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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 %
KIC
1251
Keating Investment Counselors
Florida
$1.73M -$147K -1,632 -8%
MC
1252
Mount Capital
United Kingdom
$1.73M – – –
CCM
1253
Chiron Capital Management
Florida
$1.73M -$235K -2,599 -12%
TAIM
1254
Te Ahumairangi Investment Management
New Zealand
$1.73M -$754K -8,350 -30%
NPP
1255
New Potomac Partners
Maryland
$1.73M -$13.6K -151 -0.8%
WA
1256
Wealth Alliance
New York
$1.72M -$90.2K -999 -5%
BAM
1257
Byrne Asset Management
New Jersey
$1.72M +$89.4K +989 +5%
IRAG
1258
Investment Research & Advisory Group
Georgia
$1.71M -$486K -5,378 -22%
FTWA
1259
Fifth Third Wealth Advisors
Ohio
$1.71M +$471K +5,213 +38%
CWM
1260
Chemistry Wealth Management
New York
$1.71M +$22.1K +245 +1%
WP
1261
Westmount Partners
California
$1.71M +$181 +2 +0%
LSAG
1262
Lake Street Advisors Group
New Hampshire
$1.7M +$259K +2,860 +18%
PAM
1263
Panagora Asset Management
Massachusetts
$1.7M – – –
SAM
1264
Selway Asset Management
$1.69M -$181K -2,000 -10%
PFGIA
1265
Patriot Financial Group Insurance Agency
Massachusetts
$1.68M +$73.1K +810 +5%
SSW
1266
Stone Summit Wealth
Florida
$1.68M -$120K -1,334 -7%
SWM
1267
Sculati Wealth Management
Michigan
$1.68M +$15.3K +169 +0.9%
NSB
1268
Norway Savings Bank
Maine
$1.67M +$53.1K +588 +3%
EA
1269
Ellsworth Advisors
Ohio
$1.67M +$88.1K +976 +6%
WWM
1270
WT Wealth Management
Arizona
$1.67M +$231K +2,555 +16%
AWM
1271
Absher Wealth Management
North Carolina
$1.66M -$121K -1,344 -7%
VCM
1272
Violich Capital Management
California
$1.66M -$590K -6,533 -26%
BOSSRA
1273
B.O.S.S. Retirement Advisors
Utah
$1.66M -$47.2K -523 -3%
BIM
1274
Bridges Investment Management
Nebraska
$1.66M -$65.3K -723 -4%
JGC
1275
J. Goldman & Co
New York
$1.65M -$64.2M -711,565 -97%
49 50
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