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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 %
PGWM
1901
Parisi Gray Wealth Management
New Jersey
$612K -$55.8K -618 -8%
LWA
1902
Lantern Wealth Advisors
New York
$612K +$612K +6,782 New
CIC
1903
Crawford Investment Counsel
Georgia
$611K +$90.8K +1,006 +17%
MTIC
1904
Missouri Trust & Investment Company
Missouri
$611K -$43.8K -485 -7%
AWM
1905
Aviso Wealth Management
Washington
$610K +$610K +6,758 New
PSF
1906
Pacific Sun Financial
California
$610K +$8.4K +93 +1%
CCG
1907
Coastwise Capital Group
California
$610K +$13.5K +149 +2%
PMFA
1908
Plante Moran Financial Advisors
Michigan
$610K +$25.9K +287 +4%
ZIM
1909
Zacks Investment Management
Illinois
$609K -$12K -133 -2%
SIA
1910
Soltis Investment Advisors
Utah
$609K +$542 +6 +0.1%
FAM
1911
Formidable Asset Management
Ohio
$608K -$1.63K -18 -0.3%
PFS
1912
Prospect Financial Services
New York
$604K +$604K +6,690 New
PAM
1913
Palisade Asset Management
Minnesota
$604K +$74.9K +829 +14%
NCM
1914
NCM Capital Management
New Jersey
$603K -$15.8K -175 -3%
GHA
1915
GW Henssler & Associates
Georgia
$602K -$7.31K -81 -1%
BIM
1916
Baldwin Investment Management
Pennsylvania
$601K -$113K -1,250 -16%
JGIA
1917
Jackson Grant Investment Advisers
Connecticut
$598K – – –
LNB
1918
Ledyard National Bank
$597K -$62.8K -696 -10%
JIR
1919
James Investment Research
Ohio
$597K -$6.68K -74 -1%
APG
1920
Abacus Planning Group
South Carolina
$596K -$174K -1,925 -23%
HC
1921
Hara Capital
Washington
$596K +$596K +6,599 New
OAM
1922
Oak Asset Management
California
$596K -$53.3K -590 -8%
AO
1923
Advisor OS
Illinois
$594K +$94K +1,041 +19%
TVAMP
1924
Tennessee Valley Asset Management Partners
Tennessee
$594K +$289K +3,202 +95%
RFA
1925
ROI Financial Advisors
Oregon
$593K +$593K +6,570 New
75 76
77
78 79