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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 %
DA
2051
Detalus Advisors
Missouri
$498K -$52.8K -585 -10%
GFPC
2052
Global Financial Private Client
Florida
$497K -$4.7K -52 -0.9%
PWM
2053
Prentice Wealth Management
New York
$497K +$46.1K +511 +10%
GWANC
2054
Guardian Wealth Advisors (North Carolina)
North Carolina
$497K +$36.8K +408 +8%
PB
2055
Pinnacle Bancorp
Nebraska
$497K +$29.9K +331 +6%
ST
2056
Sabal Trust
Florida
$497K -$66.1K -732 -12%
OP
2057
ORG Partners
Indiana
$496K +$298K +3,304 +151%
FP
2058
Financial Perspectives
Minnesota
$496K +$361 +4 +0.1%
IIC
2059
Integrated Investment Consultants
Michigan
$496K – – –
BCFD
2060
Boit C.F. David
$495K – – –
WSCM
2061
Wellington Shields Capital Management
New York
$495K -$25.6K -284 -5%
RS
2062
Rakuten Securities
Japan
$495K +$495K +5,480 New
NJIM
2063
Nabity-Jensen Investment Management
Nebraska
$495K +$495K +5,478 New
NC
2064
Napatree Capital
Rhode Island
$495K +$495K +5,477 New
DIM
2065
Delta Investment Management
California
$494K +$7.22K +80 +1%
HCM
2066
Hutchinson Capital Management
California
$493K -$16.6K -184 -3%
WA
2067
WP Advisors
California
$492K -$54.5K -604 -10%
LA
2068
Lifeworks Advisors
Michigan
$492K -$64.4K -713 -12%
MWM
2069
Modern Wealth Management
Kansas
$492K +$492K +5,448 New
KLCM
2070
KG&L Capital Management
Louisiana
$492K -$54.8K -609 -10%
AAM
2071
Aureus Asset Management
Massachusetts
$490K +$25.1K +278 +5%
CA
2072
Crumly & Associates
Illinois
$490K +$139K +1,542 +40%
LB
2073
Legacy Bridge
Iowa
$490K -$83.3K -923 -15%
PL
2074
Perpetual Ltd
Australia
$489K -$108K -1,197 -18%
VA
2075
Vident Advisory
Georgia
$489K -$86K -952 -15%
81 82
83
84 85