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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 %
SSA
2226
Sierra Summit Advisors
Nevada
$393K +$393K +4,355 New
AIMA
2227
Ables Iannone Moore & Associates
Georgia
$393K +$393K +4,354 New
WAOTB
2228
Wealth Advisors of Tampa Bay
Florida
$392K -$1.46M -16,125 -79%
FFP
2229
FourThought Financial Partners
Florida
$392K -$217K -2,401 -36%
MIP
2230
Marietta Investment Partners
Wisconsin
$392K -$308K -3,413 -44%
SAI
2231
Savvy Advisors Inc
New York
$391K +$391K +4,334 New
SL
2232
Sentry LLC
Tennessee
$391K -$114K -1,260 -23%
FA
2233
Fortis Advisors
Pennsylvania
$390K – – –
CA
2234
Cresta Advisors
Texas
$390K +$108K +1,200 +38%
LHC
2235
Little House Capital
Massachusetts
$389K -$22.3K -247 -5%
AAG
2236
Armstrong Advisory Group
Massachusetts
$389K -$26.4K -292 -6%
MWM
2237
Merriman Wealth Management
Washington
$388K -$8.59K -95 -2%
GEA
2238
Glen Eagle Advisors
New Jersey
$388K +$813 +9 +0.2%
FSA
2239
Financial Security Advisor
Virginia
$387K -$14.1K -156 -4%
GAM
2240
Gemmer Asset Management
California
$386K +$11.2K +124 +3%
WHG
2241
Westwood Holdings Group
Texas
$386K +$90.1K +998 +30%
FIM
2242
Freedom Investment Management
Connecticut
$385K -$109K -1,204 -22%
OPWM
2243
Oxinas Partners Wealth Management
Indiana
$385K -$30.6K -339 -7%
DC
2244
Dorval Corp
Minnesota
$384K +$384K +4,248 New
GIA
2245
Guyasuta Investment Advisors
Pennsylvania
$383K -$8.04K -89 -2%
SL
2246
Salomon & Ludwin
Virginia
$383K – – –
EWM
2247
EPG Wealth Management
Georgia
$382K -$29.2K -264 -7%
VCM
2248
Viewpoint Capital Management
Washington
$382K -$56.9K -630 -13%
FAG
2249
Fortitude Advisory Group
Washington
$382K -$127K -1,408 -25%
SWA
2250
SFMG Wealth Advisors
Texas
$379K +$29.9K +331 +9%
88 89
90
91 92