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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 %
MJRIC
1076
Mogy Joel R Investment Counsel
California
$2.37M -$62.3K -690 -3%
BJL
1077
Brighton Jones LLC
Washington
$2.36M -$48.4K -536 -2%
BEAM
1078
Baker Ellis Asset Management
Washington
$2.36M -$117K -1,300 -5%
SCM
1079
SOL Capital Management
Maryland
$2.36M -$44.5K -493 -2%
LWANC
1080
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.35M -$131K -1,454 -5%
OCAM
1081
Onex Canada Asset Management
Ontario, Canada
$2.34M -$720K -7,979 -24%
GAB
1082
German American Bancorp
Indiana
$2.34M -$756K -8,371 -24%
GL
1083
Graypoint LLC
New York
$2.34M -$142K -1,575 -6%
PWP
1084
Principle Wealth Partners
Connecticut
$2.34M +$218K +2,410 +10%
AM
1085
Account Management
Massachusetts
$2.33M -$58.2K -645 -2%
CCG
1086
Ceeto Capital Group
Florida
$2.33M – – –
MKC
1087
M. Kraus & Co
Vermont
$2.32M -$72.4K -802 -3%
JIC
1088
Joel Isaacson & Co
New York
$2.31M -$108K -1,193 -4%
BMWM
1089
Brown Miller Wealth Management
Virginia
$2.31M -$573K -6,345 -20%
BMC
1090
Benin Management Corp
Connecticut
$2.3M +$40.9K +453 +2%
PCM
1091
Parsons Capital Management
Rhode Island
$2.3M -$131K -1,456 -5%
LWMM
1092
Legacy Wealth Management (Mississippi)
Mississippi
$2.3M +$15.4K +171 +0.7%
SJL
1093
Shayne & Jacobs LLC
Tennessee
$2.29M +$193K +2,140 +9%
MCCP
1094
Mission Creek Capital Partners
California
$2.28M -$64.1K -710 -3%
SIM
1095
Studio Investment Management
Illinois
$2.28M +$198K +2,193 +9%
BB
1096
Berkshire Bank
Massachusetts
$2.28M +$11.9K +132 +0.5%
JEST
1097
JTC Employer Solutions Trustee
Jersey
$2.28M -$181K -2,000 -7%
NAMP
1098
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.28M -$70K -775 -3%
AWAP
1099
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.28M -$96.5K -1,069 -4%
CIA
1100
Citadel Investment Advisory
Ohio
$2.28M – – –
42 43
44
45 46