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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 %
WCM
1926
Whitener Capital Management
North Carolina
$278K +$23.5K +201 +9%
NCM
1927
Northwest Capital Management
Oregon
$278K +$278K +2,378 New
SAM
1928
SignalPoint Asset Management
Missouri
$277K – – –
OKSA
1929
O'Keefe Stevens Advisory
New York
$273K – – –
FMTCOCP
1930
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$271K – – –
CAL
1931
Capital Analysts LLC
Pennsylvania
$271K +$11.8K +101 +5%
LSC
1932
Lesa Sroufe & Co
Washington
$270K – – –
BO
1933
Bach Option
Hong Kong
$270K +$270K +2,306 New
SFC
1934
SYM Financial Corp
Indiana
$270K +$270K +2,313 New
BRF
1935
B. Riley Financial
California
$269K -$223K -1,908 -45%
SAM
1936
Shikiar Asset Management
New York
$269K – – –
NA
1937
Nottingham Advisors
New York
$268K +$268K +2,290 New
AIM
1938
Advantage Investment Management
Iowa
$267K +$1.05K +9 +0.4%
HL
1939
HeadInvest LLC
Maine
$266K -$19.1K -163 -7%
PFA
1940
Pathway Financial Advisors
Vermont
$265K – – –
CHP
1941
Cable Hill Partners
Oregon
$263K -$3.02K -26 -1%
DA
1942
Doliver Advisors
Texas
$262K -$48.6K -415 -16%
EWM
1943
Evermay Wealth Management
Virginia
$259K +$117 +1 +0%
PO
1944
Private Ocean
California
$259K +$234 +2 +0.1%
I
1945
INVST
Indiana
$258K -$20.1K -173 -7%
SFS
1946
Summit Financial Strategies
Ohio
$258K +$1.99K +17 +0.8%
AIS
1947
Accurate Investment Solutions
Pennsylvania
$256K -$56.4K -483 -18%
WC
1948
Whitney & Co
New York
$256K +$7.08K +61 +3%
HIIFS
1949
Harel Insurance Investments & Financial Services
Israel
$256K +$65.5K +560 +34%
SMH
1950
Sanders Morris Harris
Texas
$255K – – –
76 77
78
79 80