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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 %
SFSG
1951
Stearns Financial Services Group
North Carolina
$255K +$10.8K +92 +4%
GAM
1952
Gemmer Asset Management
California
$253K +$64.2K +549 +34%
FDS
1953
First Dallas Securities
Texas
$252K – – –
GIP
1954
Greatmark Investment Partners
Georgia
$252K – – –
AA
1955
Alesco Advisors
New York
$252K +$117 +1 +0%
WCM
1956
Wedge Capital Management
North Carolina
$250K +$17.4K +149 +7%
AIS
1957
American Investment Services
Massachusetts
$249K – – –
HFA
1958
Huber Financial Advisors
Illinois
$247K -$17.2K -147 -7%
HWA
1959
Heritage Way Advisors
Illinois
$246K – – –
SIC
1960
Schwartz Investment Counsel
Michigan
$246K – – –
DE
1961
Day & Ennis
Georgia
$246K +$5.61K +48 +2%
CHA
1962
Carmichael Hill & Associates
Maryland
$244K -$25.1K -215 -9%
KF
1963
Krilogy Financial
Missouri
$244K -$21.4K -183 -8%
HCP
1964
Holt Capital Partners
Texas
$241K -$30.3K -260 -11%
GCA
1965
Gradient Capital Advisors
California
$241K +$241K +2,065 New
FIM
1966
Fernwood Investment Management
Massachusetts
$240K +$240K +2,051 New
AWM
1967
Aries Wealth Management
Maine
$237K – – –
CAM
1968
Claret Asset Management
Quebec, Canada
$237K +$9.94K +85 +4%
CWA
1969
Clarus Wealth Advisors
Arizona
$237K +$13K +111 +6%
TFA
1970
Transamerica Financial Advisors
Florida
$236K -$14.2K -121 -6%
AIA
1971
AIMZ Investment Advisors
California
$236K +$1.87K +16 +0.8%
AC
1972
Allstate Corporation
Illinois
$236K +$236K +2,017 New
RP
1973
Reinhart Partners
Wisconsin
$234K -$280K -2,395 -54%
CM
1974
Castleark Management
Illinois
$234K – – –
PFA
1975
Pure Financial Advisors
California
$234K +$234K +2,001 New
77 78
79
80 81