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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 %
SFWA
1876
Summit Financial Wealth Advisors
Louisiana
$320K +$68.5K +605 +27%
SCM
1877
Suffolk Capital Management
New York
$319K -$14M -119,849 -98%
SS
1878
Sunbelt Securities
Texas
$319K -$134K -1,148 -30%
SIC
1879
Sigma Investment Counselors
Michigan
$319K -$35.7K -305 -10%
GTAM
1880
Global Trust Asset Management
Florida
$319K +$112K +956 +54%
HCM
1881
HM Capital Management
Missouri
$317K -$467 -4 -0.1%
FPCP
1882
Fort Point Capital Partners
California
$317K +$317K +2,715 New
CCA
1883
Clearwater Capital Advisors
Illinois
$315K -$23.4K -200 -7%
BEC
1884
Blue Edge Capital
Virginia
$312K +$468 +4 +0.1%
SIM
1885
Sonora Investment Management
Arizona
$311K – – –
CAM
1886
Congress Asset Management
Massachusetts
$309K -$32.8K -280 -10%
SIM
1887
SSI Investment Management
California
$308K -$1.41K -12 -0.5%
TWM
1888
Titus Wealth Management
California
$308K +$13.8K +118 +5%
AIM
1889
Avity Investment Management
Connecticut
$308K +$45.4K +388 +17%
BFA
1890
Benedict Financial Advisors
Georgia
$308K +$308K +2,633 New
LFG
1891
Larson Financial Group
Missouri
$307K +$62.5K +535 +26%
BCA
1892
Berman Capital Advisors
Georgia
$306K -$148K -1,327 -33%
VCM
1893
Vivaldi Capital Management
Illinois
$306K +$306K +2,615 New
SBWM
1894
Sunflower Bank Wealth Management
Arizona
$305K -$211K -1,800 -41%
QCIG
1895
Quad-Cities Investment Group
Iowa
$305K +$116 +1 +0%
SFM
1896
Signet Financial Management
New Jersey
$305K +$11.8K +101 +4%
CA
1897
Continuum Advisory
Idaho
$305K +$305K +2,628 New
Edgewood Management
1898
Edgewood Management
Connecticut
$304K – – –
PBO
1899
Peoples Bank (Ohio)
Ohio
$303K – – –
SMG
1900
Spectrum Management Group
Indiana
$303K – – –
74 75
76
77 78