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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 %
WFS
1626
Widmann Financial Services
Maryland
$917K -$33.4K -370 -4%
CWM
1627
Connecticut Wealth Management
Connecticut
$914K +$40.3K +446 +5%
CMI
1628
Clare Market Investments
Texas
$913K -$234K -2,590 -20%
BOS
1629
Bank of Stockton
California
$909K +$16.2K +174 +2%
SWM
1630
Salvus Wealth Management
New Jersey
$908K -$4.52K -50 -0.5%
FCB
1631
First County Bank
Connecticut
$908K -$4.79K -53 -0.5%
CST
1632
Charles Schwab Trust
Nevada
$908K -$152K -1,684 -14%
HIC
1633
Hartline Investment Corp
Illinois
$908K – – –
RAM
1634
RedJay Asset Management
Ontario, Canada
$903K +$903K +10,000 New
TF
1635
TLWM Financial
Texas
$903K +$11.9K +132 +1%
BAM
1636
Blueshift Asset Management
New Jersey
$902K +$902K +9,995 New
AWC
1637
Abundance Wealth Counselors
Pennsylvania
$901K +$5.51K +61 +0.6%
FC
1638
Forte Capital
New York
$900K +$11.3K +125 +1%
FFWA
1639
FRG Family Wealth Advisors
Washington
$899K -$615K -6,811 -41%
IC
1640
Inscription Capital
Texas
$899K -$9.48K -105 -1%
ZIC
1641
ZWJ Investment Counsel
Georgia
$897K -$4.42K -49 -0.5%
OTL
1642
Oak Thistle LLC
New York
$895K +$895K +9,917 New
EHWM
1643
Eads & Heald Wealth Management
Georgia
$893K -$17K -188 -2%
BBNA
1644
Bremer Bank National Association
Minnesota
$892K -$1.9K -21 -0.2%
SIC
1645
Samalin Investment Counsel
New York
$891K +$20.7K +229 +2%
MLL
1646
Moody Lynn & Lieberson
Massachusetts
$887K -$960K -10,632 -52%
NDSI
1647
Newman Dignan & Sheerar Inc
Rhode Island
$886K +$89.5K +991 +11%
AF
1648
Apexium Financial
Texas
$886K +$130K +1,440 +17%
HWP
1649
Highline Wealth Partners
California
$885K +$8.04K +89 +0.9%
TA
1650
TCM Advisors
West Virginia
$885K -$729K – –
64 65
66
67 68