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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 %
AFO
1751
Arrowroot Family Office
California
$743K -$178K -1,969 -19%
IP
1752
Investment Partners
Ohio
$743K -$32.1K -356 -4%
TPW
1753
Tiller Private Wealth
Pennsylvania
$741K +$86.3K +956 +13%
FFA
1754
Founders Financial Alliance
North Carolina
$739K -$3.61K -40 -0.5%
MFA
1755
Mayflower Financial Advisors
Massachusetts
$738K -$83.7K -927 -10%
CW
1756
CIC Wealth
Maryland
$737K -$100K -1,111 -12%
CFD
1757
Creative Financial Designs
Indiana
$736K +$472K +5,232 +179%
CW
1758
CreativeOne Wealth
Kansas
$734K +$123K +1,358 +20%
HAM
1759
Harmony Asset Management
Arizona
$733K +$733K +8,121 New
PG
1760
Proffitt & Goodson
Tennessee
$732K +$53.9K +597 +8%
PBK
1761
Peoples Bank (Kansas)
Kansas
$732K -$80.8K -895 -10%
WCG
1762
Weaver Consulting Group
California
$730K +$18.6K +206 +3%
AI
1763
Accredited Investors
Minnesota
$730K +$6.23K +69 +0.9%
FNA
1764
First National Advisers
Nebraska
$729K +$289K +3,200 +66%
T
1765
TOBAM
France
$729K -$80K -886 -10%
DL
1766
DOHJ LLC
Washington
$726K -$115K -1,276 -14%
SL
1767
Sonnipe Ltd
Isle Of Man
$725K – – –
FUBT
1768
First United Bank & Trust
Maryland
$725K -$148K -1,636 -17%
FNBSF
1769
First National Bank Sioux Falls
South Dakota
$724K +$234K +2,593 +48%
OF
1770
Outfitter Financial
Maine
$723K -$377K -4,170 -34%
AEPWM
1771
Atlantic Edge Private Wealth Management
Florida
$723K +$723K +8,004 New
CASB
1772
Cape Ann Savings Bank
Massachusetts
$723K +$52.4K +546 +8%
CAM
1773
Cozad Asset Management
Illinois
$720K -$46.3K -513 -6%
AA
1774
Advisory Alpha
Michigan
$720K +$55K +609 +8%
JFGIW
1775
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$718K +$204K +2,255 +40%
69 70
71
72 73