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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 %
VC
2001
Vicus Capital
Pennsylvania
$533K -$100K -1,111 -16%
LAM
2002
LECAP Asset Management
United Kingdom
$533K +$533K +5,900 New
TF
2003
Trek Financial
Arizona
$532K +$3.07K +34 +0.6%
TLCM
2004
Twin Lakes Capital Management
California
$531K -$46.4K -514 -8%
PCFFS
2005
Pacific Center for Financial Services
California
$529K -$903 -10 -0.2%
LAM
2006
L2 Asset Management
Massachusetts
$529K +$510K +5,649 +2,729%
IF
2007
Intrua Financial
Texas
$528K -$20.2K -224 -4%
GFA
2008
Gallagher Fiduciary Advisors
Illinois
$528K -$65K -720 -11%
BFC
2009
Blue Fin Capital
Rhode Island
$528K -$391K -4,334 -43%
JCM
2010
Janney Capital Management
Pennsylvania
$526K -$5.38M -59,662 -91%
FBB
2011
Fulton Breakefield Broenniman
Maryland
$525K -$2.71K -30 -0.5%
ECA
2012
Elevated Capital Advisors
Utah
$525K -$9.57K -106 -2%
KDA
2013
Kraft Davis & Associates
Missouri
$525K +$525K +5,495 New
NPFS
2014
Novak & Powell Financial Services
Florida
$524K +$524K +5,806 New
MCWS
2015
McKinley Carter Wealth Services
West Virginia
$524K -$114K -1,263 -18%
TIA
2016
Tiemann Investment Advisors
California
$523K +$13.5K +150 +3%
TCM
2017
Tran Capital Management
California
$523K – – –
QWM
2018
Quadcap Wealth Management
Texas
$520K +$520K +5,759 New
BHBT
2019
Burke & Herbert Bank & Trust
Virginia
$520K -$271 -3 -0.1%
CM
2020
Caption Management
Oklahoma
$520K +$520K +5,756 New
WCM
2021
Whitener Capital Management
North Carolina
$519K -$19.7K -218 -4%
WIC
2022
Wilkins Investment Counsel
Massachusetts
$519K -$34.5K -382 -6%
RVPG
2023
Relative Value Partners Group
$518K -$69.2K -766 -12%
AIM
2024
Athena Investment Management
California
$518K – – –
TFG
2025
Taylor Financial Group
Virginia
$518K +$518K +5,737 New
79 80
81
82 83