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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 %
CCFCSB
1551
Cape Cod Five Cents Savings Bank
Massachusetts
$1.05M -$1.08M -11,936 -51%
CBA
1552
Coastal Bridge Advisors
Connecticut
$1.05M -$3.7K -41 -0.4%
WP
1553
WealthSource Partners
California
$1.05M -$132K -1,460 -11%
DSC
1554
Duncker Streett & Co
Missouri
$1.05M – – –
ACA
1555
Atlas Capital Advisors
Wyoming
$1.04M – – –
APIM
1556
Agate Pass Investment Management
Washington
$1.04M -$16.3K -180 -2%
AI
1557
Atom Investors
Texas
$1.04M +$260K +2,879 +33%
BOH
1558
Bank of Hawaii
Hawaii
$1.04M +$29K +321 +3%
JPLA
1559
Joseph P. Lucia & Associates
New York
$1.04M -$7.22K -80 -0.7%
EWA
1560
Exencial Wealth Advisors
Oklahoma
$1.04M +$67.3K +745 +7%
PCM
1561
Palouse Capital Management
Washington
$1.04M -$1.08K -12 -0.1%
NHC
1562
Nicholas Hoffman & Company
Georgia
$1.04M -$53.4K -591 -5%
GDP
1563
Great Diamond Partners
Maine
$1.03M +$90.6K +1,003 +10%
OIM
1564
Oder Investment Management
California
$1.03M +$6.68K +74 +0.7%
LCM
1565
Leisure Capital Management
California
$1.02M -$260K -2,879 -20%
SFG
1566
Synergy Financial Group
California
$1.02M -$36.6K -405 -3%
EWS
1567
Evergreen Wealth Solutions
Pennsylvania
$1.02M +$17.3K +192 +2%
AFG
1568
AFS Financial Group
Maryland
$1.02M -$1.04M -11,573 -51%
ACM
1569
Allred Capital Management
Texas
$1.02M -$21.7K -240 -2%
ANBT
1570
American National Bank & Trust
Texas
$1.02M -$2.26K -25 -0.2%
VLC
1571
Van Leeuwen & Company
New Jersey
$1.01M +$733K +8,113 +260%
TA
1572
Tectonic Advisors
Texas
$1.01M +$79.8K +884 +9%
SAF
1573
Smith Anglin Financial
Texas
$1.01M -$14.3K -158 -1%
CWM
1574
Congress Wealth Management
Massachusetts
$1.01M +$663K +7,341 +191%
A
1575
AlphaQuest
New York
$1.01M +$1.01M +11,177 New
61 62
63
64 65