DIS icon

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 %
BWA
1701
Burt Wealth Advisors
Maryland
$500K – – –
FFW
1702
Fusion Family Wealth
New York
$500K +$2.93K +25 +0.6%
NFG
1703
Nations Financial Group
Iowa
$500K +$36.1K +309 +8%
BBP
1704
Banco BTG Pactual
Brazil
$499K -$3.26M -27,920 -87%
PSC
1705
Prentiss Smith & Co
Vermont
$499K – – –
HH
1706
Hilltop Holdings
Texas
$497K +$134K +1,144 +37%
MSFP
1707
Mark Sheptoff Financial Planning
Connecticut
$496K – – –
PCM
1708
Poehling Capital Management
Wisconsin
$495K +$472K +4,035 +2,059%
DWM
1709
Doyle Wealth Management
Florida
$494K -$21.9K -187 -4%
OIM
1710
Orca Investment Management
Oregon
$493K -$33.9K -290 -6%
WA
1711
Wheatland Advisors
Pennsylvania
$491K – – –
GLI
1712
Guardian Life Insurance
New York
$491K +$10.1K +86 +2%
DP
1713
Dearborn Partners
Illinois
$489K – – –
AWA
1714
Acorn Wealth Advisors
Michigan
$488K +$8.69K +75 +2%
IA
1715
Independence Advisors
Pennsylvania
$487K +$2.46K +21 +0.5%
KSA
1716
Ken Stern & Associates
California
$486K +$84.2K +720 +21%
ACG
1717
Allen Capital Group
Nebraska
$485K +$68.5K +586 +16%
PIA
1718
Peachtree Investment Advisors
Georgia
$483K – – –
SNB
1719
Security National Bank
Nebraska
$482K – – –
CWM
1720
Chesapeake Wealth Management
Virginia
$481K -$39.6K -339 -8%
BHTS
1721
Bar Harbor Trust Services
Maine
$481K – – –
WWM
1722
Willingdon Wealth Management
North Carolina
$481K +$4.32K +37 +0.9%
VAM
1723
Visionary Asset Management
Texas
$479K +$247K +2,111 +106%
DDC
1724
DF Dent & Co
Maryland
$478K -$87.5K -748 -15%
WCM
1725
Windsor Capital Management
Arizona
$478K +$38.7K +331 +9%
67 68
69
70 71