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Walt Disney
DIS

Overview Fund Activity

2,833 hedge funds and large institutions have $169B invested in Walt Disney in 2019 Q4 according to their latest regulatory filings, with 395 funds opening new positions, 1,238 increasing their positions, 970 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,833
Holders Change
+287
Holders Change %
+11.27%
% of All Funds
55.94%
Holding in Top 10
340
Holding in Top 10 Change
+73
Holding in Top 10 Change %
+27.34%
% of All Funds
6.71%
New
395
Increased
1,238
Reduced
970
Closed
64
Calls
$5.08B
Puts
$5.03B
Net Calls
+$55.8M
Net Calls Change
+$379M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$347M
2
WRCM
Whale Rock Capital Management
Massachusetts
+$239M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$239M
4
Truist Financial
Truist Financial
North Carolina
+$219M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$195M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$985M
2
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$580M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$475M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$405M
5
BlackRock
BlackRock
New York
-$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZCI
1976
Zevenbergen Capital Investments
Washington
$1M -$5.06K -35 -0.5%
CC
1977
Chicago Capital
Illinois
$999K +$5.06K +35 +0.5%
EGA
1978
E&G Advisors
Texas
$998K -$14.5K -100 -1%
FCFC
1979
First Commonwealth Financial Corp
Pennsylvania
$997K – – –
IPW
1980
Inlet Private Wealth
Florida
$994K +$15.5K +107 +2%
TL
1981
TrueWealth LLC
Georgia
$994K +$36.7K +254 +4%
CT
1982
Columbia Trust
Oregon
$993K +$993K +6,871 New
SAM
1983
Smithbridge Asset Management
Pennsylvania
$989K – – –
GG
1984
Gleason Group
Kentucky
$989K +$989K +6,836 New
IAM
1985
ICM Asset Management
Washington
$986K -$51.7K -357 -5%
HI
1986
Handelsinvest Investeringsforvaltning
Denmark
$986K – – –
9WM
1987
9258 Wealth Management
Ohio
$985K +$331K +2,288 +51%
SHA
1988
Seneca House Advisors
Virginia
$984K +$349K +2,415 +55%
PWA
1989
Providence Wealth Advisors
Illinois
$982K -$64.7K -450 -6%
IWS
1990
Insight Wealth Strategies
California
$980K +$3.33K +23 +0.3%
RIG
1991
Roosevelt Investment Group
New York
$976K +$29.3K +203 +3%
MCM
1992
MV Capital Management
Maryland
$976K +$85.4K +591 +10%
SWRP
1993
Summit Wealth & Retirement Planning
California
$974K -$78.1K -540 -7%
CC
1994
Cypress Capital
Tennessee
$973K +$39.8K +275 +4%
CAC
1995
Certified Advisory Corp
Florida
$973K +$77.8K +538 +9%
CPO
1996
Cerity Partners OCIO
New York
$968K -$6.49K -46 -0.7%
AMCA
1997
Arthur M. Cohen & Associates
Illinois
$965K +$36.9K +255 +4%
MC
1998
Mathes Company
New York
$962K – – –
NEIRG
1999
New England Investment & Retirement Group
Massachusetts
$961K +$37.9K +262 +4%
WWM
2000
Windsor Wealth Management
Indiana
$961K +$124K +859 +15%
78 79
80
81 82