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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 %
MC
1976
Machina Capital
France
$551K +$551K +6,101 New
RZH
1977
Relyea Zuckerberg Hanson
Connecticut
$551K +$62.9K +697 +13%
TCBWMS
1978
Texas Capital Bank Wealth Management Services
Texas
$551K -$2.73M -30,270 -83%
RFS
1979
Richardson Financial Services
Massachusetts
$551K +$551K +6,099 New
BFG
1980
Beacon Financial Group
Texas
$550K -$94.5K -1,047 -15%
BCP
1981
Berkeley Capital Partners
Georgia
$550K -$29.9K -331 -5%
MCM
1982
McDonough Capital Management
Florida
$547K -$104K -1,150 -16%
SWP
1983
Strategic Wealth Partners
Ohio
$547K -$174K -1,932 -24%
D
1984
Diversified
Delaware
$546K +$22.1K +245 +4%
WC
1985
Waterloo Capital
Texas
$546K +$546K +6,043 New
KTA
1986
Keeley-Teton Advisors
Illinois
$545K – – –
FPF
1987
First Pacific Financial
Washington
$545K +$7.4K +82 +1%
FZCM
1988
Flynn Zito Capital Management
New York
$544K +$7.68K +85 +1%
MGWM
1989
Marks Group Wealth Management
Minnesota
$543K +$90.3K +1,000 +20%
AFA
1990
Arlington Financial Advisors
California
$543K -$2.38M -26,348 -81%
ROTUOC
1991
Regents of the University of California
California
$542K – – –
CBOR
1992
Community Bank of Raymore
Missouri
$541K +$23.5K +260 +5%
HIC
1993
Harvey Investment Company
Kentucky
$541K – – –
AAS
1994
Annex Advisory Services
Wisconsin
$541K -$65K -720 -11%
PL
1995
Plancorp LLC
Missouri
$541K +$1.72K +19 +0.3%
SEIA
1996
Signature Estate & Investment Advisors
California
$538K -$42.8M -474,096 -99%
RSA
1997
River Street Advisors
Illinois
$537K -$98.9K -1,095 -16%
MAWCM
1998
Mine & Arao Wealth Creation & Management
California
$536K -$4.51K -50 -0.8%
AC
1999
Apella Capital
Connecticut
$536K -$13.6K -150 -2%
AIA
2000
Angeles Investment Advisors
California
$535K +$155K +1,713 +41%
78 79
80
81 82