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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 %
OFW
1451
Omnia Family Wealth
Florida
$1.24M +$23.8K +263 +2%
CPSC
1452
Carl P. Sherr & Co
Massachusetts
$1.24M -$138K -1,525 -10%
VIM
1453
Vista Investment Management
Pennsylvania
$1.24M +$96.8K +1,072 +8%
PR
1454
Payden & Rygel
California
$1.24M – – –
MFG
1455
Mendota Financial Group
Wisconsin
$1.24M -$172K -1,902 -12%
DTL
1456
Dynamic Technology Lab
Singapore
$1.24M +$1.24M +13,721 New
NAS
1457
Nicolet Advisory Services
Wisconsin
$1.24M +$6.64K +73 +0.5%
NFSG
1458
Newbridge Financial Services Group
Florida
$1.24M +$21.9K +242 +2%
SVWAG
1459
Sound View Wealth Advisors Group
Georgia
$1.23M -$46.5K -515 -4%
MAM
1460
MWA Asset Management
Massachusetts
$1.23M +$147K +1,633 +14%
SS
1461
Sunbelt Securities
Texas
$1.23M -$355K -3,933 -22%
AI
1462
AXS Investments
New York
$1.22M -$127K -1,411 -9%
VFA
1463
Voya Financial Advisors
Connecticut
$1.21M +$273K +3,022 +29%
DFA
1464
Delta Financial Advisors
Louisiana
$1.21M -$91.2K -1,010 -7%
SM
1465
Sensible Money
Arizona
$1.21M +$847K +9,384 +233%
LOAMS
1466
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.21M +$64.4K +713 +6%
BWG
1467
Boomfish Wealth Group
Georgia
$1.21M +$1.21M +13,399 New
SCM
1468
Schnieders Capital Management
California
$1.2M -$371K -4,108 -24%
MLA
1469
My Legacy Advisors
Oregon
$1.2M +$114K +1,280 +11%
Koshinski Asset Management
1470
Koshinski Asset Management
Illinois
$1.2M -$2.46M -27,279 -67%
CIA
1471
Cape Investment Advisory
Georgia
$1.2M +$314K +3,483 +36%
Walleye Capital
1472
Walleye Capital
New York
$1.19M -$7.43M -82,288 -86%
JE
1473
JMAC Enterprises
Pennsylvania
$1.18M -$96.2K -1,065 -8%
DA
1474
Doliver Advisors
Texas
$1.18M -$108K -1,201 -8%
JIP
1475
Jaffetilchin Investment Partners
Florida
$1.18M +$831K +9,198 +239%
57 58
59
60 61