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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 %
ACA
2401
Ackerman Capital Advisors
Texas
$309K – – –
SAMC
2402
Spectrum Asset Management (California)
California
$309K +$4.53K +50 +1%
CCM
2403
Conway Capital Management
California
$308K +$308K +3,416 New
CB
2404
CNB Bank
Pennsylvania
$308K -$12K -133 -4%
PCA
2405
Pallas Capital Advisors
Massachusetts
$308K +$1.45K +16 +0.5%
BP
2406
Broadleaf Partners
Ohio
$307K -$5.96K -66 -2%
JWM
2407
Janiczek Wealth Management
Colorado
$307K -$632 -7 -0.2%
TWM
2408
Trueblood Wealth Management
Ohio
$306K +$306K +3,393 New
GFG
2409
Goldstone Financial Group
Illinois
$306K +$20.6K +228 +7%
C
2410
Covestor
United Kingdom
$305K +$15.7K +174 +5%
UF
2411
Univest Financial
Pennsylvania
$305K -$10.7K -118 -3%
RFN
2412
Redwood Financial Network
Ohio
$304K -$16.8K -186 -5%
AWM
2413
Ameliora Wealth Management
Switzerland
$304K -$276K -3,058 -48%
OWMIAS
2414
One Wealth Management Investment & Advisory Services
Florida
$304K +$304K +3,366 New
FWP
2415
Falcon Wealth Planning
California
$304K +$304K +3,365 New
DCM
2416
Driehaus Capital Management
Illinois
$303K +$303K +3,361 New
CCM
2417
Check Capital Management
California
$303K -$2.9M -32,079 -91%
SCG
2418
Sonata Capital Group
Washington
$301K – – –
NWA
2419
New World Advisors
Massachusetts
$301K -$71.8K -795 -19%
FFO
2420
Fortitude Family Office
Arizona
$301K +$301K +3,330 New
SAW
2421
Signal Advisors Wealth
Michigan
$300K +$300K +3,315 New
CFO
2422
Callan Family Office
Pennsylvania
$300K +$64.8K +718 +28%
WAG
2423
Wallace Advisory Group
California
$300K -$203K -2,510 -40%
SIG
2424
Sargent Investment Group
Maryland
$300K +$17.7K +196 +6%
APWA
2425
Atlas Private Wealth Advisors
New Jersey
$299K -$102K -1,128 -25%
95 96
97
98 99