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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 %
IAMOG
1426
Investors Asset Management of Georgia
Georgia
$1.29M +$87.3K +975 +7%
SMH
1427
Sanders Morris Harris
Texas
$1.29M -$781K -8,530 -38%
UWS
1428
Unique Wealth Strategies
Illinois
$1.29M +$1.29M +14,265 New
FLI
1429
Family Legacy Inc
South Carolina
$1.29M -$117K -1,297 -8%
CA
1430
Cumberland Advisors
Florida
$1.29M -$9.03K -100 -0.7%
AIS
1431
American Investment Services
Massachusetts
$1.29M -$7.58K -84 -0.6%
CTC
1432
Cetera Trust Company
Minnesota
$1.28M +$1.28M +14,225 New
PFA
1433
Pure Financial Advisors
California
$1.28M +$185K +2,049 +17%
CCP
1434
Carmel Capital Partners
California
$1.28M -$186K -2,065 -13%
KAS
1435
KPP Advisory Services
Kentucky
$1.28M +$4.06K +45 +0.3%
CT
1436
Chicago Trust
Illinois
$1.28M -$351K -3,889 -22%
C
1437
Certuity
Florida
$1.28M +$505K +5,588 +65%
BCM
1438
Birmingham Capital Management
Alabama
$1.28M -$178K -1,970 -12%
CA
1439
Claro Advisors
Massachusetts
$1.27M -$120K -1,332 -9%
RA
1440
RFG Advisory
Alabama
$1.27M -$61.5K -681 -5%
SC
1441
Syon Capital
California
$1.27M +$882K +9,769 +227%
LC
1442
LCNB Corp
Ohio
$1.27M +$56.5K +626 +5%
HIIFS
1443
Harel Insurance Investments & Financial Services
Israel
$1.27M +$904K +10,004 +248%
SIA
1444
Schechter Investment Advisors
Michigan
$1.25M +$418K +4,635 +50%
CI
1445
Ceera Investments
Texas
$1.25M -$505K -5,591 -29%
RI
1446
Ridgewood Investments
New Jersey
$1.25M -$20.6K -228 -2%
BWP
1447
BSW Wealth Partners
Colorado
$1.25M -$46.4K -514 -4%
RMCM
1448
Reynders McVeigh Capital Management
Massachusetts
$1.25M -$2.14M -23,674 -63%
LIM
1449
Letson Investment Management
Georgia
$1.25M +$1.25M +13,799 New
ACI
1450
Alpha Cubed Investments
California
$1.24M -$51.4K -569 -4%
56 57
58
59 60