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Walt Disney
DIS

Overview Fund Activity

2,157 hedge funds and large institutions have $112B invested in Walt Disney in 2018 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 979 increasing their positions, 797 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,157
Holders Change
+32
Holders Change %
+1.51%
% of All Funds
49.39%
Holding in Top 10
143
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+15.32%
% of All Funds
3.27%
New
133
Increased
979
Reduced
797
Closed
81
Calls
$1.96B
Puts
$2.73B
Net Calls
-$770M
Net Calls Change
-$283M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$598M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$224M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$177M
4
UBS Group
UBS Group
Switzerland
+$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$140M

Top Sellers

1
State Street
State Street
Massachusetts
-$512M
2
HCM
Highfields Capital Management
Massachusetts
-$473M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$402M
4
Goldman Sachs
Goldman Sachs
New York
-$274M
5
Barclays
Barclays
United Kingdom
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
1251
Kingsview Wealth Management
Oregon
$1.69M +$503K +4,302 +42%
BJL
1252
Brighton Jones LLC
Washington
$1.68M -$22.9K -196 -1%
CCMD
1253
Cypress Capital Management (Delaware)
Delaware
$1.66M -$105K -901 -6%
SG
1254
Somerset Group
Minnesota
$1.66M +$1.66M +14,224 New
NFC
1255
Northeast Financial Consultants
Connecticut
$1.66M +$125K +1,067 +8%
BIAS
1256
Beacon Investment Advisory Services
New Jersey
$1.65M -$425K -3,638 -20%
SCM
1257
SOL Capital Management
Maryland
$1.65M – – –
PP
1258
Professional Planning
California
$1.65M +$69.7K +596 +4%
SBSB
1259
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.65M +$18.7K +160 +1%
BHWM
1260
Bar Harbor Wealth Management
New Hampshire
$1.64M -$15K -128 -0.9%
QSS
1261
Quantitative Systematic Strategies
Florida
$1.64M -$492K -4,203 -23%
ATC
1262
Adirondack Trust Company
New York
$1.64M -$23.4K -200 -1%
SACTSONJ
1263
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.64M -$117K -1,000 -7%
MC
1264
Martin & Co
Tennessee
$1.64M -$18.7K -160 -1%
GRP
1265
Global Retirement Partners
California
$1.62M +$253K +2,168 +19%
BTW
1266
Boston Trust Walden
Massachusetts
$1.62M -$13.7K -117 -0.8%
IA
1267
IFG Advisory
Georgia
$1.61M +$210K +1,795 +15%
JCM
1268
Jacobi Capital Management
Pennsylvania
$1.61M +$88K +753 +6%
BIA
1269
Bigelow Investment Advisors
Maine
$1.61M -$136K -1,165 -8%
QFA
1270
Quattro Financial Advisors
Texas
$1.6M +$1.56M +13,527 +3,486%
WGCA
1271
Wolf Group Capital Advisors
Virginia
$1.59M -$189K -1,616 -11%
FMC
1272
First Merchants Corp
Indiana
$1.59M -$18.8K -161 -1%
VDFA
1273
Vickerman & Driscoll Financial Advisors
Washington
$1.59M -$27.7K -237 -2%
SC
1274
Sawyer & Company
Massachusetts
$1.59M – – –
LOAMS
1275
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.58M +$937K +8,009 +145%
49 50
51
52 53