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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 %
FCM
1276
Fortis Capital Management
Washington
$1.65M +$13K +144 +0.8%
MPPW
1277
Mitchell & Pahl Private Wealth
Oklahoma
$1.65M -$58.1K -643 -3%
BFPW
1278
BOK Financial Private Wealth
Colorado
$1.65M -$110K -1,218 -6%
RMAM
1279
Raab & Moskowitz Asset Management
New Jersey
$1.64M -$235K -2,608 -13%
TIM
1280
Tevis Investment Management
Texas
$1.64M +$117K +1,293 +8%
GAG
1281
GM Advisory Group
New York
$1.64M +$230K +2,544 +16%
SDWIA
1282
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.64M +$27.3K +302 +2%
WAS
1283
Winch Advisory Services
Wisconsin
$1.64M +$24.8K +275 +2%
BFM
1284
Boston Financial Management
Massachusetts
$1.63M -$28.3K -313 -2%
EFG
1285
Embree Financial Group
Illinois
$1.63M +$1.63M +18,070 New
MFG
1286
Magnus Financial Group
New York
$1.63M +$148K +1,637 +10%
CT
1287
Columbia Trust
Oregon
$1.63M +$264K +2,920 +19%
SWA
1288
Stratos Wealth Advisors
Ohio
$1.63M -$70.4K -780 -4%
RIA
1289
Regal Investment Advisors
Michigan
$1.63M -$7.77K -86 -0.5%
NC
1290
Naman Capital
Brazil
$1.63M – – –
BAM
1291
Belpointe Asset Management
Nevada
$1.62M -$444K -4,916 -21%
MP
1292
McDonald Partners
Ohio
$1.62M -$11.2K -124 -0.7%
CRIG
1293
Charter Research & Investment Group
Connecticut
$1.61M +$64.2K +711 +4%
HH
1294
Hilltop Holdings
Texas
$1.61M +$5.51K +61 +0.3%
SXL
1295
Summit X LLC
Missouri
$1.61M +$28.4K +315 +2%
CAG
1296
Csenge Advisory Group
Florida
$1.61M +$213K +2,363 +15%
CT
1297
Clearstead Trust
Maine
$1.6M +$722 +8 +0%
FMTC
1298
Farmers & Merchants Trust Company
California
$1.6M -$1.29M -14,250 -45%
LMKC
1299
L.M. Kohn & Company
Ohio
$1.6M +$15.8K +175 +1%
CFS
1300
CRA Financial Services
New Jersey
$1.59M -$34.9K -386 -2%
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