DIS icon

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 %
TCPG
1201
Trivant Custom Portfolio Group
California
$1.89M -$13.7K -152 -0.7%
CC
1202
Centiva Capital
New York
$1.89M -$302K -3,349 -14%
TW
1203
TritonPoint Wealth
Maryland
$1.89M +$1.89M +20,854 New
BWM
1204
BCGM Wealth Management
Indiana
$1.89M +$201K +2,228 +12%
FBT
1205
First Bankers Trust
Kentucky
$1.88M +$2.62K +29 +0.1%
HAC
1206
Harbor Advisory Corp
New Hampshire
$1.88M -$178K -1,970 -9%
MGIA
1207
Moneta Group Investment Advisors
Missouri
$1.87M +$55.2K +611 +3%
TGAM
1208
TBH Global Asset Management
Tennessee
$1.87M -$133K -1,476 -7%
GI
1209
GS Investments
Minnesota
$1.86M – – –
SIC
1210
Salem Investment Counselors
North Carolina
$1.86M -$3.42M -37,718 -65%
SOAMC
1211
Spirit of America Management Corp
New York
$1.86M +$18.1K +200 +1%
PPWP
1212
Premier Path Wealth Partners
New Jersey
$1.86M +$1.86M +20,453 New
OSNBOA
1213
Old Second National Bank of Aurora
Illinois
$1.85M -$193K -2,137 -9%
MNBTD
1214
Moody National Bank Trust Division
Texas
$1.84M -$1.86M -20,568 -50%
MA
1215
MONECO Advisors
Connecticut
$1.84M +$331K +3,669 +22%
NCM
1216
Nelson Capital Management
California
$1.84M -$114K -1,262 -6%
QFA
1217
Quattro Financial Advisors
Texas
$1.84M -$311M -15,240 -99%
CWM
1218
Cornerstone Wealth Management
Missouri
$1.83M -$188K -2,084 -9%
WC
1219
Weil Company
California
$1.83M +$9.12K +101 +0.5%
JHCP
1220
Jackson Hole Capital Partners
Oklahoma
$1.83M -$74.5K -825 -4%
SFG
1221
Summit Financial Group
West Virginia
$1.83M +$8.13K +90 +0.4%
DPIM
1222
Duff & Phelps Investment Management
Illinois
$1.83M – – –
LSA
1223
L & S Advisors
California
$1.83M +$1.52M +16,836 +498%
ALAM
1224
Asahi Life Asset Management
Japan
$1.82M -$1.46M -16,169 -44%
HRC
1225
Hoertkorn Richard Charles
$1.82M – – –
47 48
49
50 51