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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 %
SFG
1776
Sather Financial Group
Texas
$416K – – –
ADMI
1777
Albert D. Mason Inc
Massachusetts
$415K -$57.1K -489 -12%
OFW
1778
Omnia Family Wealth
Florida
$413K – – –
BFG
1779
Barber Financial Group
Kansas
$413K +$17.5K +150 +4%
MWM
1780
Modera Wealth Management
New Jersey
$413K +$108K +922 +35%
MIM
1781
Miller Investment Management
Pennsylvania
$412K – – –
TAM
1782
Trillium Asset Management
Massachusetts
$410K -$78.7K -673 -16%
KA
1783
Klingman & Associates
New York
$410K +$117 +1 +0%
WPW
1784
Winthrop Partners - WNY
New York
$408K -$40.9K -350 -9%
BMM
1785
Buffington Mohr McNeal
Idaho
$408K +$45.4K +388 +13%
SFG
1786
StrategIQ Financial Group
Indiana
$407K -$51.8K -443 -11%
RPAM
1787
Rhenman & Partners Asset Management
Sweden
$407K – – –
SWK
1788
Stephen W. Kidder
$407K +$25.7K +220 +7%
CNB
1789
Camden National Bank
Maine
$406K -$22.2K -190 -5%
IUHSA
1790
Itau Unibanco Holding S.A.
Brazil
$403K -$356K -3,048 -47%
AA
1791
Apriem Advisors
California
$403K +$11.9K +102 +3%
JFA
1792
JNBA Financial Advisors
Minnesota
$401K -$2.47M -21,129 -86%
AOWM
1793
Alpha Omega Wealth Management
Virginia
$401K -$5.85K -50 -1%
CPSAC
1794
Chas P. Smith & Associates (CPS)
Florida
$401K +$47.9K +409 +14%
CWM
1795
Connecticut Wealth Management
Connecticut
$400K – – –
PP
1796
PDS Planning
Ohio
$399K +$49.6K +424 +14%
TFS
1797
TrustCore Financial Services
Tennessee
$398K +$15.6K +133 +4%
ATFA
1798
All Terrain Financial Advisors
Minnesota
$396K +$2.81K +24 +0.7%
BMCM
1799
Bryn Mawr Capital Management
Pennsylvania
$395K -$6.08K -52 -2%
PFBT
1800
Parkside Financial Bank & Trust
Missouri
$395K +$4.22K +36 +1%
70 71
72
73 74