DIS icon

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 %
WDG
2076
Wealth Dimensions Group
Ohio
$488K -$14.4K -159 -3%
AFAS
2077
Acorn Financial Advisory Services
Virginia
$487K -$43.7K -484 -8%
NCM
2078
Northside Capital Management
Oregon
$485K – – –
NCM
2079
Neumann Capital Management
California
$484K – – –
MCP
2080
Mirador Capital Partners
California
$484K +$5.06K +56 +1%
GJIA
2081
Glass Jacobson Investment Advisors
Maryland
$484K +$1.99K +22 +0.4%
CYG
2082
Clean Yield Group
Vermont
$483K – – –
SAM
2083
SP Asset Management
California
$482K -$45.1K -500 -9%
AF
2084
Advisornet Financial
Minnesota
$482K -$401K -4,440 -45%
VWA
2085
Visionary Wealth Advisors
Illinois
$482K -$22.7K -251 -4%
CF
2086
Copperwynd Financial
Arizona
$482K +$27.4K +303 +6%
SCM
2087
Saxony Capital Management
Missouri
$481K +$481K +5,324 New
FFC
2088
First Financial Corp
Indiana
$480K +$18.1K +200 +4%
NPT
2089
Nixon Peabody Trust
Massachusetts
$480K -$944K -10,456 -66%
FCT
2090
First Community Trust
Iowa
$479K – – –
PSCM
2091
Per Stirling Capital Management
Texas
$479K +$28K +310 +6%
VCM
2092
Vivaldi Capital Management
Illinois
$476K +$96.3K +872 +25%
TWA
2093
TCI Wealth Advisors
Arizona
$475K -$32.7K -362 -6%
CA
2094
Carson Advisory
Georgia
$475K -$30K -332 -6%
GAM
2095
Grandview Asset Management
Pennsylvania
$474K -$68.7K -762 -13%
IIA
2096
Integral Investment Advisors
California
$474K +$28.7K +318 +6%
BAAM
2097
Baker Avenue Asset Management
California
$473K +$283K +3,132 +149%
1IA
2098
1620 Investment Advisors
Massachusetts
$473K +$14.7K +163 +3%
RFG
2099
RFP Financial Group
Georgia
$472K +$8.31K +92 +2%
GTAM
2100
Global Trust Asset Management
Florida
$470K -$118K -1,304 -20%
82 83
84
85 86