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Walt Disney
DIS

Overview Fund Activity

1,927 hedge funds and large institutions have $102B invested in Walt Disney in 2017 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 821 increasing their positions, 785 reducing their positions, and 102 closing their positions.

Holders
1,927
Holders Change
-26
Holders Change %
-1.33%
% of All Funds
48.11%
Holding in Top 10
138
Holding in Top 10 Change
-69
Holding in Top 10 Change %
-33.33%
% of All Funds
3.45%
New
94
Increased
821
Reduced
785
Closed
102
Calls
$3.21B
Puts
$2.3B
Net Calls
+$904M
Net Calls Change
-$1.88B

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$575M
2
AL
2
AJO LP
Pennsylvania
$351M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.18B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$252M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.5B

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.69B
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
LPU
3
Lansdowne Partners (UK)
United Kingdom
$91.1M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$469M
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$9K
Name Market Value Shares Shares
Change 		Shares
Change %
FPS
2001
Fieldpoint Private Securities
Connecticut
– – -2,121 Closed
SEIA
2002
Signature Estate & Investment Advisors
California
– – -2,113 Closed
HFA
2003
High Falls Advisors
New York
– – -2,095 Closed
BP
2004
BBR Partners
New York
– – -2,055 Closed
MIC
2005
Meridian Investment Counsel
California
– – -2,050 Closed
AWM
2006
AllSquare Wealth Management
New York
– – -2,033 Closed
WC
2007
Whitney & Co
New York
– – -2,000 Closed
NPF
2008
Norris Perne & French
Michigan
– – -1,923 Closed
RC
2009
Randolph Company
Ohio
– – -1,908 Closed
TCM
2010
Traynor Capital Management
Pennsylvania
– – -1,901 Closed
RCG
2011
Ruane, Cunniff & Goldfarb
New York
– – -1,882 Closed
GWCM
2012
Godshalk Welsh Capital Management
Pennsylvania
– – -1,837 Closed
SFWA
2013
Summit Financial Wealth Advisors
Louisiana
– – -1,833 Closed
VWM
2014
Venturi Wealth Management
Texas
– – -1,813 Closed
PFA
2015
Paradigm Financial Advisors
Missouri
– – -1,810 Closed
WA
2016
WP Advisors
California
– – -1,804 Closed
BWM
2017
BigSur Wealth Management
Florida
– – -1,800 Closed
PA
2018
Planning Alternatives
Michigan
– – -1,796 Closed
MTC
2019
McDaniel Terry & Co
Texas
– – -1,782 Closed
BIG
2020
Bellwether Investment Group
Tennessee
– – -1,297 Closed
FMA
2021
FNY Managed Accounts
New York
– – -451 Closed
HFM
2022
Harvest Fund Management
China
– – -309 Closed
FPTW
2023
Franklin, Parlapiano, Turner & Welch
Texas
– – -301 Closed
ST
2024
Sageworth Trust
Pennsylvania
– – -300 Closed
MAS
2025
Madden Advisory Services
Florida
– – -245 Closed
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