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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 %
WAM
1501
WNY Asset Management
New York
$1.12M +$282K +3,126 +34%
EWM
1502
Elmwood Wealth Management
California
$1.12M -$202K -2,234 -15%
GSIAS
1503
Garden State Investment Advisory Services
New Jersey
$1.12M -$26.7K -295 -2%
PI
1504
PFG Investments
New York
$1.12M -$60.9K -674 -5%
FMLI
1505
Fukoku Mutual Life Insurance
Japan
$1.11M – – –
MC
1506
Martin & Co
Tennessee
$1.11M -$60K -664 -5%
FCM
1507
Fairbanks Capital Management
California
$1.11M +$29.8K +330 +3%
HA
1508
Herold Advisors
New York
$1.11M -$4.88K -54 -0.4%
OBWG
1509
Onyx Bridge Wealth Group
New York
$1.11M +$41.8K +463 +4%
FFS
1510
Founders Financial Securities
Maryland
$1.1M -$4.97K -55 -0.4%
PP
1511
Paloma Partners
Connecticut
$1.1M -$197K -2,178 -15%
BP
1512
BBR Partners
New York
$1.1M +$467K +5,167 +73%
VFPI
1513
Vantage Financial Partners (Illinois)
Illinois
$1.1M -$244K -2,700 -18%
NEAM
1514
New England Asset Management
Connecticut
$1.1M – – –
TWM
1515
TriaGen Wealth Management
California
$1.1M +$161K +1,788 +17%
CB
1516
Cadence Bank
Mississippi
$1.1M -$28K -310 -2%
DBIA
1517
Dumont & Blake Investment Advisors
New Jersey
$1.1M +$481K +5,323 +78%
AF
1518
Aldebaran Financial
$1.1M -$71.3K -790 -6%
EAM
1519
EFG Asset Management
Oregon
$1.1M +$644K +7,131 +142%
BFP
1520
Briaud Financial Planning
Texas
$1.1M +$46K +509 +4%
TWP
1521
Tempus Wealth Planning
California
$1.1M -$52.7K -584 -5%
CI
1522
Conning Inc
Connecticut
$1.09M – – –
FIM
1523
Fernwood Investment Management
Massachusetts
$1.09M -$132K -1,481 -11%
APP
1524
Avantax Planning Partners
Iowa
$1.09M -$28.5K -316 -3%
FTIS
1525
First Trust Investment Solutions
Florida
$1.09M +$1.09M +12,031 New
59 60
61
62 63