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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 %
WCF
1926
West Coast Financial
California
$592K -$5.89M -65,182 -91%
HCP
1927
Hexagon Capital Partners
Arkansas
$592K -$91.3K -1,011 -13%
LG
1928
LaFleur & Godfrey
Michigan
$591K – – –
AWM
1929
Austin Wealth Management
Texas
$590K +$333K +2,984 +130%
PP
1930
PDS Planning
Ohio
$588K +$117K +1,299 +25%
FHC
1931
First Heartland Consultants
Missouri
$587K -$6.95K -77 -1%
WH
1932
Willner & Heller
California
$587K +$587K +6,501 New
HAIM
1933
Hunter Associates Investment Management
Pennsylvania
$584K -$722 -8 -0.1%
PHK
1934
Point72 Hong Kong
Hong Kong
$582K +$582K +6,441 New
LC
1935
Landaas & Company
Wisconsin
$577K -$5.41K -60 -0.9%
MAM
1936
Milestone Asset Management
Pennsylvania
$577K +$21K +233 +4%
AFA
1937
American Financial Advisors
Georgia
$576K -$19.5K -216 -3%
FWM
1938
Finer Wealth Management
Massachusetts
$575K -$141K -1,561 -20%
WFAG
1939
Worth Financial Advisory Group
North Carolina
$573K -$125K -1,387 -18%
AC
1940
Allstate Corporation
Illinois
$573K +$79.5K +880 +16%
AIM
1941
Avity Investment Management
Connecticut
$572K – – –
SAM
1942
Smartleaf Asset Management
Massachusetts
$572K +$572K +6,342 New
CNC
1943
Citizens & Northern Corp
Pennsylvania
$571K -$32.9K -364 -5%
MAM
1944
Mystic Asset Management
Rhode Island
$570K -$20.4K -226 -3%
BDWCC
1945
B&D White Capital Company
Texas
$569K +$237K +2,625 +71%
BIM
1946
Barton Investment Management
Pennsylvania
$568K – – –
9WM
1947
9258 Wealth Management
Ohio
$568K -$37.9K -420 -6%
GBT
1948
Grove Bank & Trust
Florida
$568K -$31.6K -350 -5%
BEC
1949
Blue Edge Capital
Virginia
$567K +$36.1K +400 +7%
NL
1950
Navalign LLC
California
$566K -$204K -2,255 -26%
76 77
78
79 80