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Walt Disney
DIS

Overview Fund Activity

2,833 hedge funds and large institutions have $169B invested in Walt Disney in 2019 Q4 according to their latest regulatory filings, with 395 funds opening new positions, 1,238 increasing their positions, 970 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,833
Holders Change
+287
Holders Change %
+11.27%
% of All Funds
55.94%
Holding in Top 10
340
Holding in Top 10 Change
+73
Holding in Top 10 Change %
+27.34%
% of All Funds
6.71%
New
395
Increased
1,238
Reduced
970
Closed
64
Calls
$5.08B
Puts
$5.03B
Net Calls
+$55.8M
Net Calls Change
+$379M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$347M
2
WRCM
Whale Rock Capital Management
Massachusetts
+$239M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$239M
4
Truist Financial
Truist Financial
North Carolina
+$219M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$195M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$985M
2
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$580M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$475M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$405M
5
BlackRock
BlackRock
New York
-$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
1526
Hamel Associates
New Jersey
$2.3M +$55.7K +385 +2%
SVWAG
1527
Sound View Wealth Advisors Group
Georgia
$2.29M +$29.6K +205 +1%
SFP
1528
Shepherd Financial Partners
Massachusetts
$2.28M +$867 +6 +0%
CGL
1529
Clarius Group LLC
Washington
$2.28M -$37.5K -260 -2%
CM
1530
Capital Management
Virginia
$2.27M -$5.79K -40 -0.3%
MBTD
1531
Mechanics Bank - Trust Department
California
$2.27M -$98.1K -678 -4%
ACM
1532
Allred Capital Management
Texas
$2.26M -$110K -761 -5%
TCBWMS
1533
Texas Capital Bank Wealth Management Services
Texas
$2.26M +$2.26M +15,604 New
CAIMH
1534
Central Asset Investments & Management Holdings
Hong Kong
$2.25M -$104K -720 -4%
AWM
1535
Avior Wealth Management
Nebraska
$2.25M +$113K +782 +5%
MFWM
1536
Motley Fool Wealth Management
Virginia
$2.25M +$23.1K +160 +1%
ISWM
1537
Independent Solutions Wealth Management
New York
$2.24M +$2.24M +15,502 New
KTC
1538
Kistler-Tiffany Companies
Pennsylvania
$2.23M +$60K +415 +3%
BO
1539
BRR OpCo
Ohio
$2.23M -$57.1K -395 -3%
BHIA
1540
Birch Hill Investment Advisors
Massachusetts
$2.22M +$12.3K +85 +0.6%
DTC
1541
Davidson Trust Company
Washington
$2.22M +$2.22M +15,365 New
LWM
1542
Laidlaw Wealth Management
New York
$2.22M +$2.22M +15,330 New
BMA
1543
Brooks Moore & Associates
Tennessee
$2.21M – – –
BSB
1544
Bangor Savings Bank
Maine
$2.21M +$48.5K +335 +2%
IA
1545
IFG Advisory
Georgia
$2.21M -$422K -2,915 -16%
FFG
1546
Fortem Financial Group
California
$2.21M +$218K +1,509 +11%
SJIM
1547
St. Johns Investment Management
Florida
$2.2M -$117K -808 -5%
KJWM
1548
Kiley Juergens Wealth Management
Washington
$2.2M +$108K +748 +5%
KWA
1549
KCS Wealth Advisory
California
$2.2M -$71.4K -494 -3%
SBSB
1550
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.19M +$85.5K +591 +4%
60 61
62
63 64