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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 %
OPA
1851
Old Port Advisors
Maine
$659K -$27.4K -303 -4%
WPA
1852
West Paces Advisors
Georgia
$658K -$6.77K -75 -1%
NA
1853
Navellier & Associates
Nevada
$656K +$2.71K +30 +0.4%
PA
1854
PFG Advisors
Arizona
$655K +$12K +133 +2%
MPW
1855
MGO Private Wealth
California
$655K +$23.6K +261 +4%
LCM
1856
LCM Capital Management
Illinois
$655K -$271 -3 -0%
V
1857
ViaWealth
Kansas
$654K -$116K -1,290 -15%
CC
1858
Copperleaf Capital
North Carolina
$654K -$130K -1,435 -17%
LCWP
1859
Legacy Capital Wealth Partners
Arkansas
$654K -$260K -2,879 -28%
PIA
1860
Pinion Investment Advisors
Kansas
$652K +$47.3K +524 +8%
WA
1861
WealthTrust Axiom
Pennsylvania
$647K +$59.9K +663 +10%
EP
1862
Eudaimonia Partners
Tennessee
$647K -$512K -5,665 -44%
PWM
1863
Power Wealth Management
Georgia
$645K +$645K +7,145 New
OWA
1864
Opal Wealth Advisors
New York
$643K +$86.1K +954 +15%
HWA
1865
Heritage Wealth Advisors
Virginia
$642K -$109K -1,210 -15%
PHIC
1866
Pine Haven Investment Counsel
Massachusetts
$640K – – –
GKIM
1867
GW&K Investment Management
Massachusetts
$639K -$940K -10,403 -60%
WPC
1868
White Pine Capital
Minnesota
$639K -$117K -1,300 -16%
PMSA
1869
Patrick M. Sweeney & Associates
Illinois
$638K +$638K +7,068 New
OFS
1870
OneAscent Financial Services
Alabama
$638K +$273K +3,022 +75%
MBTD
1871
Mechanics Bank - Trust Department
California
$638K +$76.7K +849 +14%
CVA
1872
Central Valley Advisors
California
$637K +$637K +7,055 New
RPCONE
1873
Retirement Planning Company of New England
Rhode Island
$636K -$37.9K -420 -6%
EWA
1874
EverSource Wealth Advisors
Alabama
$636K -$325K -3,595 -34%
CA
1875
CV Advisors
Florida
$634K -$781K -8,651 -55%
73 74
75
76 77