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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
43.6%
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
$8.67B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.73B
3
Citadel Advisors
Citadel Advisors
Florida
$631M
4
VH
ValueAct Holdings
California
$459M
5
State Street
State Street
Massachusetts
$6.85B

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$1.84M
2
Goldman Sachs
Goldman Sachs
New York
$908M
3
Northern Trust
Northern Trust
Illinois
$2.02B
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$145M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
DZ Bank
126
DZ Bank
Germany
$103M +$64.2M +710,691 +165%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$101M -$4.52M -50,097 -4%
FGAM
128
Financial Gravity Asset Management
Texas
$101M +$7.67M +17,228 +8%
CCM
129
Causeway Capital Management
California
$99.5M +$1.24M +13,695 +1%
VNIM
130
Vaughan Nelson Investment Management
Texas
$97.8M +$97.8M +1,083,495 New
SI
131
Scharf Investments
California
$95.5M +$95.5M +1,057,501 New
FI
132
Focused Investors
California
$95M +$95M +1,052,200 New
State of Wisconsin Investment Board
133
State of Wisconsin Investment Board
Wisconsin
$94.6M +$715K +7,916 +0.8%
Fidelity International
134
Fidelity International
Bermuda
$94.3M -$49.2M -545,265 -34%
State of New Jersey Common Pension Fund D
135
State of New Jersey Common Pension Fund D
New Jersey
$94.3M – – –
Aviva
136
Aviva
United Kingdom
$93M +$13.3M +147,258 +17%
SCM
137
Shapiro Capital Management
Georgia
$93M -$5.57M -61,705 -6%
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$91.6M -$3.57M -39,542 -4%
BGIM
139
Brandywine Global Investment Management
Pennsylvania
$91.6M +$9.03M +99,958 +11%
Retirement Systems of Alabama
140
Retirement Systems of Alabama
Alabama
$88.7M -$945K -10,464 -1%
KeyBank National Association
141
KeyBank National Association
Ohio
$87.6M -$5.11M -56,572 -6%
CWM
142
CIBC World Markets
New York
$86.3M +$27.6M +305,688 +47%
Asset Management One
143
Asset Management One
Japan
$86M +$2.7M +29,915 +3%
SO
144
STRS Ohio
Ohio
$85.9M +$2.41M +26,692 +3%
OP
145
Oldfield Partners
United Kingdom
$84.9M +$4.59M +50,800 +6%
QPBE
146
Quintet Private Bank (Europe)
Luxembourg
$84.8M -$1.81M -20,029 -2%
Parnassus Investments
147
Parnassus Investments
California
$83.6M +$6.64M +73,537 +9%
M&T Bank
148
M&T Bank
New York
$83.4M +$8.06M +89,299 +11%
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$83.4M +$310K +3,435 +0.4%
Two Sigma Investments
150
Two Sigma Investments
New York
$82.6M +$50.9M +563,685 +161%
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