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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 %
CHA
2326
Carmichael Hill & Associates
Maryland
$343K +$17.2K +190 +5%
WMA
2327
Wealth Management Associates
New Jersey
$343K -$35.6K -394 -9%
MFA
2328
McClarren Financial Advisors
Pennsylvania
$343K – – –
FCIM
2329
Fairview Capital Investment Management
California
$343K -$26.7K -296 -7%
LFA
2330
Laraway Financial Advisors
Minnesota
$342K -$6.77K -75 -2%
MPM
2331
Meritage Portfolio Management
Kansas
$341K +$107K +1,189 +46%
SCP
2332
Sivia Capital Partners
California
$340K +$340K +3,763 New
VT
2333
Vise Technologies
New York
$340K +$95.6K +1,059 +39%
RWM
2334
RBA Wealth Management
California
$339K -$16.3K -181 -5%
ACH
2335
ArrowMark Colorado Holdings
Colorado
$339K – – –
GL
2336
Gerber LLC
Ohio
$339K +$339K +3,751 New
CG
2337
CFO4Life Group
Texas
$339K +$46.6K +516 +16%
EP
2338
Edgestream Partners
New Jersey
$338K -$2.4M -26,631 -88%
AGWCA
2339
Annis Gardner Whiting Capital Advisors
Florida
$338K +$68.3K +754 +25%
PVH
2340
Psagot Value Holdings
Israel
$338K +$48K +531 +17%
SFG
2341
SNS Financial Group
Minnesota
$337K -$21.1K -233 -6%
WCM
2342
Wedge Capital Management
North Carolina
$337K +$337K +3,730 New
RFA
2343
Register Financial Advisors
Georgia
$336K +$722 +8 +0.2%
FM
2344
Family Management
New York
$336K -$2.36M -26,112 -88%
GWM
2345
Greenwich Wealth Management
Connecticut
$336K -$3.7K -41 -1%
HFW
2346
Horizon Family Wealth
Illinois
$335K +$7.31K +81 +2%
NJBEST
2347
New Jersey Better Educational Savings Trust
New Jersey
$335K – – –
GFG
2348
Greystone Financial Group
Michigan
$334K +$4.88K +54 +1%
ML
2349
McAdam LLC
Pennsylvania
$334K -$16.9K -187 -5%
KA
2350
Klingman & Associates
New York
$334K +$28.1K +311 +9%
92 93
94
95 96