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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 %
NEPWA
1676
New England Private Wealth Advisors
Massachusetts
$538K +$53.1K +453 +11%
WA
1677
Winfield Associates
Ohio
$536K -$46.8K -400 -8%
SWM
1678
Segment Wealth Management
Texas
$535K +$107K +913 +25%
CRWM
1679
Castle Rock Wealth Management
California
$534K -$19K -163 -3%
LW
1680
Linscomb Wealth
Texas
$534K -$8.77K -75 -2%
ONST
1681
Old North State Trust
North Carolina
$533K +$533K +4,560 New
SIAP
1682
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$529K +$22.9K +196 +5%
GHAM
1683
Gilman Hill Asset Management
Connecticut
$526K -$28.7K -245 -5%
GA
1684
GFS Advisors
Texas
$525K -$584K -4,995 -53%
SG
1685
StoneX Group
New York
$524K -$59.6K -509 -10%
GRQ
1686
Gardner Russo & Quinn
Pennsylvania
$522K -$15.8K -135 -3%
FCFS
1687
First Command Financial Services
Texas
$521K +$45.5K +390 +10%
FCB
1688
First Command Bank
Texas
$521K +$45.5K +390 +10%
PV
1689
Private Vista
Illinois
$519K -$8.75K -77 -2%
HCA
1690
Horan Capital Advisors
Ohio
$519K – – –
HCM
1691
Harvey Capital Management
Florida
$514K -$2.1M -18,000 -80%
GAMC
1692
Garner Asset Management Corp
Texas
$513K -$11.5K -98 -2%
BWM
1693
Buckley Wealth Management
Nevada
$509K -$117 -1 -0%
MJP
1694
Michael J. Puzo
$507K +$507K +4,325 New
NAM
1695
NorthCoast Asset Management
Connecticut
$503K -$2.34K -20 -0.5%
SSG
1696
Summit Securities Group
New York
$503K +$503K +4,300 New
SCP
1697
Seizert Capital Partners
Michigan
$502K – – –
PWPS
1698
Pinnacle Wealth Planning Services
Ohio
$502K +$3.63K +31 +0.7%
CC
1699
Cadinha & Co
Hawaii
$501K -$76.1K -651 -13%
BHA
1700
Beech Hill Advisors
New York
$500K – – –
66 67
68
69 70