DIS icon

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 %
TC
2376
Truvestments Capital
Florida
$319K -$3.43K -38 -1%
RP
2377
Riverbridge Partners
Minnesota
$318K – – –
MIM
2378
Miller Investment Management
Pennsylvania
$318K -$1.22M -13,500 -79%
IGWM
2379
ICA Group Wealth Management
Colorado
$318K -$80.4K -890 -20%
BWM
2380
BlackDiamond Wealth Management
New York
$318K +$10.1K +104 +3%
NFA
2381
Northern Financial Advisors
Michigan
$317K +$317K +3,515 New
JWBC
2382
John W. Bristol & Co
New York
$317K -$5.24K -58 -2%
KIC
2383
Kensington Investment Counsel
California
$317K -$226K -2,508 -42%
MFS
2384
Mirabella Financial Services
United Kingdom
$317K +$317K +3,508 New
ACS
2385
Archford Capital Strategies
Illinois
$315K -$638K -7,068 -67%
GB
2386
Goepper Burkhardt
South Carolina
$314K -$14K -129 -4%
CGH
2387
CMG Global Holdings
Texas
$314K – – –
SFA
2388
Seneca Financial Advisors
New York
$314K -$221K -2,450 -41%
AA
2389
AlphaQ Advisors
Florida
$313K -$14.4K -159 -4%
JFL
2390
Jarislowsky, Fraser Ltd
Quebec, Canada
$313K +$13.1K +145 +4%
SIG
2391
Spinnaker Investment Group
California
$313K -$167K -1,849 -35%
PMG
2392
Private Management Group
California
$312K +$37.2K +412 +14%
RWMG
2393
Redwood Wealth Management Group
New Jersey
$312K +$39.2K +434 +14%
TFGT
2394
TS Financial Group (TSFG)
Illinois
$311K -$633 -7 -0.2%
FA
2395
Fermata Advisors
California
$310K +$16.3K +181 +6%
PCA
2396
Prosperity Capital Advisors
Ohio
$310K -$54.4K -603 -15%
DWP
2397
Destiny Wealth Partners
Florida
$310K -$14.2K -157 -4%
EWP
2398
Elevation Wealth Partners
California
$310K +$274K +3,381 +770%
PPP
2399
Private Portfolio Partners
New Jersey
$309K -$50.1K -555 -14%
AIM
2400
Aspen Investment Management
Michigan
$309K -$6.77K -75 -2%
94 95
96
97 98