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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 %
NGA
1476
Naples Global Advisors
Florida
$1.18M -$38.5K -425 -3%
CPW
1477
Cove Private Wealth
New York
$1.17M +$1.17M +13,000 New
TPCW
1478
TD Private Client Wealth
New York
$1.17M -$34.5K -382 -3%
DCM
1479
Donaldson Capital Management
Indiana
$1.17M +$59.1K +654 +5%
DA
1480
Dover Advisors
Virginia
$1.17M -$408K -4,507 -26%
SP
1481
Stablepoint Partners
Massachusetts
$1.16M +$1.16M +12,902 New
WA1
1482
Wimmer Associates 1
California
$1.16M -$103K -1,139 -8%
CPA
1483
Court Place Advisors
Maryland
$1.16M -$69.3K -768 -6%
CS
1484
Cannell & Spears
New York
$1.16M +$11.3K +125 +1%
ODG
1485
O'Dell Group
Ohio
$1.16M -$49.3K -546 -4%
SF
1486
Summit Financial
New Jersey
$1.16M -$81.3K -897 -7%
LPT
1487
Legacy Private Trust
Wisconsin
$1.15M -$43.8K -485 -4%
WPW
1488
Waldron Private Wealth
Pennsylvania
$1.15M +$201K +2,218 +21%
GAM
1489
Garrison Asset Management
Arkansas
$1.15M -$334K -3,696 -22%
GWM
1490
Guardian Wealth Management
Illinois
$1.15M +$98.1K +1,086 +9%
CCWA
1491
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.15M +$154K +1,707 +15%
PTC
1492
Private Trust Company
Ohio
$1.15M -$29.4K -326 -2%
DA
1493
Dash Acquisitions
California
$1.15M +$78.4K +878 +7%
HW
1494
Hancock Whitney
Mississippi
$1.15M -$568K -6,293 -33%
CAC
1495
Certified Advisory Corp
Florida
$1.14M +$1.14M +12,664 New
APWM
1496
Atlas Private Wealth Management
New York
$1.13M -$171K -1,889 -13%
RIM
1497
Redwood Investment Management
Arizona
$1.13M +$1.13M +12,517 New
WPC
1498
Wedmont Private Capital
Pennsylvania
$1.13M +$318K +3,476 +39%
JWM
1499
JPL Wealth Management
Colorado
$1.13M +$1.13M +12,491 New
EFH
1500
Eaton Financial Holdings
Florida
$1.13M +$4.24K +47 +0.4%
58 59
60
61 62