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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 %
ACM
2251
Arcataur Capital Management
Wisconsin
$378K +$36.1K +400 +11%
GRQ
2252
Gardner Russo & Quinn
Pennsylvania
$377K -$18K -199 -5%
WIM
2253
Wittenberg Investment Management
Massachusetts
$376K – – –
MPCL
2254
My Personal CFO LLC
Washington
$376K +$25.4K +281 +7%
LS
2255
Livforsakringsbolaget Skandia
Sweden
$375K +$157K +1,729 +72%
SFS
2256
Stiles Financial Services
Minnesota
$375K -$92.1K -1,020 -20%
CIG
2257
Consolidated Investment Group
Colorado
$375K -$1.81M -20,052 -83%
PSP
2258
Pacific Sage Partners
Washington
$374K -$6.41K -71 -2%
MSRI
2259
Michael S. Ryan Inc
New York
$373K +$3.97K +44 +1%
BMO
2260
Beck Mack & Oliver
New York
$373K -$2.26K -25 -0.6%
CCIA
2261
Campbell & Co Investment Adviser
Maryland
$373K +$373K +4,131 New
SIAG
2262
Signet Investment Advisory Group
Rhode Island
$371K -$21.1K -234 -5%
SIS
2263
Sound Income Strategies
Florida
$370K +$155K +1,719 +72%
CP
2264
Castleview Partners
Texas
$369K +$36.4K +403 +11%
W
2265
Wealthquest
Ohio
$369K -$4.97K -55 -1%
GSB
2266
Greenfield Savings Bank
Massachusetts
$369K -$162K -1,789 -30%
RWA
2267
Redmont Wealth Advisors
Illinois
$369K +$369K +4,087 New
TA
2268
TFG Advisers
Michigan
$369K -$65.6K -727 -15%
EB
2269
Exchange Bank
California
$368K -$12.2K -135 -3%
MIM
2270
MTM Investment Management
South Carolina
$367K -$3.97K -44 -1%
SIC
2271
Sigma Investment Counselors
Michigan
$367K -$73K -809 -17%
MWM
2272
MinichMacGregor Wealth Management
New York
$367K +$367K +4,067 New
SDAM
2273
Shulman DeMeo Asset Management
New York
$367K -$36.4K -403 -9%
CFP
2274
Catalyst Financial Partners
Massachusetts
$367K +$127K +1,406 +53%
BFM
2275
Boothbay Fund Management
New York
$366K -$2.14M -23,659 -85%
89 90
91
92 93