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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 %
CWM
1851
Confluence Wealth Management
Oregon
$344K -$3.27K -28 -0.9%
SCI
1852
S&CO Inc
Massachusetts
$344K – – –
JCM
1853
Janney Capital Management
Pennsylvania
$344K +$78.6K +671 +30%
PAG
1854
Pinnacle Advisory Group
Maryland
$344K +$344K +2,944 New
SWA
1855
Sutton Wealth Advisors
Florida
$343K – – –
AW
1856
Alpha Windward
Massachusetts
$342K -$573K -4,903 -63%
FHC
1857
First Heartland Consultants
Missouri
$340K -$29.3K -250 -8%
RIG
1858
Roosevelt Investment Group
New York
$339K -$11.7M -99,796 -97%
GAM
1859
Gould Asset Management
California
$338K +$14.8K +127 +5%
CA
1860
Capital Advantage
California
$335K +$77.7K +664 +30%
NFA
1861
Nuveen Fund Advisors
Illinois
$334K -$15.7K -134 -4%
CAM
1862
Cozad Asset Management
Illinois
$334K +$41.5K +355 +14%
RFM
1863
Royal Fund Management
Florida
$333K -$100K -859 -23%
NWM
1864
Northwest Wealth Management
Iowa
$331K -$9.59K -82 -3%
MIA
1865
MainStreet Investment Advisors
Illinois
$331K -$9.48K -81 -3%
AWS
1866
AJ Wealth Strategies
New York
$331K +$26.3K +225 +9%
AAS
1867
Annex Advisory Services
Wisconsin
$330K +$10.2K +87 +3%
GCM
1868
Gladius Capital Management
Illinois
$330K +$330K +2,818 New
CPC
1869
Cookson Peirce & Co
Pennsylvania
$330K +$330K +2,820 New
MLFP
1870
MPS Loria Financial Planners
Illinois
$329K -$29.7K -254 -8%
ACM
1871
AUA Capital Management
Pennsylvania
$329K – – –
SIAS
1872
Shine Investment Advisory Services
Colorado
$327K +$3.04K +26 +0.9%
PAA
1873
Peregrine Asset Advisers
Oregon
$326K +$11.7K +100 +4%
LWA
1874
Lowe Wealth Advisors
Maryland
$323K +$6.08K +52 +2%
PC
1875
Peavine Capital
Nevada
$321K +$16.5K +141 +5%
73 74
75
76 77