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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 %
GBT
1426
Grove Bank & Trust
Florida
$1.03M -$15.1K -129 -1%
HRC
1427
Hoertkorn Richard Charles
$1.03M +$55.6K +475 +6%
SCA
1428
Sippican Capital Advisors
Massachusetts
$1.03M -$22.6K -195 -2%
CI
1429
CAZ Investments
Texas
$1.03M – – –
MIP
1430
Marietta Investment Partners
Wisconsin
$1.03M – – –
PGWM
1431
Parisi Gray Wealth Management
New Jersey
$1.02M +$4.06K +35 +0.4%
AI
1432
Accredited Investors
Minnesota
$1.02M +$57.2K +489 +6%
GCMG
1433
Gyroscope Capital Management Group
Florida
$1.01M -$3.45K -30 -0.3%
ORI
1434
Oak Ridge Investments
Illinois
$1.01M +$28.1K +240 +3%
BCM
1435
Becker Capital Management
Oregon
$1.01M -$7.13K -61 -0.7%
LWS
1436
Lucia Wealth Services
California
$1.01M -$112K -956 -10%
CWM
1437
Circle Wealth Management
New Jersey
$1.01M +$3.51K +30 +0.4%
HB
1438
Homrich & Berg
Georgia
$996K +$120K +1,026 +14%
VIM
1439
Vista Investment Management
Pennsylvania
$995K – – –
QCG
1440
Quadrant Capital Group
Ohio
$991K – – –
BAM
1441
Belpointe Asset Management
Nevada
$989K +$418K +3,572 +73%
LWM
1442
Lyons Wealth Management
Florida
$987K -$22.1K -189 -2%
FL
1443
Fort LP
Maryland
$986K +$850K +7,270 +627%
SC
1444
Schulhoff & Co
Ohio
$984K +$73.2K +626 +8%
RW
1445
Rand Wealth
Maryland
$983K -$27K -231 -3%
AF
1446
Allworth Financial
California
$960K +$54.2K +464 +6%
BPM
1447
Bowling Portfolio Management
Ohio
$958K -$701 -6 -0.1%
DHFB
1448
Dixon Hubard Feinour & Brown
Virginia
$957K – – –
WA
1449
WealthTrust Axiom
Pennsylvania
$955K +$26K +222 +3%
1WA
1450
180 Wealth Advisors
Washington
$948K +$72K +616 +8%
56 57
58
59 60