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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 %
CAM
2626
CenterStar Asset Management
Illinois
$244K -$44K – –
FSCM
2627
Front Street Capital Management
Montana
$244K +$244K +1,686 New
MCA
2628
Magnolia Capital Advisors
Mississippi
$242K +$242K +1,674 New
CWM
2629
Centric Wealth Management
Illinois
$241K -$56.1K -388 -19%
EFL
2630
ERn Financial LLC
Wisconsin
$241K -$1.74K -12 -0.7%
DA
2631
DSC Advisors
Illinois
$241K +$16.6K +115 +7%
BAMCO Inc
2632
BAMCO Inc
New York
$241K +$159K +1,102 +195%
RHP
2633
Royal Harbor Partners
Texas
$241K +$241K +1,666 New
PA
2634
Parkside Advisors
California
$240K – – –
BC
2635
Brio Consultants
California
$240K – – –
AI
2636
ArchPoint Investors
Florida
$240K +$10.9K +75 +5%
DE
2637
Day & Ennis
Georgia
$239K -$104K -720 -30%
SIC
2638
Schwartz Investment Counsel
Michigan
$239K – – –
CCP
2639
Cardan Capital Partners
Colorado
$238K +$11.1K +77 +5%
JHP
2640
James Hambro & Partners
United Kingdom
$237K -$13.7K -95 -5%
TB
2641
Terril Brothers
Missouri
$237K -$4.91K -34 -2%
ACM
2642
Armbruster Capital Management
New York
$237K -$1.45K -10 -0.6%
AP
2643
Adero Partners
California
$237K +$237K +1,642 New
CAL
2644
Capital Advisors Ltd
Ohio
$235K -$10.7K -74 -4%
AWM
2645
Aevitas Wealth Management
Massachusetts
$234K -$26.7K -185 -10%
SWM
2646
Shakespeare Wealth Management
Wisconsin
$234K – – –
SL
2647
Savior LLC
Massachusetts
$234K +$234K +1,616 New
PWS
2648
Private Wealth Strategies
Ohio
$233K +$233K +1,613 New
IWP
2649
Icon Wealth Partners
Texas
$232K -$1.59K -11 -0.7%
NQWM
2650
Northwest Quadrant Wealth Management
Oregon
$232K – – –
104 105
106
107 108