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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 %
KSWA
2451
Kathleen S. Wright Associates
Pennsylvania
$287K -$9.57K -106 -3%
FVWA
2452
Foster Victor Wealth Advisors
South Carolina
$286K -$11.2K -122 -4%
AIM
2453
Acropolis Investment Management
Missouri
$286K -$151K -1,673 -35%
SPWG
2454
Sage Private Wealth Group
Illinois
$286K – – –
AWM
2455
Accurate Wealth Management
Florida
$286K -$22.5K -252 -7%
CPA
2456
Capital Performance Advisors
California
$285K -$201K -2,229 -41%
BW
2457
Bison Wealth
Georgia
$285K -$149K -1,655 -34%
GWM
2458
Greenhouse Wealth Management
Connecticut
$284K – – –
CAM
2459
Claret Asset Management
Quebec, Canada
$283K +$3.43K +38 +1%
WIA
2460
World Investment Advisors
California
$283K +$283K +3,131 New
SWS
2461
SYSTM Wealth Solutions
Illinois
$283K +$17.8K +197 +7%
Eagle Capital Management (New York)
2462
Eagle Capital Management (New York)
New York
$282K -$295K -3,269 -51%
ARG
2463
Advisory Resource Group
Oklahoma
$282K -$1.81K -20 -0.6%
VWM
2464
VCI Wealth Management
Missouri
$281K +$281K +3,112 New
LW
2465
Linscomb Wealth
Texas
$281K +$29.2K +323 +12%
EWS
2466
Eagle Wealth Strategies
New Jersey
$281K +$281K +3,107 New
SI
2467
Saxon Interests
Texas
$280K +$280K +3,105 New
CPL
2468
CAP Partners LLC
Tennessee
$280K +$280K +3,103 New
PSP
2469
Principal Street Partners
Tennessee
$280K -$333K -3,685 -54%
CCA
2470
Cora Capital Advisors
New Jersey
$280K -$64.6K -715 -19%
CA
2471
Calton & Associates
Florida
$279K +$279K +3,093 New
NRC
2472
New Republic Capital
North Carolina
$279K +$279K +3,083 New
IFPG
2473
Intrepid Financial Planning Group
Indiana
$278K -$37.2K -412 -12%
FM
2474
Foster & Motley
Ohio
$278K -$17.5K -193 -6%
MAM
2475
McLean Asset Management
Virginia
$276K -$11.1K -122 -4%
97 98
99
100 101