DIS icon

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 %
BB
1651
Burford Brothers
Texas
$879K +$879K +9,740 New
UBG
1652
United Bank (Georgia)
Georgia
$879K +$227K +2,519 +35%
RCG
1653
Resource Consulting Group
Florida
$879K +$251K +2,783 +40%
BC
1654
Burney Company
Virginia
$877K -$54.9K -608 -6%
IA
1655
Icon Advisers
Colorado
$876K – – –
TNA
1656
True North Advisors
Texas
$872K -$89.2K -988 -9%
EB
1657
Eastern Bank
Massachusetts
$870K +$45.1K +500 +5%
CA
1658
Cornerstone Advisory
Maryland
$869K -$150K -1,658 -15%
ZCI
1659
Zevenbergen Capital Investments
Washington
$868K -$152K -1,680 -15%
S
1660
Sachetta
Massachusetts
$868K +$868K +9,601 New
OIA
1661
Optimum Investment Advisors
Illinois
$865K -$80.1K -887 -8%
BTI
1662
Blue Trust Inc
Georgia
$864K -$124K -1,535 -13%
VBCG
1663
Valley Brook Capital Group
Pennsylvania
$863K -$62.1K -688 -7%
ET
1664
Equitable Trust
Tennessee
$859K +$102K +1,129 +13%
HCP
1665
Holt Capital Partners
Texas
$859K -$47.9K -530 -5%
EBT
1666
Enterprise Bank & Trust
Massachusetts
$858K +$116K +1,280 +16%
ACM
1667
AlphaStar Capital Management
North Carolina
$857K -$165K -1,832 -16%
BHC
1668
Bowen Hanes & Co
Florida
$853K -$289K -3,200 -25%
LFG
1669
Larson Financial Group
Missouri
$851K -$60K -665 -7%
PSB
1670
Piscataqua Savings Bank
New Hampshire
$849K – – –
IIM
1671
Intact Investment Management
Quebec, Canada
$844K – – –
GFP
1672
Gryphon Financial Partners
Ohio
$842K +$842K +6,684 New
BTW
1673
Boston Trust Walden
Massachusetts
$842K -$9.75K -108 -1%
TBWA
1674
Three Bridge Wealth Advisors
California
$841K -$1.14M -12,523 -58%
MPW
1675
Monterey Private Wealth
California
$841K +$6.68K +74 +0.8%
65 66
67
68 69