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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
2026
Veracity Capital
Georgia
$517K +$11.2K +124 +2%
OAM
2027
Oxford Asset Management
United Kingdom
$514K +$514K +5,695 New
BWM
2028
Baystate Wealth Management
Massachusetts
$512K -$27.2K -301 -5%
WIA
2029
Westbourne Investment Advisors
Maryland
$511K -$18.1K -200 -3%
B
2030
Bridgeworth
Alabama
$509K -$1.9K -21 -0.4%
NF
2031
Nikulski Financial
Iowa
$508K -$235K -2,600 -32%
AIM
2032
Alhambra Investment Management
Florida
$507K +$12.7K +141 +3%
SAM
2033
Summit Asset Management
Tennessee
$507K +$39.3K +435 +8%
HWM
2034
Hohimer Wealth Management
Washington
$507K -$104K -1,152 -17%
MPCG
2035
Matrix Private Capital Group
New York
$507K -$164K -1,809 -24%
LSV Asset Management
2036
LSV Asset Management
Illinois
$506K – – –
AWG
2037
Altus Wealth Group
Colorado
$505K -$33.4K -370 -6%
ORAM
2038
One River Asset Management
Connecticut
$504K -$136K -1,503 -21%
GSIS
2039
Global Strategic Investment Solutions
Arizona
$503K +$42.6K +472 +9%
WWM
2040
Westwood Wealth Management
California
$503K -$28.9K -320 -5%
SPG
2041
Strategic Planning Group
Utah
$503K +$503K +5,569 New
CRWM
2042
Castle Rock Wealth Management
California
$501K -$3.08K -34 -0.6%
MCM
2043
Morton Capital Management
California
$501K -$30.2K -335 -6%
PMG
2044
ProVise Management Group
Florida
$501K +$34.2K +379 +7%
MCM
2045
Maple Capital Management
Vermont
$500K +$3.25K +36 +0.7%
PA
2046
Probity Advisors
Texas
$499K +$8.22K +91 +2%
SWIM
2047
Smallwood Wealth Investment Management
New Jersey
$499K -$4.88K -54 -1%
SW
2048
SkyOak Wealth
Michigan
$498K -$4.7K -52 -0.9%
FWM
2049
Forza Wealth Management
Florida
$498K -$18.1K -200 -3%
PFWA
2050
Paces Ferry Wealth Advisors
Georgia
$498K -$99.4K -1,101 -17%
80 81
82
83 84