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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 %
DIP
2101
Davis Investment Partners
North Carolina
$469K – – –
HIC
2102
Holderness Investments Company
North Carolina
$469K -$17.8K -197 -4%
KSWWM
2103
Keyes Stange & Wooten Wealth Management
Florida
$467K +$467K +5,172 New
SIM
2104
Sentry Investment Management
Wisconsin
$466K -$495K -5,474 -51%
PG
2105
Patten Group
Tennessee
$465K -$105K -1,164 -18%
FFB
2106
First Financial Bankshares
Texas
$465K +$465K +5,145 New
CWM
2107
Chesapeake Wealth Management
Virginia
$464K -$527K -5,838 -53%
PFSC
2108
Peoples Financial Services Corp
Pennsylvania
$464K -$149K -1,650 -24%
CCM
2109
Cinctive Capital Management
New York
$462K -$1.45M -16,104 -76%
PCS
2110
Personal CFO Solutions
New Jersey
$461K -$59.7K -661 -11%
BSA
2111
Braun Stacey Associates
New York
$461K -$585K -6,477 -56%
CWM
2112
C2C Wealth Management
Arizona
$460K -$1.94M -21,473 -81%
PMA
2113
Prudent Man Advisors
Illinois
$459K -$13K -144 -3%
WCA
2114
Waypoint Capital Advisors
Minnesota
$459K -$6.5K -72 -1%
KFA
2115
Kapstone Financial Advisors
Ohio
$458K -$107K -1,123 -19%
VCM
2116
Virtue Capital Management
Tennessee
$458K -$47.3K -522 -9%
NPA
2117
Nichols & Pratt Advisers
Massachusetts
$457K -$62.3K -690 -12%
SIAG
2118
Safeguard Investment Advisory Group
California
$457K -$1.72K -19 -0.4%
BA
2119
Bluesphere Advisors
Pennsylvania
$457K -$22.6K -250 -5%
EFG
2120
Everhart Financial Group
Ohio
$456K +$456K +5,055 New
HR
2121
Hardy Reed
Mississippi
$456K -$155K -1,714 -25%
MWM
2122
Meritas Wealth Management
California
$456K +$3.79K +42 +0.8%
PPW
2123
Presilium Private Wealth
Pennsylvania
$456K -$3.16K -35 -0.7%
ACP
2124
Aveo Capital Partners
Colorado
$455K -$626K -6,929 -58%
RIG
2125
RiverFront Investment Group
Virginia
$455K +$16.6K +184 +4%
83 84
85
86 87