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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 %
CastleKeep Investment Advisors
1676
CastleKeep Investment Advisors
Connecticut
$840K +$840K +9,298 New
GPA
1677
Garrison Point Advisors
California
$839K -$50.1K -555 -6%
AA
1678
ALPS Advisors
Colorado
$833K -$9.48K -105 -1%
HP
1679
Hilltop Partners
Indiana
$833K -$271K -2,999 -25%
PIM
1680
Profit Investment Management
Maryland
$833K +$62.5K +692 +8%
TTWM
1681
TCV Trust & Wealth Management
Virginia
$831K -$7.63M -84,512 -90%
LA
1682
LexAurum Advisors
Kansas
$831K -$135K -1,500 -14%
JWM
1683
Jupiter Wealth Management
Colorado
$830K +$102K +1,125 +14%
TIA
1684
Trust Investment Advisors
Indiana
$830K -$355K -3,928 -30%
MW
1685
Marcum Wealth
Ohio
$828K -$76.5K -847 -8%
SFP
1686
Sweet Financial Partners
Minnesota
$828K -$7.58K -84 -0.9%
PWMG
1687
Prestige Wealth Management Group
New Jersey
$824K +$109K +1,199 +15%
BA
1688
Bridge Advisory
California
$823K -$39.5K -437 -5%
WDA
1689
Wendell David Associates
New Hampshire
$822K -$177K -1,961 -18%
NG
1690
Norden Group
Utah
$821K -$313K -3,466 -28%
VF
1691
VitalStone Financial
Texas
$820K +$707K +7,833 +628%
WIM
1692
Westside Investment Management
California
$819K -$297K -3,288 -27%
SQA
1693
Simon Quick Advisors
New Jersey
$819K +$50K +554 +7%
HHAA
1694
Henry H. Armstrong Associates
Pennsylvania
$818K – – –
BWP
1695
Baldwin Wealth Partners
Massachusetts
$817K -$50.1K -555 -6%
SP
1696
Symmetry Partners
Connecticut
$817K +$464K +5,129 +131%
SP
1697
Successful Portfolios
Florida
$814K +$57.5K +637 +8%
ZIG
1698
Zullo Investment Group
Pennsylvania
$813K -$13.3K -147 -2%
JF
1699
Joule Financial
Kentucky
$812K +$540K +5,985 +199%
CHAM
1700
Clear Harbor Asset Management
Connecticut
$811K -$136K -1,505 -14%
66 67
68
69 70