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 %
HZ
2426
Hixon Zuercher
Ohio
$298K – – –
PIM
2427
Plato Investment Management
Australia
$296K +$296K +3,276 New
GM
2428
GeoWealth Management
Illinois
$295K +$272K +3,039 +1,211%
AA
2429
Alesco Advisors
New York
$295K +$1.81K +20 +0.6%
EE
2430
EWG Elevate
California
$294K +$294K +3,259 New
LPAM
2431
Lodestar Private Asset Management
California
$294K -$1.54K -17 -0.5%
NRD
2432
Nebula Research & Development
New York
$294K -$261K -2,896 -47%
AWM
2433
Accel Wealth Management
Iowa
$294K -$1.54K -17 -0.5%
RL
2434
Rogco LP
Oklahoma
$293K +$178K +1,966 +154%
BIP
2435
Blueprint Investment Partners
North Carolina
$293K +$293K +3,242 New
NECFA
2436
New England Capital Financial Advisors
Connecticut
$293K -$5.24K -58 -2%
SFG
2437
Sovereign Financial Group
Connecticut
$293K +$4.88K +54 +2%
UAM
2438
Unison Asset Management
Florida
$292K – – –
VH
2439
Visionary Horizons
Tennessee
$292K +$292K +3,233 New
M1FG
2440
Mach-1 Financial Group
Arkansas
$292K -$13.1K -145 -4%
CIP
2441
Convergence Investment Partners
Florida
$291K +$8.31K +92 +3%
WCWM
2442
Willow Creek Wealth Management
California
$291K -$1.45K -16 -0.5%
WFAG
2443
Wescott Financial Advisory Group
Pennsylvania
$290K -$9.39K -104 -3%
AIP
2444
Almanack Investment Partners
Pennsylvania
$290K +$23.2K +257 +9%
BSSFA
2445
Baron Silver Stevens Financial Advisors
Florida
$290K -$157K -1,737 -35%
OL
2446
Optas LLC
Texas
$290K -$12K -133 -4%
FBT
2447
First Bank & Trust
South Dakota
$289K -$3.43K -38 -1%
SWM
2448
Seed Wealth Management
Illinois
$289K – – –
LA
2449
Latitude Advisors
Florida
$287K -$7.22K -80 -2%
SSWM
2450
Strait & Sound Wealth Management
California
$287K -$20.1K -222 -7%
96 97
98
99 100