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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 %
MA
1226
Menlo Advisors
California
$1.82M -$51.5K -570 -3%
RP
1227
Rowlandmiller & Partners
Georgia
$1.81M -$46K -510 -2%
MWAM
1228
Manhattan West Asset Management
California
$1.81M +$454K +5,033 +33%
MFG
1229
Merit Financial Group
Georgia
$1.81M -$100K -1,110 -5%
ICM
1230
IMS Capital Management
Oregon
$1.81M +$1.1M +12,176 +155%
FFN
1231
Focus Financial Network
Minnesota
$1.8M +$290K +3,199 +19%
RSWM
1232
Robertson Stephens Wealth Management
California
$1.8M -$437K -4,818 -20%
AAM
1233
Advisors Asset Management
Colorado
$1.79M -$314K -3,474 -15%
DAM
1234
Deltec Asset Management
New York
$1.79M – – –
BCM
1235
BlueCrest Capital Management
Jersey
$1.79M -$22.8K -253 -1%
LWM
1236
LJI Wealth Management
Indiana
$1.78M -$79.5K -880 -4%
ST
1237
Smithfield Trust
Pennsylvania
$1.78M -$24.9K -276 -1%
KCM
1238
Kornitzer Capital Management
Kansas
$1.78M -$151K -1,668 -8%
GIM
1239
Grassi Investment Management
California
$1.78M -$5.83M -64,575 -77%
AB
1240
Atlas Brown
Kentucky
$1.77M +$40.6K +450 +2%
RCAG
1241
Rehmann Capital Advisory Group
Michigan
$1.77M -$85.4K -946 -5%
CCM
1242
Canal Capital Management
Virginia
$1.77M +$243K +2,693 +16%
SLFPAM
1243
St. Louis Financial Planners Asset Management
Missouri
$1.76M +$28.7K +318 +2%
MHS
1244
M Holdings Securities
Oregon
$1.76M +$13.7K +152 +0.8%
CI
1245
Cigna Investments
Connecticut
$1.76M -$9.93K -110 -0.6%
CGL
1246
Clarius Group LLC
Washington
$1.75M +$646K +7,153 +58%
AL
1247
Aspiriant LLC
California
$1.75M -$85.7K -949 -5%
TNB
1248
Thomasville National Bank
Georgia
$1.75M -$6.11M -67,724 -78%
MWM
1249
Mission Wealth Management
California
$1.75M -$155K -1,718 -8%
GP
1250
Greenline Partners
New York
$1.74M -$212K -2,347 -11%
48 49
50
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