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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 %
HBW
1826
Hazlett, Burt & Watson
West Virginia
$680K -$32.5K -357 -5%
CWP
1827
Cyndeo Wealth Partners
Florida
$679K -$98.8K -1,094 -13%
GCM
1828
Greenland Capital Management
New York
$679K +$679K +7,517 New
TCM
1829
Triumph Capital Management
Colorado
$678K +$33.2K +367 +5%
CWS
1830
Cypress Wealth Services
California
$676K -$224K -2,482 -25%
LAM
1831
Lewis Asset Management
California
$675K +$675K +7,475 New
AL
1832
Arnhold LLC
New York
$674K – – –
FFO
1833
Fiduciary Family Office
Florida
$673K +$673K +7,450 New
EWA
1834
Evolution Wealth Advisors
Florida
$672K +$166K +1,842 +33%
QC
1835
Quent Capital
New York
$672K +$74.3K +823 +12%
DC
1836
DeDora Capital
California
$671K +$993 +11 +0.1%
ECG
1837
Edge Capital Group
Georgia
$670K +$54.4K +602 +9%
TI
1838
Truepoint Inc
Ohio
$670K +$124K +1,377 +23%
SC
1839
Saybrook Capital
North Carolina
$668K – – –
BFG
1840
Berger Financial Group
Minnesota
$668K -$46.2K -512 -6%
SFWC
1841
Strategic Family Wealth Counselors
New Jersey
$668K +$6.86K +76 +1%
PWM
1842
Paulson Wealth Management
Illinois
$667K +$192K +2,132 +41%
MMC
1843
Mizuho Markets Cayman
Cayman Islands
$667K -$563K -6,235 -46%
WP
1844
WealthPLAN Partners
Nebraska
$665K +$203K +2,243 +44%
AWS
1845
Aspen Wealth Strategies
Colorado
$665K +$1.63K +18 +0.2%
GA
1846
Goldstein Advisors
Wisconsin
$664K -$7.22K -80 -1%
TIA
1847
Traphagen Investment Advisors
New Jersey
$663K +$31.3K +347 +5%
CPIG
1848
Chicago Partners Investment Group
Illinois
$663K -$27.9K -298 -4%
PWPS
1849
Pinnacle Wealth Planning Services
Ohio
$663K +$147K +1,632 +29%
CWA
1850
Clarity Wealth Advisors
California
$659K -$14.3K -158 -2%
72 73
74
75 76