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Walt Disney
DIS

Overview Fund Activity

2,088 hedge funds and large institutions have $97.3B invested in Walt Disney in 2018 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 931 increasing their positions, 834 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,088
Holders Change
-15
Holders Change %
-0.71%
% of All Funds
47.92%
Holding in Top 10
94
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.84%
% of All Funds
2.16%
New
124
Increased
931
Reduced
834
Closed
114
Calls
$1.66B
Puts
$2.24B
Net Calls
-$584M
Net Calls Change
+$549M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$842M
2
Deutsche Bank
Deutsche Bank
Germany
+$650M
3
EVM
Eaton Vance Management
Massachusetts
+$484M
4
HCM
Highfields Capital Management
Massachusetts
+$417M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$304M

Top Sellers

1
State Street
State Street
Massachusetts
-$453M
2
BlackRock
BlackRock
New York
-$287M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$189M
4
Citadel Advisors
Citadel Advisors
Florida
-$169M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
RGC
1426
Roberts, Glore & Co
Illinois
$771K +$120K +1,193 +18%
CCC
1427
Chelsea Counsel Company
California
$770K -$271K -2,700 -26%
SAM
1428
Smithbridge Asset Management
Pennsylvania
$770K +$100 +1 +0%
AssetMark Inc
1429
AssetMark Inc
California
$770K +$248K +2,471 +48%
ERIM
1430
Eagle Ridge Investment Management
Connecticut
$768K +$19.2K +191 +3%
SBA
1431
Secrest Blakey & Associates
North Carolina
$764K -$5.13K -51 -0.7%
WCWM
1432
Willow Creek Wealth Management
California
$764K +$764K +7,610 New
CCG
1433
Chatham Capital Group
Georgia
$762K -$33.2K -330 -4%
SP
1434
Successful Portfolios
Florida
$758K +$26.4K +263 +4%
CCM
1435
Chickasaw Capital Management
Tennessee
$757K -$60.2K -600 -7%
PMFA
1436
Plante Moran Financial Advisors
Michigan
$757K +$9.55K +95 +1%
WG
1437
Winton Group
United Kingdom
$755K -$332K -3,305 -31%
IIM
1438
Ipswich Investment Management
Massachusetts
$755K -$45.2K -450 -6%
FCIM
1439
Fairview Capital Investment Management
California
$749K -$100K -1,000 -12%
GWS
1440
Glassman Wealth Services
Virginia
$748K +$86.1K +857 +13%
HRC
1441
Hoertkorn Richard Charles
$744K – – –
SC
1442
Saybrook Capital
North Carolina
$743K – – –
BRM
1443
Boston Research & Management
Massachusetts
$742K – – –
STA
1444
Summit Trail Advisors
New York
$742K +$90.5K +1,228 +14%
PWA
1445
Providence Wealth Advisors
Illinois
$737K +$737K +7,475 New
FTC
1446
Farmers Trust Company
Ohio
$734K -$89.7K -893 -11%
BBA
1447
Braun-Bostich & Associates
Pennsylvania
$733K -$97.6K -971 -12%
WPW
1448
Waldron Private Wealth
Pennsylvania
$733K +$14.1K +140 +2%
PCG
1449
Private Capital Group
Connecticut
$726K +$260K +2,585 +56%
LC
1450
LCNB Corp
Ohio
$723K +$5.83K +58 +0.8%
56 57
58
59 60