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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 %
TCA
2276
Trifecta Capital Advisors
Illinois
$366K – – –
HC
2277
Hoese & Co
Minnesota
$365K -$7.42K -80 -2%
PA
2278
PSI Advisors
Florida
$365K -$87.7K -971 -19%
LA
2279
LVW Advisors
New York
$364K +$75.7K +838 +26%
AIS
2280
AM Investment Strategies
Tennessee
$363K +$7.31K +81 +2%
ICP
2281
Interchange Capital Partners
Pennsylvania
$362K -$6.34K -70 -2%
CFFP
2282
Center for Financial Planning
Michigan
$362K -$5.96K -66 -2%
SCA
2283
St. Clair Advisors
Ohio
$361K – – –
TDC
2284
Thompson Davis & Co
Virginia
$361K +$361K +4,000 New
CCA
2285
Catalyst Capital Advisors
New York
$361K +$361K +4,000 New
PAS
2286
Professional Advisory Services
Florida
$361K -$451 -5 -0.1%
MF
2287
Manchester Financial
California
$361K -$27.3K -302 -7%
FAFN
2288
First Affirmative Financial Network
Colorado
$361K +$14.7K +163 +4%
SPIS
2289
Steward Partners Investment Solutions
Oregon
$360K +$360K +3,988 New
CFS
2290
Cannon Financial Strategists
Georgia
$360K -$27.1K -300 -7%
CS
2291
Crescent Sterling
Louisiana
$360K -$44.8K -496 -11%
FB
2292
First Bancorp
Maine
$360K -$26.2K -290 -7%
GCA
2293
Gradient Capital Advisors
California
$359K +$10K +111 +3%
FCA
2294
FinTrust Capital Advisors
South Carolina
$359K -$903 -10 -0.3%
CFA
2295
CWS Financial Advisors
Michigan
$358K -$7.68K -85 -2%
GIM
2296
Guardian Investment Management
California
$357K +$4.51K +50 +1%
CCC
2297
Chelsea Counsel Company
California
$355K -$62.1K -686 -15%
IWA
2298
IVC Wealth Advisors
Pennsylvania
$354K -$360K -3,991 -50%
BCM
2299
BCK Capital Management
Connecticut
$354K – – –
BMM
2300
Buffington Mohr McNeal
Idaho
$354K -$421K -4,664 -54%
90 91
92
93 94