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Walt Disney
DIS

Overview Fund Activity

2,833 hedge funds and large institutions have $169B invested in Walt Disney in 2019 Q4 according to their latest regulatory filings, with 395 funds opening new positions, 1,238 increasing their positions, 970 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,833
Holders Change
+287
Holders Change %
+11.27%
% of All Funds
55.94%
Holding in Top 10
340
Holding in Top 10 Change
+73
Holding in Top 10 Change %
+27.34%
% of All Funds
6.71%
New
395
Increased
1,238
Reduced
970
Closed
64
Calls
$5.08B
Puts
$5.03B
Net Calls
+$55.8M
Net Calls Change
+$379M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$347M
2
WRCM
Whale Rock Capital Management
Massachusetts
+$239M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$239M
4
Truist Financial
Truist Financial
North Carolina
+$219M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$195M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$985M
2
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$580M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$475M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$405M
5
BlackRock
BlackRock
New York
-$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRIC
2576
Long Road Investment Counsel
Michigan
$275K +$275K +1,900 New
CIA
2577
Compass Ion Advisors
Pennsylvania
$275K +$275K +1,902 New
NCM
2578
Northwest Capital Management
Oregon
$273K – – –
CIC
2579
Chase Investment Counsel
Virginia
$273K – – –
SWA
2580
SFMG Wealth Advisors
Texas
$273K +$13K +90 +5%
OCM
2581
Osterweis Capital Management
California
$273K +$14.5K +100 +6%
FIA
2582
Foundations Investment Advisors
Arizona
$272K +$6.84K +47 +3%
FAG
2583
Financial Advisory Group
Texas
$272K +$28.9K +200 +12%
CC
2584
Copperleaf Capital
North Carolina
$272K +$272K +1,878 New
MCG
2585
MACRO Consulting Group
New Jersey
$271K +$11.1K +77 +4%
SVCP
2586
Silicon Valley Capital Partners
California
$268K +$268K +1,853 New
FSWA
2587
Financial Synergies Wealth Advisors
Texas
$267K +$267K +1,848 New
PHK
2588
Point72 Hong Kong
Hong Kong
$267K -$298K -2,058 -53%
BWM
2589
BCS Wealth Management
Tennessee
$267K +$267K +1,845 New
AWS
2590
Arkfeld Wealth Strategies
Nebraska
$267K +$267K +2,047 New
OSAM
2591
O'Shaughnessy Asset Management
Connecticut
$266K -$30.3M -208,815 -99%
FFG
2592
Ford Financial Group
California
$266K -$1.88K -13 -0.7%
APW
2593
Austin Private Wealth
Texas
$266K +$266K +1,840 New
TCPWM
2594
Traverso Chambers Private Wealth Management
California
$265K -$4.63K -32 -2%
WC
2595
Whitney & Co
New York
$263K +$1.3K +9 +0.5%
LWP
2596
Legacy Wealth Planning
Nevada
$263K +$263K +1,820 New
CHA
2597
Cooper/Haims Advisors
New York
$261K -$15.3K -106 -6%
ML
2598
McAdam LLC
Pennsylvania
$261K +$4.06K +28 +2%
AWC
2599
Abundance Wealth Counselors
Pennsylvania
$260K – – –
PNAA
2600
Pictet North America Advisors
Switzerland
$260K +$260K +1,800 New
102 103
104
105 106