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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 %
FC
2176
FCA Corp
Texas
$424K – – –
BCPWM
2177
Bradley & Co Private Wealth Management
Florida
$424K -$90.9K -1,007 -18%
ACM
2178
Argent Capital Management
Missouri
$423K -$62.8K -695 -13%
EA
2179
Eclectic Associates
California
$422K -$288K -3,193 -41%
SFA
2180
Source Financial Advisors
New York
$422K +$30.2K +334 +8%
LF
2181
LifeSteps Financial
California
$421K +$27.6K +306 +7%
OIM
2182
Orca Investment Management
Oregon
$421K +$32.8K +363 +8%
FPFS
2183
First Personal Financial Services
North Carolina
$421K -$5.96K -66 -1%
ARC
2184
Advisor Resource Council
Texas
$420K -$390K -4,314 -48%
FMI
2185
F/M Investments
District of Columbia
$419K – – –
HKAM
2186
Horizon Kinetics Asset Management
New York
$418K +$152K +1,682 +57%
AFG
2187
Allegheny Financial Group
Pennsylvania
$416K +$16.3K +181 +4%
HCA
2188
Horan Capital Advisors
Ohio
$416K -$2.71K -30 -0.6%
EFA
2189
Evernest Financial Advisors
Indiana
$415K +$415K +4,598 New
SFS
2190
Strategic Financial Services
New York
$415K -$122K -1,350 -23%
BHPW
2191
Beverly Hills Private Wealth
California
$414K -$14.7K -163 -3%
BPFA
2192
Barnes Pettey Financial Advisors
Mississippi
$414K -$5.42K -60 -1%
MLFP
2193
MPS Loria Financial Planners
Illinois
$413K +$4.79K +53 +1%
AI
2194
ArchPoint Investors
Florida
$412K – – –
LWL
2195
Leo Wealth LLC
Texas
$412K +$412K +3,865 New
SWM
2196
Sendero Wealth Management
Texas
$412K – – –
EFSCE
2197
Enterprise Financial Services Corp (EFSC)
Missouri
$411K +$117K +1,291 +40%
CAS
2198
Coppell Advisory Solutions
Texas
$411K +$105K +1,167 +35%
RIM
2199
Rakuten Investment Management
Japan
$409K +$409K +4,524 New
WA
2200
Wealth Architects
California
$408K -$29.5K -327 -7%
86 87
88
89 90