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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 %
LWM
1101
Ledge Wealth Management
Minnesota
$2.27M +$128K +1,418 +6%
LIM
1102
Longfellow Investment Management
Massachusetts
$2.26M – – –
ZCM
1103
Zenyatta Capital Management
Delaware
$2.26M -$11.3M -125,000 -83%
EAM
1104
EULAV Asset Management
Florida
$2.26M -$181K -2,000 -7%
WP
1105
Waycross Partners
Kentucky
$2.26M +$813K +9,000 +56%
MKA
1106
M. Kulyk & Associates
Georgia
$2.25M -$2.89K -32 -0.1%
SLI
1107
Sumitomo Life Insurance
Japan
$2.25M -$117K -1,294 -5%
PA
1108
Profund Advisors
Maryland
$2.25M +$339K +3,750 +18%
HG
1109
Herbst Group
Connecticut
$2.25M +$37.1K +411 +2%
FCBT
1110
First Citizens Bank & Trust
North Carolina
$2.25M -$214K -2,367 -9%
XWM
1111
Xcel Wealth Management
Florida
$2.25M -$156K -1,729 -6%
FA
1112
FDx Advisors
Illinois
$2.24M +$817K +9,048 +57%
KC
1113
Kingfisher Capital
North Carolina
$2.24M +$1.83M +20,282 +448%
MIC
1114
Means Investment Company
Maine
$2.24M -$2.03M -22,508 -48%
FIM
1115
Fruth Investment Management
Texas
$2.23M -$1.44K -16 -0.1%
PP
1116
Patten & Patten
Tennessee
$2.23M -$241K -2,672 -10%
PWG
1117
Portside Wealth Group
Utah
$2.23M -$71.1K -788 -3%
CAMG
1118
CWA Asset Management Group
Florida
$2.23M +$151K +1,677 +7%
CIA
1119
Cladis Investment Advisory
Montana
$2.22M -$143K -1,580 -6%
ACM
1120
Avalon Capital Management
California
$2.21M -$710K -7,865 -24%
BHIA
1121
Birch Hill Investment Advisors
Massachusetts
$2.21M -$184K -2,040 -8%
HWM
1122
Horizon Wealth Management
Illinois
$2.2M -$189K -2,091 -8%
VCP
1123
Verus Capital Partners
Arizona
$2.2M +$1.81K +20 +0.1%
BMC
1124
Beaton Management Company
Massachusetts
$2.2M -$41.2K -456 -2%
WAG
1125
Windsor Advisory Group
Ohio
$2.2M – – –
43 44
45
46 47