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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 %
SWAG
1776
Spectrum Wealth Advisory Group
California
$718K – – –
SWA
1777
Sax Wealth Advisors
New Jersey
$718K +$275K +3,045 +62%
SOS
1778
Silver Oak Securities
Tennessee
$716K +$485K +5,376 +210%
RWP
1779
Ridgecrest Wealth Partners
California
$715K +$361 +4 +0.1%
SI
1780
Seeds Investor
New York
$714K +$714K +7,904 New
DP
1781
Dearborn Partners
Illinois
$713K -$106K -1,170 -13%
SC
1782
Schulhoff & Co
Ohio
$712K – – –
FW
1783
FirstPurpose Wealth
Utah
$711K +$903 +10 +0.1%
BFA
1784
Beacon Financial Advisory
Ohio
$710K +$76.3K +845 +12%
SA
1785
SRH Advisors
Kansas
$709K – – –
EWA
1786
Etesian Wealth Advisors
Oregon
$708K -$13.9K -154 -2%
FDCP
1787
Foster Dykema Cabot & Partners
Massachusetts
$707K +$707K +7,807 New
PTP
1788
Platform Technology Partners
New York
$707K -$47.2K -432 -6%
MSA
1789
Marino Stram & Associates
Massachusetts
$706K -$13.9K -154 -2%
LP
1790
LGL Partners
Pennsylvania
$706K -$46.1K -511 -6%
TCG
1791
Transcendent Capital Group
Oklahoma
$705K +$705K +7,804 New
KCFA
1792
Key Client Fiduciary Advisors
New Jersey
$704K -$31.2K -345 -4%
CI
1793
CX Institutional
Indiana
$703K +$399K +4,420 +131%
GCM
1794
Gables Capital Management
Florida
$702K -$12.2K -135 -2%
WAS
1795
Wealth Advisory Solutions
Indiana
$701K -$2.44K -27 -0.3%
CBT
1796
CoreFirst Bank & Trust
Kansas
$699K -$56.5K -626 -7%
KWS
1797
Keystone Wealth Services
California
$699K -$28K -310 -4%
AWM
1798
Angeles Wealth Management
California
$699K -$157K -1,739 -18%
VA
1799
Valmark Advisers
Ohio
$699K +$32.4K +359 +5%
NFG
1800
Nadler Financial Group
Illinois
$699K -$133K -1,472 -16%
70 71
72
73 74