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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 %
PCP
1301
Proficio Capital Partners
Massachusetts
$1.59M +$166K +1,836 +12%
FFM
1302
Forum Financial Management
Illinois
$1.59M -$1.19M -13,131 -43%
CIAS
1303
Capital Investment Advisory Services
North Carolina
$1.59M -$308K -3,411 -16%
CCA
1304
Checchi Capital Advisers
California
$1.59M +$169K +1,871 +12%
BDS
1305
Banco de Sabadell
Florida
$1.59M -$10.6K -117 -0.7%
SWA
1306
SOA Wealth Advisors
New York
$1.58M – – –
HCM
1307
Hollencrest Capital Management
California
$1.58M +$3.88K +43 +0.2%
ATPW
1308
Ashton Thomas Private Wealth
Arizona
$1.58M -$77.6K -859 -5%
RGC
1309
Roberts, Glore & Co
Illinois
$1.58M -$100K -1,112 -6%
WBC
1310
Westpac Banking Corp
Australia
$1.58M -$524K -5,806 -25%
YIH
1311
Y-Intercept (HK)
Hong Kong
$1.58M +$1.58M +17,444 New
AA
1312
Auxano Advisors
Washington
$1.57M +$19.2K +213 +1%
FCA
1313
FLC Capital Advisors
California
$1.57M +$223K +2,467 +17%
PIA
1314
Perennial Investment Advisors
California
$1.57M -$43.2K -478 -3%
AHC
1315
Adell Harriman & Carpenter
Texas
$1.56M -$204K -2,262 -12%
AWE
1316
Avidian Wealth Enterprises
Texas
$1.56M -$43.2K -479 -3%
OHWP
1317
Oak Harbor Wealth Partners
North Carolina
$1.56M -$50.9K -564 -3%
UWM
1318
Udine Wealth Management
Florida
$1.56M +$1.56M +17,298 New
KA
1319
Kovack Advisors
Florida
$1.56M +$8.49K +94 +0.5%
LC
1320
Lindbrook Capital
California
$1.56M +$51.7K +573 +3%
TSWM
1321
Triangle Securities Wealth Management
North Carolina
$1.56M -$276K -3,060 -15%
SM
1322
Sciencast Management
New Jersey
$1.56M +$1.56M +17,231 New
CIA
1323
Cohen Investment Advisors
New Hampshire
$1.55M -$73.9K -818 -5%
MC
1324
Mirabaud & Cie
Switzerland
$1.55M +$1.55M +17,185 New
SWM
1325
SeaCrest Wealth Management
New York
$1.55M -$268K -2,951 -15%
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