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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 %
EAM
2201
Evanson Asset Management
California
$407K +$15.3K +169 +4%
KAH
2202
Kathryn A. Hall
$407K – – –
TPWM
2203
Twelve Points Wealth Management
Massachusetts
$406K -$110K -1,216 -21%
SPWM
2204
Schrum Private Wealth Management
Florida
$406K -$34.1K -378 -8%
RBFC
2205
Roman Butler Fullerton & Co
Missouri
$405K -$96.9K -1,016 -19%
WAOI
2206
Wealth Advisors of Iowa
Iowa
$405K -$31.2K -346 -7%
SDH
2207
Sloy Dahl & Holst
Washington
$405K -$87.4K -968 -18%
IF
2208
Ironwood Financial
Arizona
$405K -$2.89K -32 -0.7%
IA
2209
IFG Advisors
Missouri
$403K +$1.35K +15 +0.3%
LI
2210
LVZ Inc
Michigan
$403K +$5.15K +57 +1%
LWM
2211
LongView Wealth Management
Georgia
$402K +$402K +4,483 New
LSA
2212
Lion Street Advisors
Texas
$401K -$61.2K -678 -13%
PCMC
2213
Planning Capital Management Corporation
Pennsylvania
$400K +$400K +4,435 New
MWA
2214
Monograph Wealth Advisors
California
$400K +$22.1K +244 +6%
VWM
2215
Venturi Wealth Management
Texas
$400K -$4.79K -53 -1%
NBT
2216
Northwest Bank & Trust
Iowa
$400K +$400K +4,426 New
SHFP
2217
Second Half Financial Partners
Florida
$399K +$1.26K +14 +0.3%
WFI
2218
West Family Investments
California
$398K +$3.07K +34 +0.8%
RWA
2219
Redhawk Wealth Advisors
Minnesota
$398K -$29.6K -328 -7%
BLC
2220
Brown, Lisle/Cummings
Rhode Island
$397K +$26.3K +291 +7%
PCMC
2221
Paragon Capital Management (Colorado)
Colorado
$397K -$2.71K -30 -0.7%
AWM
2222
Aprio Wealth Management
Georgia
$396K -$6.32K -70 -2%
BAG
2223
Bridgewealth Advisory Group
California
$395K +$45.1K +500 +13%
SFS
2224
Summit Financial Strategies
Ohio
$395K -$155K -1,717 -28%
AF
2225
Affiance Financial
Minnesota
$394K +$55K +609 +16%
87 88
89
90 91