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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 %
GWS
1601
Glassman Wealth Services
Virginia
$964K -$75.6K -837 -7%
IB
1602
Intrust Bank
Kansas
$963K +$207K +2,296 +27%
NRG
1603
Nemes Rush Group
Michigan
$961K -$141K -1,557 -13%
MFC
1604
Mechanics Financial Corp
Ohio
$960K +$6.14K +68 +0.6%
AFM
1605
Abbot Financial Management
Massachusetts
$957K +$17.2K +191 +2%
BI
1606
Ballast Inc
Kentucky
$950K +$97.9K +1,084 +11%
SAM
1607
Secure Asset Management
Michigan
$949K +$18.9K +209 +2%
CCA
1608
Covey Capital Advisors
Georgia
$948K – – –
LIA
1609
LBMC Investment Advisors
Tennessee
$947K – – –
RFA
1610
Resurgent Financial Advisors
Georgia
$945K +$140K +1,546 +17%
XF
1611
XML Financial
Maryland
$940K -$10.8K -120 -1%
PJSIMP
1612
P.J. Schmidt Investment Management (PJS)
Wisconsin
$938K -$3.68M -38,546 -80%
CCFM
1613
Clear Creek Financial Management
Washington
$936K -$3.97K -44 -0.4%
SPI
1614
Sutton Place Investors
New York
$935K +$935K +10,359 New
AWAU
1615
Alliance Wealth Advisors (Utah)
Utah
$932K +$51.9K +575 +6%
MIA
1616
MeadowBrook Investment Advisors
Michigan
$930K +$930K +10,296 New
BCA
1617
Bay Colony Advisors
Massachusetts
$929K +$21.9K +242 +2%
HAG
1618
HF Advisory Group
Maryland
$925K +$63.3K +701 +7%
PH
1619
Pinnacle Holdings
Oklahoma
$925K -$8.76K -97 -0.9%
RA
1620
Rockingstone Advisors
Massachusetts
$924K -$70.4K -780 -7%
SAA
1621
Southeast Asset Advisors
Georgia
$921K -$126K -1,399 -12%
PG
1622
Prostatis Group
Maryland
$919K +$25.2K +279 +3%
AA
1623
Argent Advisors
Louisiana
$919K -$58.7K -650 -6%
CAM
1624
Cidel Asset Management
Ontario, Canada
$917K +$917K +10,161 New
CWM
1625
Circle Wealth Management
New Jersey
$917K -$91.1K -1,009 -9%
63 64
65
66 67