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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 %
BCA
1951
Bray Capital Advisors
Florida
$566K +$993 +11 +0.2%
SSWM
1952
Sheets Smith Wealth Management
North Carolina
$566K -$26.2K -290 -4%
LWA
1953
Lineweaver Wealth Advisors
Ohio
$565K +$186K +2,057 +49%
PCA
1954
Peddock Capital Advisors
Massachusetts
$565K -$66.3K -734 -11%
IIM
1955
Ipswich Investment Management
Massachusetts
$564K -$47.9K -530 -8%
TF
1956
Tompkins Financial
New York
$563K -$116K -1,283 -17%
VNA
1957
Valley National Advisers
Pennsylvania
$562K -$24K -266 -4%
CBT
1958
Central Bank & Trust
Kentucky
$561K -$116K -1,287 -17%
AIM
1959
Access Investment Management
Georgia
$561K +$561K +6,216 New
HWM
1960
Hemington Wealth Management
Virginia
$561K +$83.5K +925 +17%
GWA
1961
GGM Wealth Advisors
Maryland
$561K +$95 +1 +0%
GSEP
1962
Golden State Equity Partners
California
$561K +$48.9K +542 +10%
DDC
1963
DF Dent & Co
Maryland
$559K +$234K +2,587 +72%
BIA
1964
Beacon Investment Advisors
Maryland
$558K -$120K -1,330 -18%
IHL
1965
Investment House LLC
California
$558K -$9.03K -100 -2%
MS
1966
Mizuho Securities
Japan
$557K +$261K +2,890 +88%
MCA
1967
MSH Capital Advisors
Arizona
$557K -$953K -10,559 -63%
VCWA
1968
Vanguard Capital Wealth Advisors
Colorado
$556K -$253K -2,800 -31%
CCT
1969
Chemung Canal Trust
New York
$555K -$40.2K -445 -7%
MAC
1970
Mason & Associates (California)
California
$554K +$14.2K +157 +3%
AA
1971
Addison Advisors
Vermont
$554K +$35.3K +391 +7%
SIAP
1972
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$554K -$99.8K -1,105 -15%
PFBT
1973
Parkside Financial Bank & Trust
Missouri
$553K +$109K +1,202 +24%
TWP
1974
Tyche Wealth Partners
Texas
$553K +$553K +6,125 New
MC
1975
Mathes Company
New York
$552K – – –
77 78
79
80 81