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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 %
AWA
1876
Amplius Wealth Advisors
Pennsylvania
$633K -$44.3K -491 -7%
DWM
1877
Drive Wealth Management
Utah
$633K +$98.3K +1,085 +18%
SFG
1878
StrategIQ Financial Group
Indiana
$632K -$29.3K -325 -4%
SWM
1879
Silverlake Wealth Management
Vermont
$632K -$127K -1,410 -17%
CCG
1880
Chatham Capital Group
Georgia
$629K -$1.45K -16 -0.2%
ST
1881
Spinnaker Trust
Maine
$627K +$70.4K +780 +13%
IWA
1882
Icon Wealth Advisors
Texas
$627K +$627K +6,942 New
MCM
1883
Mainstay Capital Management
Michigan
$626K +$73.7K +816 +13%
AWAG
1884
ARS Wealth Advisors Group
Florida
$625K -$219K -2,424 -26%
OFG
1885
Oxford Financial Group
Indiana
$625K +$162K +1,799 +35%
CPIA
1886
Cornell Pochily Investment Advisors
New York
$625K +$23.1K +256 +4%
AWA
1887
Acorn Wealth Advisors
Michigan
$624K -$90 -1 -0%
NICM
1888
Neo Ivy Capital Management
New York
$624K +$624K +6,916 New
WFA
1889
Wellspring Financial Advisors
Ohio
$624K +$5.78K +64 +0.9%
RW
1890
RVW Wealth
California
$624K -$2.53K -28 -0.4%
CWI
1891
Conscious Wealth Investments
Florida
$620K +$620K +6,540 New
PWM
1892
PBMares Wealth Management
Virginia
$620K -$542 -6 -0.1%
LCM
1893
Liberty Capital Management
Michigan
$620K -$212K -2,345 -25%
GWSG
1894
GPS Wealth Strategies Group
Colorado
$618K -$35K -388 -5%
MTWM
1895
Masso Torrence Wealth Management
New Jersey
$617K -$2.26K -25 -0.4%
PCG
1896
Prosperity Consulting Group
Maryland
$617K -$117K -1,293 -16%
CBFP
1897
Cedar Brook Financial Partners
Ohio
$617K -$984 -11 -0.2%
ITIM
1898
Indiana Trust & Investment Management
Indiana
$615K -$5.42K -60 -0.9%
FMN
1899
Financial Management Network
California
$614K +$7.36K +81 +1%
MCM
1900
Manchester Capital Management
Vermont
$613K +$114K +1,262 +23%
74 75
76
77 78