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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 %
EI
1701
Ellevest Inc
New York
$810K +$269K +2,979 +50%
VW
1702
Vance Wealth
California
$809K -$44K -487 -5%
GGS
1703
Galvin Gaustad & Stein
Arizona
$809K -$16.7M -185,422 -95%
AGAM
1704
Audent Global Asset Management
California
$805K -$188K -2,080 -19%
PK
1705
Pflug Koory
Nebraska
$804K +$12.2K +135 +2%
AI
1706
Arvest Investments
Arkansas
$804K +$804K +8,902 New
FCP
1707
Fidelis Capital Partners
Florida
$802K +$230K +2,543 +40%
SCA
1708
Sippican Capital Advisors
Massachusetts
$802K +$36.3K +402 +5%
LWM
1709
Laidlaw Wealth Management
New York
$802K -$476K -5,273 -37%
UAML
1710
US Asset Management LLC
Pennsylvania
$798K +$798K +8,834 New
BL
1711
Balentine LLC
Georgia
$798K +$177K +1,955 +28%
UCB
1712
United Community Bank
South Carolina
$797K +$303K +3,358 +61%
OC
1713
Opinicus Capital
Florida
$797K +$797K +8,827 New
SEEDPG
1714
S.E.E.D. Planning Group
New York
$797K +$303K +3,357 +61%
SCM
1715
Spreng Capital Management
Ohio
$796K -$134K -1,487 -14%
GI
1716
Gradient Investments
Minnesota
$789K -$17.4K -193 -2%
BFO
1717
Biltmore Family Office
North Carolina
$788K -$9.06K -100 -1%
IA
1718
IFG Advisory
Georgia
$788K +$18.8K +208 +2%
BST
1719
Bath Savings Trust
Maine
$786K -$65.5K -725 -8%
SG
1720
Strid Group
Pennsylvania
$786K +$786K +8,702 New
AWM
1721
Aries Wealth Management
Maine
$785K +$223K +2,465 +40%
CIM
1722
CIM Investment Management
Pennsylvania
$785K – – –
OPTFSNA
1723
Old Point Trust & Financial Services N A
Virginia
$783K -$137K -1,516 -15%
GC
1724
Garde Capital
Washington
$782K -$335K -3,707 -30%
MA
1725
MCF Advisors
Kentucky
$782K -$221K -2,442 -22%
67 68
69
70 71