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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 %
AP
1576
Americana Partners
Texas
$1.01M -$357K -4,352 -26%
JWA
1577
JFS Wealth Advisors
Pennsylvania
$1M -$51.4K -569 -5%
WCM
1578
Winthrop Capital Management
Indiana
$998K +$998K +11,057 New
KJWM
1579
Kiley Juergens Wealth Management
Washington
$998K -$214K -2,367 -18%
WIC
1580
Woodmont Investment Counsel
Tennessee
$998K -$112K -1,245 -10%
AWM
1581
Avitas Wealth Management
California
$997K +$21.5K +238 +2%
HKIM
1582
Hayek Kallen Investment Management
Alabama
$994K -$31.6K -350 -3%
CVM
1583
Cheviot Value Management
California
$994K -$81.4K -902 -8%
CWS
1584
Confluence Wealth Services
Pennsylvania
$994K +$1.63K +18 +0.2%
LFA
1585
Legacy Financial Advisors
Kentucky
$993K +$245K +2,712 +33%
AFP
1586
Ausdal Financial Partners
Iowa
$983K +$9.84K +109 +1%
BWP
1587
Balboa Wealth Partners
Arizona
$983K -$185K -2,051 -16%
JMFC
1588
J.M. Forbes & Co
Massachusetts
$983K -$7.49K -83 -0.8%
SB
1589
Strategic Blueprint
Georgia
$982K -$123K -1,366 -11%
RBC
1590
Romano Brothers & Co
Illinois
$982K -$459K -5,085 -32%
SN
1591
Sittner & Nelson
Oregon
$982K -$124K -1,375 -11%
BIG
1592
Brooklyn Investment Group
New York
$981K +$981K +10,869 New
OWA
1593
Octavia Wealth Advisors
Ohio
$980K -$14.9K -165 -2%
MCM
1594
MV Capital Management
Maryland
$977K -$858K -9,508 -47%
DFC
1595
DB Fitzpatrick & Co
Idaho
$974K -$254K -2,808 -21%
CC
1596
Chicago Capital
Illinois
$973K +$288K +3,186 +42%
UCI
1597
Uncommon Cents Investing
Wisconsin
$973K -$42K -465 -4%
EM
1598
ELCO Management
New York
$967K -$68.4K -757 -7%
GC
1599
Grimes & Company
Massachusetts
$965K +$110K +1,222 +13%
DCM
1600
Davis Capital Management
Florida
$964K +$964K +10,676 New
62 63
64
65 66