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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 %
CUAMC
1526
China Universal Asset Management Company
China
$1.09M – – –
SFO
1527
Stokes Family Office
Louisiana
$1.08M -$292K -3,235 -21%
MFS
1528
Monetta Financial Services
Illinois
$1.08M +$1.08M +12,000 New
S
1529
SimplyRich
California
$1.08M -$812 -9 -0.1%
RIA
1530
Realta Investment Advisors
Delaware
$1.08M -$717K -7,942 -40%
LCGC
1531
Legacy Capital Group California
California
$1.08M +$61.9K +686 +6%
GITFIT
1532
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.08M – – –
QI
1533
Qtron Investments
Massachusetts
$1.08M – – –
MIM
1534
Moseley Investment Management
Florida
$1.08M -$165K -1,826 -13%
MWA
1535
Midland Wealth Advisors
Illinois
$1.08M +$1.08M +11,924 New
CWM
1536
Calamos Wealth Management
Illinois
$1.07M -$118K -1,306 -10%
ESB
1537
Essex Savings Bank
Connecticut
$1.07M +$195K +2,161 +22%
OWP
1538
Obermeyer Wealth Partners
Colorado
$1.07M +$119K +1,315 +13%
PWM
1539
Palumbo Wealth Management
New York
$1.07M +$83.2K +921 +8%
TPW
1540
Transatlantique Private Wealth
New York
$1.07M +$13.5K +150 +1%
SC
1541
Sierra Capital
Florida
$1.07M – – –
FPAS
1542
Focus Partners Advisor Solutions
Missouri
$1.07M -$503K -5,567 -32%
CHJWM
1543
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.07M -$88.9K -951 -8%
Two Sigma Advisers
1544
Two Sigma Advisers
New York
$1.07M +$1.07M +11,800 New
CFG
1545
Carr Financial Group
Massachusetts
$1.07M +$81.3K +900 +8%
GI
1546
GAMMA Investing
California
$1.06M +$1.06M +11,064 New
DS
1547
DRW Securities
Illinois
$1.06M +$117K +1,291 +12%
IWA
1548
Invera Wealth Advisors
Oregon
$1.06M +$1.06M +11,711 New
TFS
1549
Thoroughbred Financial Services
Tennessee
$1.06M -$18.5K -205 -2%
CAI
1550
Capital Advisors Inc
Oklahoma
$1.05M +$18K +199 +2%
60 61
62
63 64