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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 %
EMG
2601
Ellington Management Group
Connecticut
$260K +$260K +1,800 New
MWM
2602
MinichMacGregor Wealth Management
New York
$259K -$6.49K -45 -2%
FCIM
2603
Fairview Capital Investment Management
California
$259K – – –
WFM
2604
Wolff Financial Management
Michigan
$259K +$259K +1,792 New
PWM
2605
Peterson Wealth Management
Nevada
$258K +$258K +1,778 New
NPT
2606
Nixon Peabody Trust
Massachusetts
$257K – – –
TIA
2607
Traphagen Investment Advisors
New Jersey
$257K +$2.89K +20 +1%
CAN
2608
Claraphi Advisory Network
United States
$256K -$3.18K -22 -1%
FFC
2609
First Financial Corp
Indiana
$255K -$7.24K -50 -3%
NIA
2610
Northstar Investment Advisors
Colorado
$255K – – –
PCMC
2611
Private Capital Management (Colorado)
Colorado
$253K – – –
SC
2612
Saturna Capital
Washington
$253K +$253K +1,747 New
SAM
2613
SP Asset Management
California
$251K -$14.9K -103 -6%
SG
2614
Strid Group
Pennsylvania
$251K +$1.02K +7 +0.4%
RWG
2615
Regal Wealth Group
California
$251K +$130K +900 +108%
SBCM
2616
Schwerin Boyle Capital Management
Massachusetts
$250K – – –
AIA
2617
AIMZ Investment Advisors
California
$250K – – –
SFG
2618
Sunburst Financial Group
Alabama
$250K +$250K +1,728 New
HFBOT
2619
Home Federal Bank of Tennessee
Tennessee
$249K -$8.68K -60 -3%
FAM
2620
Fenimore Asset Management
New York
$248K -$579 -4 -0.2%
CA
2621
Crumly & Associates
Illinois
$248K +$248K +1,714 New
OWM
2622
Opes Wealth Management
California
$246K -$3.33K -23 -1%
CA
2623
Continuum Advisory
Idaho
$245K +$18.9K +131 +8%
WAM
2624
Weiss Asset Management
Massachusetts
$244K -$16.9K -117 -6%
CDIA
2625
Capital Directions Investment Advisors
Georgia
$244K – – –
103 104
105
106 107