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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 %
FWCM
1326
Ferguson Wellman Capital Management
Oregon
$1.55M +$12K +133 +0.8%
MAM
1327
Morse Asset Management
Connecticut
$1.55M +$5.15K +57 +0.3%
KWA
1328
Kingswood Wealth Advisors
California
$1.54M +$1.11M +12,291 +255%
OCM
1329
One Capital Management
California
$1.54M -$59.8K -662 -4%
NSIM
1330
North Star Investment Management
Illinois
$1.54M -$78.5K -869 -5%
WC
1331
Wynn Capital
Georgia
$1.54M +$1.54M +17,051 New
SACTSONJ
1332
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.53M – – –
BCM
1333
Boltwood Capital Management
California
$1.53M +$632 +7 +0%
BFC
1334
Bedel Financial Consulting
Indiana
$1.53M -$62.3K -690 -4%
JAG
1335
Journey Advisory Group
Kentucky
$1.53M -$146K -1,612 -9%
AFG
1336
Atomi Financial Group
New York
$1.52M +$469K +5,193 +45%
RCI
1337
RS Crum Inc
California
$1.52M -$48.5K -537 -3%
CA
1338
Corrado Advisors
New Jersey
$1.52M -$308K -3,413 -17%
NAM
1339
NTV Asset Management
West Virginia
$1.52M -$33.4K -370 -2%
DIA
1340
Dana Investment Advisors
Wisconsin
$1.52M -$132K -1,463 -8%
TPA
1341
Trivium Point Advisory
Connecticut
$1.51M -$979K -10,838 -39%
GP
1342
Girard Partners
Pennsylvania
$1.51M -$1.38M -15,282 -48%
BG
1343
Benedetti & Gucer
Georgia
$1.51M -$34.1K -378 -2%
ABLA
1344
Alan B. Lancz & Associates
Ohio
$1.51M -$7.22K -80 -0.5%
B
1345
Birchbrook
Maine
$1.5M +$1.5M +16,651 New
NMM
1346
Naples Money Management
Florida
$1.5M +$1.5M +16,650 New
SSI
1347
Scott & Selber Inc
Texas
$1.5M -$20K -221 -1%
DMC
1348
Drexel Morgan & Co
Pennsylvania
$1.5M – – –
MPAM
1349
Murphy Pohlad Asset Management
Minnesota
$1.5M -$177K -1,960 -11%
PP
1350
Pingora Partners
Wyoming
$1.49M +$1.49M +16,482 New
52 53
54
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