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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 %
PSC
2351
Prentiss Smith & Co
Vermont
$332K – – –
FPWM
2352
FSB Premier Wealth Management
Iowa
$332K +$66.5K +737 +25%
HWAM
2353
Hennion & Walsh Asset Management
New Jersey
$331K – – –
TMWM
2354
Taylor & Morgan Wealth Management
Michigan
$330K -$20.9K -231 -6%
CGA
2355
Crescent Grove Advisors
Illinois
$329K -$60.8K -671 -16%
PWA
2356
Physician Wealth Advisors
Utah
$328K -$18.9K -199 -5%
CTI
2357
Community Trust & Investment
Kentucky
$328K -$247K -2,734 -43%
OCM
2358
Osterweis Capital Management
California
$328K – – –
FNC
2359
First National Corp
Massachusetts
$327K – – –
KFA
2360
Kelleher Financial Advisors
New York
$326K +$813 +9 +0.2%
SMA
2361
Seven Mile Advisory
New Jersey
$326K +$101K +1,115 +45%
CFO
2362
CVA Family Office
Colorado
$326K +$326K +3,610 New
BWA
2363
Burt Wealth Advisors
Maryland
$325K -$29.3K -325 -8%
AF
2364
Apollon Financial
South Carolina
$325K +$325K +3,595 New
HCM
2365
Hall Capital Management
Rhode Island
$324K -$43.8K -485 -12%
KLI
2366
Kelman-Lazarov Inc
Tennessee
$324K +$10.6K +117 +3%
LF
2367
Lantz Financial
Illinois
$323K +$4.06K +45 +1%
AA
2368
Aufman Associates
Pennsylvania
$323K +$903 +10 +0.3%
SMWM
2369
Silvia McColl Wealth Management
California
$323K -$22.6K -250 -7%
FWP
2370
Firethorn Wealth Partners
Georgia
$323K +$14.9K +165 +5%
CFC
2371
Coyle Financial Counsel
Illinois
$321K – – –
SFS
2372
Security Financial Services
Indiana
$321K -$60.4K -669 -16%
GWM
2373
GSB Wealth Management
Connecticut
$321K -$45.1K -500 -12%
KA
2374
Kooman & Associates
Pennsylvania
$320K +$14.2K +157 +5%
BC
2375
Barrett & Company
Rhode Island
$319K -$9.03K -100 -3%
93 94
95
96 97