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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 %
MTC
1976
McDaniel Terry & Co
Texas
$232K – – –
AC
1977
Avestar Capital
New York
$231K +$11K +105 +5%
CGT
1978
Capital Guardian Trust
California
$230K -$270K -2,311 -54%
SNBOSD
1979
Security National Bank of So Dak
Iowa
$230K – – –
FLII
1980
First Long Island Investors
New York
$229K – – –
WA
1981
WealthTrust-Arizona
Arizona
$229K +$5.73K +49 +3%
AIFS
1982
A&I Financial Services
Colorado
$227K -$9.49K -81 -4%
VIM
1983
Veritas Investment Management
United Kingdom
$226K – – –
RTS
1984
Round Table Services
New Jersey
$224K +$224K +1,916 New
EIG
1985
Ellenbecker Investment Group
Wisconsin
$223K +$223K +1,911 New
IIM
1986
Intact Investment Management
Quebec, Canada
$222K -$456K -3,900 -67%
CFN
1987
Cordasco Financial Network
Florida
$222K +$1.17K +10 +0.5%
PGA
1988
Portland Global Advisors
Maine
$222K +$222K +1,900 New
BDWM
1989
Brewin Dolphin Wealth Management
Ireland
$221K +$46.8K +400 +27%
IWA
1990
Inspirion Wealth Advisors
Illinois
$221K +$221K +1,887 New
SHWM
1991
Smith & Howard Wealth Management
Georgia
$221K +$221K +1,892 New
MCM
1992
Marathon Capital Management
Maryland
$221K +$221K +1,894 New
TB
1993
Terril Brothers
Missouri
$220K +$220K +1,881 New
WFMPM
1994
Woodley Farra Manion Portfolio Management
Indiana
$220K +$220K +1,885 New
FPIS
1995
Financial Planning & Information Services
Wisconsin
$218K +$218K +1,863 New
RWMH
1996
Riverpoint Wealth Management Holdings
Illinois
$217K +$217K +1,859 New
HI
1997
Hudock Inc
Pennsylvania
$216K +$936 +8 +0.4%
CAS
1998
Cue Advisory Services
Arizona
$216K +$216K +1,843 New
DW
1999
Domani Wealth
Pennsylvania
$216K +$216K +1,845 New
FAM
2000
Fenimore Asset Management
New York
$215K +$215K +1,838 New
78 79
80
81 82