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 %
CP
1801
Camelot Portfolios
Ohio
$395K +$395K +3,380 New
IFAM
1802
Institutional & Family Asset Management
Colorado
$391K +$5.61K +48 +1%
WAOTB
1803
Wealth Advisors of Tampa Bay
Florida
$389K -$79K -675 -17%
CBOR
1804
Community Bank of Raymore
Missouri
$389K +$7.03K +60 +2%
RGIA
1805
Rainier Group Investment Advisory
Washington
$386K – – –
PHAM
1806
Palisades Hudson Asset Management
Florida
$385K – – –
CFA
1807
Capstone Financial Advisors
Illinois
$385K +$12.6K +108 +3%
KFS
1808
Kurt F. Somerville
$385K +$120K +1,025 +45%
KWA
1809
KCS Wealth Advisory
California
$382K -$17.9K -153 -4%
CHAM
1810
Clear Harbor Asset Management
Connecticut
$381K -$2.62M -22,920 -87%
SAM
1811
Security Asset Management
New York
$381K +$11.7K +100 +3%
EAM
1812
Evanson Asset Management
California
$381K +$22.1K +189 +6%
UBV
1813
United Bank (Virginia)
Virginia
$378K – – –
IF
1814
IRON Financial
Illinois
$376K -$12.5M -106,897 -97%
FLI
1815
Family Legacy Inc
South Carolina
$376K -$13.7K -117 -4%
DAC
1816
Dividend Assets Capital
South Carolina
$374K – – –
TDC
1817
Thompson Davis & Co
Virginia
$373K +$338K +2,885 +952%
NP
1818
NorthRock Partners
Minnesota
$372K +$23K +195 +7%
UFF
1819
USA Financial Formulas
Michigan
$371K -$379K -3,619 -51%
NIM
1820
NuWave Investment Management
New Jersey
$371K +$339K +2,903 +1,059%
FCCM
1821
First City Capital Management
Georgia
$370K – – –
MCIA
1822
Mountain Capital Investment Advisors
Colorado
$370K +$16K +137 +5%
AF
1823
Affiance Financial
Minnesota
$369K -$11.9K -102 -3%
SGK
1824
Steigerwald Gordon & Koch
Virginia
$368K -$39.5K -338 -10%
BL
1825
BFSG LLC
California
$368K – – –
71 72
73
74 75