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Walt Disney
DIS

Overview Fund Activity

1,867 hedge funds and large institutions have $93B invested in Walt Disney in 2017 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 758 increasing their positions, 834 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,867
Holders Change
-60
Holders Change %
-3.11%
% of All Funds
46.62%
Holding in Top 10
84
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-39.13%
% of All Funds
2.1%
New
72
Increased
758
Reduced
834
Closed
117
Calls
$2.16B
Puts
$3.29B
Net Calls
-$1.13B
Net Calls Change
-$2.03B

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$924M
2
Morgan Stanley
Morgan Stanley
New York
+$506M
3
BlackRock
BlackRock
New York
+$333M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$331M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$326M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$880M
2
Goldman Sachs
Goldman Sachs
New York
-$707M
3
AAMU
Amundi Asset Management US
Massachusetts
-$290M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$237M
5
Coatue Management
Coatue Management
New York
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
1501
Edgestream Partners
New Jersey
$445K -$179K -1,815 -29%
NFG
1502
Nations Financial Group
Iowa
$444K +$16.2K +164 +4%
JFA
1503
Johanson Financial Advisors
California
$444K +$56.1K +572 +14%
EWM
1504
Empirical Wealth Management
Washington
$442K +$99 +1 +0%
DIA
1505
Davidson Investment Advisors
Montana
$441K -$27.4K -278 -6%
LCM
1506
Leisure Capital Management
California
$441K +$1.97K +20 +0.4%
WIM
1507
Westside Investment Management
California
$440K +$199K +2,000 +83%
MWM
1508
Meridian Wealth Management
Kentucky
$440K -$293K -2,942 -40%
TBA
1509
Train Babcock Advisors
New York
$440K -$74.5K -758 -14%
GAMC
1510
Garner Asset Management Corp
Texas
$440K -$9.66K -98 -2%
FIAS
1511
FinTrust Investment Advisory Services
South Carolina
$435K +$435K +4,415 New
AssetMark Inc
1512
AssetMark Inc
California
$434K -$781K -7,922 -64%
WP
1513
WealthPLAN Partners
Nebraska
$433K -$9.97K -101 -2%
TIA
1514
Tiemann Investment Advisors
California
$431K +$7.59K +77 +2%
GS
1515
Girard Securities
California
$430K -$471K -4,781 -52%
PAG
1516
Pinnacle Advisory Group
Maryland
$430K -$23.5K -239 -5%
MFW
1517
Mosaic Family Wealth
Missouri
$430K +$85.5K +867 +25%
SIC
1518
Sigma Investment Counselors
Michigan
$428K -$19.5K -198 -4%
QCG
1519
Quadrant Capital Group
Ohio
$426K -$6.72K -71 -2%
SCP
1520
Seizert Capital Partners
Michigan
$423K – – –
SWA
1521
SFMG Wealth Advisors
Texas
$419K +$296 +3 +0.1%
SNB
1522
Security National Bank
Nebraska
$418K -$13.4K -136 -3%
MSFP
1523
Mark Sheptoff Financial Planning
Connecticut
$418K – – –
CCP
1524
Corient Capital Partners
California
$416K -$77.6K -786 -16%
PIA
1525
Peachtree Investment Advisors
Georgia
$416K – – –
59 60
61
62 63