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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 %
RWM
1151
Ritholtz Wealth Management
New York
$2.11M +$220K +2,439 +12%
RCM
1152
Riverpark Capital Management
New York
$2.11M +$133K +1,471 +7%
CA
1153
Continuum Advisory
Idaho
$2.1M -$2.98K -33 -0.1%
ZIG
1154
Zuckerman Investment Group
Illinois
$2.1M +$204K +2,258 +11%
BIC
1155
Beach Investment Counsel
Pennsylvania
$2.09M -$204K -2,262 -9%
CSPAM
1156
Cary Street Partners Asset Management
Virginia
$2.09M +$212K +2,348 +11%
IR
1157
IAT Reinsurance
New York
$2.08M – – –
AUB
1158
Atlantic Union Bankshares
Virginia
$2.08M -$510K -5,647 -20%
JAM
1159
JCIC Asset Management
Ontario, Canada
$2.07M -$4.88K -54 -0.2%
LA
1160
LM Advisors
California
$2.06M +$2.06M +22,851 New
LJAC
1161
L.J. Altfest & Co
New York
$2.05M -$18.4K -204 -0.9%
CPC
1162
Congress Park Capital
New York
$2.05M -$243K -2,688 -11%
FWP
1163
FAS Wealth Partners
Kansas
$2.05M +$525K +5,816 +34%
NCL
1164
Nishkama Capital LLC
Puerto Rico
$2.05M +$2.05M +22,725 New
VSQM
1165
V-Square Quantitative Management
Illinois
$2.05M +$715K +7,919 +54%
BFA
1166
Bill Few Associates
Pennsylvania
$2.05M -$148K -1,637 -7%
AP
1167
Arlington Partners
Alabama
$2.05M +$2.05M +22,651 New
ISB
1168
Iowa State Bank
Iowa
$2.04M -$42.4K -470 -2%
SC
1169
Searle & Co
Connecticut
$2.04M -$82.9K -918 -4%
TIM
1170
Thompson Investment Management
Wisconsin
$2.04M -$110K -1,221 -5%
WB
1171
Webster Bank
Connecticut
$2.02M -$214K -2,373 -10%
MCM
1172
Monarch Capital Management
Indiana
$2.02M -$40.7K -450 -2%
JF
1173
JSF Financial
California
$2.02M -$448K -4,958 -18%
AG
1174
AlTi Global
New York
$2.01M +$2.01M +22,243 New
RCA
1175
Resonant Capital Advisors
Wisconsin
$2.01M +$38K +420 +2%
45 46
47
48 49