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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 %
RCA
2651
Reitz Capital Advisors
Michigan
$232K +$232K +1,605 New
LFG
2652
LifePlan Financial Group
Ohio
$231K – – –
JI
2653
Jeereddi Investments
California
$231K +$231K +1,600 New
HFA
2654
Hoover Financial Advisors
Pennsylvania
$230K +$3.62K +25 +2%
JWM
2655
Jackson Wealth Management
Florida
$230K +$230K +1,651 New
CAM
2656
Claret Asset Management
Quebec, Canada
$229K -$16.9K -117 -7%
MM
2657
Meridian Management
Arkansas
$229K – – –
RWRC
2658
R.W. Roge & Company
New York
$229K +$229K +1,571 New
BFG
2659
Bouchey Financial Group
New York
$228K +$228K +1,574 New
XM
2660
XTX Markets
New York
$227K +$227K +1,567 New
SAG
2661
Spotlight Asset Group
Illinois
$226K +$226K +2,161 New
HR
2662
Howe & Rusling
New York
$225K -$1.45K -10 -0.6%
SFA
2663
Stewardship Financial Advisors
Georgia
$225K -$290 -2 -0.1%
CG
2664
CFO4Life Group
Texas
$224K – – –
GPA
2665
Guidance Point Advisors
Massachusetts
$223K +$434 +3 +0.2%
EWA
2666
Evolution Wealth Advisors
Florida
$223K +$223K +1,543 New
GWCM
2667
Godshalk Welsh Capital Management
Pennsylvania
$222K – – –
HCIA
2668
Hochman Cole Investment Advisors
Illinois
$222K – – –
JC
2669
JBF Capital
Colorado
$222K +$222K +1,532 New
CWM
2670
Campbell Wealth Management
Virginia
$221K +$221K +1,526 New
AFG
2671
Affinia Financial Group
Massachusetts
$220K +$220K +1,519 New
SWIG
2672
Strategic Wealth Investment Group
Kentucky
$220K +$220K +1,522 New
PW
2673
Peninsula Wealth
California
$219K -$57.8K -399 -21%
AMG
2674
Advisors Management Group
Wisconsin
$219K +$219K +1,512 New
SC
2675
Schoolcraft Capital
Colorado
$217K +$217K +1,501 New
105 106
107
108 109