DIS icon

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 %
NC
1601
NovaPoint Capital
Georgia
$2.04M +$2.04M +14,097 New
BIA
1602
Bigelow Investment Advisors
Maine
$2.04M -$87.1K -602 -4%
BCWM
1603
Blue Chip Wealth Management
Florida
$2.03M +$115K +794 +6%
CCM
1604
Check Capital Management
California
$2.03M -$955K -6,600 -32%
FCM
1605
Fortis Capital Management
Washington
$2.03M +$2.03M +14,039 New
EM
1606
ELCO Management
New York
$2.02M +$69.6K +481 +4%
WBC
1607
West Branch Capital
Massachusetts
$2.02M +$450K +3,113 +29%
LOPW
1608
Live Oak Private Wealth
North Carolina
$2.01M +$2.01M +13,915 New
LJAC
1609
L.J. Altfest & Co
New York
$2.01M +$12.6K +87 +0.6%
AIC
1610
Archer Investment Corporation
Indiana
$2.01M +$108K +745 +6%
QFA
1611
Quattro Financial Advisors
Texas
$2M -$154K -1,061 -7%
WIS
1612
Wright Investors Service
Connecticut
$1.99M -$3.05M -21,071 -60%
IAMOG
1613
Investors Asset Management of Georgia
Georgia
$1.99M – – –
CA
1614
Cornerstone Advisory
Maryland
$1.98M +$328K +2,267 +20%
HIC
1615
Holderness Investments Company
North Carolina
$1.98M -$155K -1,075 -7%
LK
1616
Lumbard & Kellner
New Hampshire
$1.98M – – –
RGC
1617
Roberts, Glore & Co
Illinois
$1.98M +$856K +5,923 +76%
VFPI
1618
Vantage Financial Partners (Illinois)
Illinois
$1.97M -$7.23K -50 -0.4%
YWP
1619
YorkBridge Wealth Partners
New York
$1.97M +$40.6K +281 +2%
OLA
1620
Oliver Luxxe Assets
New Jersey
$1.97M +$135K +932 +7%
CMANY
1621
Capital Management Associates (New York)
New York
$1.97M +$231K +1,600 +13%
CAM
1622
Close Asset Management
United Kingdom
$1.96M +$348K +2,404 +22%
WPW
1623
Waldron Private Wealth
Pennsylvania
$1.96M +$186K +1,280 +10%
CCG
1624
Cypress Capital Group
Florida
$1.96M +$41.9K +290 +2%
SWM
1625
Sculati Wealth Management
Michigan
$1.96M +$1.96M +13,547 New
63 64
65
66 67