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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 %
OWA
1651
One Wealth Advisors
California
$568K -$4.33K -37 -0.8%
SC
1652
SRB Corp
Massachusetts
$565K -$31.2K -267 -5%
CCB
1653
Cutter & Co Brokerage
Missouri
$564K +$224K +1,915 +66%
VCM
1654
Virtue Capital Management
Tennessee
$563K +$563K +4,812 New
CB
1655
CNB Bank
Pennsylvania
$562K -$49.8K -426 -8%
OC
1656
Oarsman Capital
Wisconsin
$562K – – –
PCM
1657
Penserra Capital Management
California
$562K +$562K +4,818 New
MSR
1658
Main Street Research
Connecticut
$561K +$55K +471 +11%
MWM
1659
Mascoma Wealth Management
New Hampshire
$561K +$246K +2,106 +78%
BWM
1660
BerganKDV Wealth Management
Minnesota
$560K +$30.7K +262 +6%
HCM
1661
Horan Capital Management
Maryland
$558K -$6.43K -55 -1%
CAM
1662
Cidel Asset Management
Ontario, Canada
$554K – – –
MIH
1663
Meitav Investment House
Israel
$554K +$2.2K +19 +0.4%
HCM
1664
Hodges Capital Management
Texas
$554K +$6.31K +54 +1%
BFA
1665
Beaumont Financial Advisors
Massachusetts
$553K -$2.34K -20 -0.4%
AIM
1666
Aspen Investment Management
Michigan
$553K – – –
TIA
1667
Tiemann Investment Advisors
California
$553K +$23.6K +202 +4%
LA
1668
LVW Advisors
New York
$550K +$37K +316 +7%
NBG
1669
Nancy B. Gardiner
$549K +$549K +4,695 New
CYG
1670
Clean Yield Group
Vermont
$547K -$18.7K -160 -3%
VA
1671
Valmark Advisers
Ohio
$546K -$2.46K -21 -0.4%
PAM
1672
Peninsula Asset Management
Florida
$542K – – –
PCFFS
1673
Pacific Center for Financial Services
California
$542K – – –
WOC
1674
West Oak Capital
California
$540K +$5.85K +50 +1%
LFR
1675
Lehman Financial Resources
Pennsylvania
$539K +$126K +1,075 +30%
65 66
67
68 69