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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 %
LFA
1526
Legacy Financial Advisors
Kentucky
$794K -$4.56K -39 -0.6%
SFM
1527
Signature Financial Management
Virginia
$793K +$233 +2 +0%
FPFS
1528
First Personal Financial Services
North Carolina
$793K +$12.4K +106 +2%
SSWM
1529
Sheets Smith Wealth Management
North Carolina
$790K -$8.89K -76 -1%
ACM
1530
Argent Capital Management
Missouri
$790K – – –
PFC
1531
Phocas Financial Corp
California
$785K +$585 +5 +0.1%
FMLI
1532
Fukoku Mutual Life Insurance
Japan
$783K -$23.4K -200 -3%
CFGS
1533
Concourse Financial Group Securities
Alabama
$780K +$780K +6,667 New
OIA
1534
OneDigital Investment Advisors
Kansas
$777K +$30.9K +264 +4%
RPC
1535
Rossmore Private Capital
Connecticut
$774K +$21.7K +186 +3%
AssetMark Inc
1536
AssetMark Inc
California
$773K -$5.61K -48 -0.7%
ACA
1537
Anchor Capital Advisors
Massachusetts
$771K -$23.4K -200 -3%
MWM
1538
Mission Wealth Management
California
$769K -$30.9K -264 -4%
CCM
1539
Chickasaw Capital Management
Tennessee
$769K -$17.5K -150 -2%
ZCI
1540
Zevenbergen Capital Investments
Washington
$768K -$3.51K -30 -0.5%
CWA
1541
Cypress Wealth Advisors
California
$763K – – –
BIM
1542
Barton Investment Management
Pennsylvania
$761K – – –
BO
1543
Bank OZK
Arkansas
$760K -$61K -521 -7%
CHCM
1544
Columbus Hill Capital Management
New Jersey
$760K +$760K +6,500 New
IDBONY
1545
Israel Discount Bank of New York
New York
$759K +$11.2K +96 +2%
IIM
1546
Ipswich Investment Management
Massachusetts
$754K +$754K +6,450 New
PPSG
1547
Princeton Portfolio Strategies Group
New Jersey
$753K -$11.7K -100 -2%
TL
1548
TrueWealth LLC
Georgia
$751K +$28.1K +240 +4%
CA
1549
Calton & Associates
Florida
$747K +$7.95K +68 +1%
AP
1550
Arlington Partners
Alabama
$744K +$7.6K +65 +1%
60 61
62
63 64