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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 %
TC
2701
Trilogy Capital
California
$204K -$72.8K -500 -26%
CCM
2702
Cadence Capital Management
Massachusetts
$203K +$203K +1,401 New
CAM
2703
Crestone Asset Management
Colorado
$202K +$202K +1,397 New
TA
2704
Trellis Advisors
Washington
$202K +$202K +1,400 New
PP
2705
PrairieView Partners
Minnesota
$202K +$202K +1,400 New
FPGK
2706
Financial Partners Group (Kansas)
Kansas
$202K +$202K +1,458 New
GIM
2707
Greylin Investment Management
Virginia
$200K +$200K +1,384 New
AP
2708
Atwood & Palmer
Missouri
$198K – – –
FA
2709
Fortis Advisors
Pennsylvania
$191K +$13.6K +94 +8%
HWM
2710
HighMark Wealth Management
Minnesota
$187K +$187K +1,296 New
APC
2711
Aspire Private Capital
North Carolina
$186K +$11.6K +80 +7%
MWP
2712
Meridian Wealth Partners
Pennsylvania
$186K +$186K +1,290 New
SFPG
2713
Stonebridge Financial Planning Group
Florida
$182K +$182K +1,261 New
BBA
2714
Braun-Bostich & Associates
Pennsylvania
$181K -$84.7K -572 -32%
AFIA
2715
America First Investment Advisors
Nebraska
$177K +$176K +1,211 +12,110%
FMT
2716
First Mercantile Trust
Tennessee
$172K -$4.34K -30 -2%
TCWM
2717
Total Clarity Wealth Management
Illinois
$170K +$170K +1,173 New
AA
2718
AlphaMark Advisors
Kentucky
$169K +$29K +200 +21%
SFA
2719
Semmax Financial Advisors
North Carolina
$167K +$19K +131 +13%
CFD
2720
Creative Financial Designs
Indiana
$160K -$39.2K -265 -20%
CFG
2721
CKW Financial Group
Hawaii
$153K – – –
PWP
2722
Personal Wealth Partners
Minnesota
$148K -$2.6K -18 -2%
FGAM
2723
Financial Gravity Asset Management
Texas
$145K -$20.4K -54 -12%
SIS
2724
Sound Income Strategies
Florida
$144K -$2.6K -18 -2%
DI
2725
Disciplined Investments
Oklahoma
$144K +$144K +997 New
107 108
109
110 111