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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 %
HFRG
2301
Houlihan Financial Resource Group
Virginia
$353K – – –
SMA
2302
Sage Mountain Advisors
Georgia
$352K +$103K +1,143 +41%
EFG
2303
Ethos Financial Group
Pennsylvania
$352K -$4.35K -48 -1%
IDBONY
2304
Israel Discount Bank of New York
New York
$352K +$352K +3,897 New
PWM
2305
Prosperity Wealth Management
California
$352K -$57.1K -632 -14%
SFP
2306
Shepherd Financial Partners
Massachusetts
$351K -$70.1K -776 -17%
CIG
2307
Cairn Investment Group
Washington
$351K -$34.8K -385 -9%
PAA
2308
Peregrine Asset Advisers
Oregon
$351K +$90.3K +1,000 +35%
CC
2309
Callan Capital
California
$350K +$27.4K +303 +8%
BL
2310
BFSG LLC
California
$350K -$1.81K -20 -0.5%
FPCP
2311
Fort Point Capital Partners
California
$350K -$3.07K -34 -0.9%
PA
2312
Parkside Advisors
California
$350K -$997 -11 -0.3%
MAM
2313
Marotta Asset Management
Virginia
$349K -$11.1K -123 -3%
SWM
2314
Stockman Wealth Management
Montana
$348K -$28K -310 -7%
CG
2315
Corundum Group
Colorado
$347K -$172K -1,908 -33%
VFPW
2316
Vantage Financial Partners (Wisconsin)
Wisconsin
$347K +$903 +10 +0.3%
IWA
2317
Inspirion Wealth Advisors
Illinois
$346K -$134K -1,474 -28%
RC
2318
Reik & Co
New York
$346K -$90.3K -1,000 -21%
COCM
2319
Charter Oak Capital Management
New Hampshire
$346K -$18.1K -201 -5%
WE
2320
Wealth Effects
Massachusetts
$346K -$12.6K -140 -4%
MCC
2321
Money Concepts Capital
Florida
$346K +$451 +5 +0.1%
MMG
2322
Monetary Management Group
Missouri
$345K -$56.4K -625 -14%
BWM
2323
Baron Wealth Management
Michigan
$345K +$26.8K +297 +8%
SIS
2324
Strategic Investment Solutions
Illinois
$345K -$8.93M -98,924 -96%
FCFC
2325
First Commonwealth Financial Corp
Pennsylvania
$344K -$67.4K -746 -16%
91 92
93
94 95