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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 %
PPWM
2151
Paragon Private Wealth Management
Kentucky
$442K -$2.26K -25 -0.5%
RFM
2152
Royal Fund Management
Florida
$441K +$10.2K +113 +2%
TNBTD
2153
Trustmark National Bank Trust Department
Mississippi
$440K -$49.7K -550 -10%
SWMP
2154
Signature Wealth Management Partners
New Jersey
$440K -$114K -1,262 -21%
AMM
2155
American Money Management
California
$439K -$65.6K -727 -13%
C
2156
CEDRUS
Colorado
$438K +$75.6K +837 +21%
HPWM
2157
High Pines Wealth Management
Massachusetts
$438K +$84.5K +936 +24%
OL
2158
OneFund LLC
Florida
$437K +$437K +4,839 New
SPL
2159
Smart Portfolios LLC
Washington
$436K +$436K +3,992 New
SSA
2160
South Street Advisors
New York
$436K – – –
LGWM
2161
Litman Gregory Wealth Management
California
$433K -$11.1K -123 -2%
GA
2162
Geller Advisors
New York
$432K -$30.7K -339 -7%
ISWM
2163
Independent Solutions Wealth Management
New York
$432K -$77.2K -855 -15%
QPW
2164
Quantum Private Wealth
Florida
$430K -$10.3K -114 -2%
TPWA
2165
TRUE Private Wealth Advisors
Oregon
$430K -$16K -177 -4%
HA
2166
Harbor Advisors
Florida
$430K -$3.14M -34,737 -88%
IFU
2167
iSAM Funds (UK)
United Kingdom
$429K +$429K +4,754 New
HBCM
2168
Heron Bay Capital Management
Michigan
$429K – – –
PBF
2169
Petix & Botte Financial
California
$428K – – –
FNBOMD
2170
First National Bank of Mount Dora
Florida
$427K +$21.7K +240 +5%
RIS
2171
Retirement Income Solutions
Michigan
$427K +$23.9K +265 +6%
SAI
2172
Systematic Alpha Investments
New Jersey
$427K – – –
RWP
2173
Revolve Wealth Partners
New Jersey
$426K +$50.5K +559 +13%
DCM
2174
Dudley Capital Management
Virginia
$424K -$237K -2,630 -36%
ILI
2175
Invesco LLC (Illinois)
Illinois
$424K +$28.7K +318 +7%
85 86
87
88 89