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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 %
PFG
2126
Prosperity Financial Group
California
$454K -$8.94K -99 -2%
USB
2127
Union Savings Bank
Connecticut
$453K -$51.6K -571 -10%
6F
2128
626 Financial
Michigan
$452K -$16K -177 -3%
WW
2129
Waterfront Wealth
Kansas
$452K -$46.5K -515 -9%
MSG
2130
Main Street Group
Virginia
$452K +$452K +5,006 New
EIP
2131
Ellis Investment Partners
Pennsylvania
$452K -$8.58K -95 -2%
BAM
2132
BOCHK Asset Management
Hong Kong
$451K +$451K +5,000 New
MA
2133
MJP Associates
Connecticut
$451K +$23.2K +257 +5%
VAG
2134
VisionPoint Advisory Group
Texas
$451K +$51.3K +568 +13%
AC
2135
AlphaCore Capital
California
$450K -$116K -1,282 -21%
CSC
2136
Caldwell Sutter Capital
California
$449K +$3.97K +44 +0.9%
WAG
2137
Wiser Advisor Group
Arizona
$448K +$448K +4,959 New
S
2138
Sunpointe
Missouri
$448K +$448K +4,942 New
GWI
2139
Grace & White Inc
New York
$447K – – –
HNWAG
2140
High Net Worth Advisory Group
Florida
$446K -$36K -399 -7%
PWMG
2141
Provence Wealth Management Group
California
$445K +$283K +3,139 +175%
EDRIA
2142
Edmonds Duncan Registered Investment Advisors
Kansas
$445K -$4.17M -46,148 -90%
HB
2143
HTLF Bank
Colorado
$444K +$444K +4,921 New
FG
2144
Foster Group
Iowa
$444K – – –
3IP
2145
3Chopt Investment Partners
Virginia
$444K +$444K +4,902 New
HC
2146
Hendley & Co
Ohio
$444K +$902 +10 +0.2%
CPSAC
2147
Chas P. Smith & Associates (CPS)
Florida
$443K -$2.53K -28 -0.6%
GCIM
2148
Gunn & Company Investment Management
Florida
$443K +$443K +4,909 New
IIM
2149
InTrack Investment Management
Vermont
$442K -$4.52K -50 -1%
AA
2150
Alta Advisers
United Kingdom
$442K – – –
84 85
86
87 88