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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 %
MSFS
1801
Main Street Financial Solutions
Pennsylvania
$698K -$14.4K -160 -2%
FCAS
1802
First Command Advisory Services
Texas
$696K -$13.8K -153 -2%
CCWM
1803
Cassaday & Co Wealth Management
Virginia
$696K -$10.3K -114 -1%
VAS
1804
Valicenti Advisory Services
New York
$696K -$19.9K -220 -3%
RC
1805
Rovin Capital
Arizona
$696K +$220K +2,430 +46%
IUHSA
1806
Itau Unibanco Holding S.A.
Brazil
$695K -$1.89M -20,956 -73%
LSPW
1807
Lake Street Private Wealth
Illinois
$694K +$25.3K +280 +4%
WLG
1808
Williamson Legacy Group
Indiana
$693K +$693K +7,676 New
MFT
1809
Moisand Fitzgerald Tamayo
Florida
$693K +$43.2K +478 +7%
EM
1810
Excalibur Management
Massachusetts
$692K +$20.8K +230 +3%
CWM
1811
Centurion Wealth Management
Virginia
$691K +$53.3K +590 +8%
AA
1812
Aire Advisors
California
$689K +$194K +2,150 +39%
PVM
1813
Palogic Value Management
Texas
$689K +$94.7K +1,049 +16%
OPW
1814
Oxler Private Wealth
New York
$688K -$50.7K -561 -7%
LRPA
1815
L. Roy Papp & Associates
Arizona
$685K -$506K -5,608 -42%
AMIM
1816
Aull & Monroe Investment Management
Alabama
$685K -$18.1K -200 -3%
TW
1817
TrinityPoint Wealth
Connecticut
$684K -$17.2K -191 -2%
AFM
1818
Armstrong Fleming & Moore
District of Columbia
$683K – – –
TIMH
1819
Tilt Investment Management Holdings
New York
$683K -$186K -2,051 -21%
AWA
1820
Aaron Wealth Advisors
Illinois
$683K +$91.7K +1,016 +16%
HIA
1821
Harbor Investment Advisory
Maryland
$682K -$57.9K -641 -8%
WMG
1822
WESCAP Management Group
California
$682K -$19.4K -215 -3%
PFG
1823
PAX Financial Group
Texas
$682K +$90.8K +821 +15%
LWM
1824
Liberty Wealth Management
California
$681K -$9.03K -100 -1%
VCA
1825
Verdence Capital Advisors
Maryland
$680K -$5.78K -64 -0.8%
71 72
73
74 75