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Walt Disney
DIS

Overview Fund Activity

2,974 hedge funds and large institutions have $115B invested in Walt Disney in 2023 Q4 according to their latest regulatory filings, with 364 funds opening new positions, 924 increasing their positions, 1,451 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,974
Holders Change
+169
Holders Change %
+6.02%
% of All Funds
43.59%
Holding in Top 10
62
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+16.98%
% of All Funds
0.91%
New
364
Increased
924
Reduced
1,451
Closed
148
Calls
$4.27B
Puts
$4.69B
Net Calls
-$417M
Net Calls Change
-$189M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.67B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$892M
3
Citadel Advisors
Citadel Advisors
Florida
+$572M
4
VH
ValueAct Holdings
California
+$459M
5
State Street
State Street
Massachusetts
+$278M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$311M
2
Goldman Sachs
Goldman Sachs
New York
-$273M
3
Northern Trust
Northern Trust
Illinois
-$221M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$212M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
1051
Coldstream Capital Management
Washington
$2.57M +$594K +6,583 +30%
CFG
1052
Citizens Financial Group
Rhode Island
$2.57M +$664K +7,351 +35%
HBT
1053
Hills Bank & Trust
Iowa
$2.56M -$30.7K -340 -1%
RA
1054
RiverPark Advisors
New York
$2.56M -$41.4K -459 -2%
PWA
1055
Providence Wealth Advisors
Illinois
$2.55M +$1.35M +7,934 +112%
ACP
1056
Aviance Capital Partners
Florida
$2.54M +$46.3K +513 +2%
CAAS
1057
Capital Asset Advisory Services
Michigan
$2.53M +$112K +1,243 +5%
GC
1058
Guardian Capital
Ontario, Canada
$2.52M +$649K +7,185 +35%
BA
1059
Bridgewater Advisors
New York
$2.5M -$9.12K -101 -0.4%
BHCM
1060
Boulder Hill Capital Management
New York
$2.5M +$2.5M +27,700 New
FHA
1061
Flagship Harbor Advisors
Massachusetts
$2.5M -$13K -144 -0.5%
SC
1062
Savoie Capital
Illinois
$2.49M -$6.93M -76,700 -74%
LT
1063
Legacy Trust
Michigan
$2.49M +$338K +3,740 +16%
GMA
1064
Glassy Mountain Advisors
Maryland
$2.49M +$235K +2,601 +10%
WWM
1065
Western Wealth Management
Colorado
$2.46M -$11.8K -131 -0.5%
EL
1066
Essex LLC
Illinois
$2.46M -$451 -5 -0%
CT
1067
Cambridge Trust
Massachusetts
$2.44M -$65.3K -723 -3%
TSW
1068
Thompson Siegel & Walmsley
Virginia
$2.42M -$5.81M -64,393 -71%
SPC
1069
Sigma Planning Corp
Michigan
$2.42M -$4.12M -45,602 -63%
AC
1070
Addison Capital
Pennsylvania
$2.42M +$173K +1,912 +8%
BSA
1071
Bull Street Advisors
Georgia
$2.41M -$9.93K -110 -0.4%
CFGS
1072
Concourse Financial Group Securities
Alabama
$2.39M +$111K +1,224 +5%
PI
1073
Pettee Investors
Connecticut
$2.38M -$19.9K -220 -0.8%
NHT
1074
New Hampshire Trust
New Hampshire
$2.38M -$208K -2,303 -8%
KCPG
1075
Kavar Capital Partners Group
Kansas
$2.38M -$470K -5,206 -17%
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