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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 %
AWM
1726
Aberdeen Wealth Management
Illinois
$782K – – –
TPI
1727
Trust Point Inc
Wisconsin
$781K +$781K +8,654 New
WI
1728
Wintrust Investments
Illinois
$781K -$125K -1,387 -14%
CWP
1729
CFM Wealth Partners
Texas
$781K -$222K -2,455 -22%
HI
1730
Humankind Investments
New York
$780K -$83K -919 -10%
IRC
1731
Investors Research Corp
Georgia
$778K -$42.9K -475 -5%
OC
1732
Oakworth Capital
Alabama
$778K -$37K -410 -5%
SCP
1733
Sandhill Capital Partners
New York
$776K -$12K -133 -2%
AC
1734
Avestar Capital
New York
$775K +$320K +3,529 +70%
SJIM
1735
St. Johns Investment Management
Florida
$774K +$184K +2,039 +31%
EFL
1736
ERn Financial LLC
Wisconsin
$773K -$98.3K -1,066 -11%
CPRC
1737
Consolidated Portfolio Review Corp
New York
$773K -$139K -1,543 -15%
KFGK
1738
Keystone Financial Group (Kentucky)
Kentucky
$769K -$320K -3,540 -29%
BCG
1739
Breakwater Capital Group
New Jersey
$768K +$30.5K +321 +4%
MW
1740
Maia Wealth
Colorado
$766K +$766K +8,488 New
WGCA
1741
Wolf Group Capital Advisors
Virginia
$765K -$5.27K -59 -0.7%
LOIP
1742
Live Oak Investment Partners
Texas
$764K -$684K – –
PCM
1743
Penserra Capital Management
California
$763K -$160K -1,771 -17%
VIP
1744
Vista Investment Partners
Oklahoma
$760K +$760K +8,421 New
CFG
1745
Cooper Financial Group
California
$758K +$50K +554 +7%
GG
1746
Gleason Group
Kentucky
$758K +$171K +1,896 +29%
NB
1747
Nicolet Bankshares
Wisconsin
$756K +$44K +487 +6%
BWFA
1748
Baltimore-Washington Financial Advisors
Maryland
$750K -$3.79K -42 -0.5%
FTC
1749
Farmers Trust Company
Ohio
$747K +$339K +3,754 +83%
HAM
1750
Hedges Asset Management
Nevada
$745K +$18.1K +200 +2%
68 69
70
71 72