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Walt Disney
DIS

Overview Fund Activity

2,103 hedge funds and large institutions have $102B invested in Walt Disney in 2017 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 709 increasing their positions, 879 reducing their positions, and 63 closing their positions.

Holders
2,103
Holders Change
+236
Holders Change %
+12.64%
% of All Funds
47.76%
Holding in Top 10
102
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+21.43%
% of All Funds
2.32%
New
319
Increased
709
Reduced
879
Closed
63
Calls
$2.4B
Puts
$3.53B
Net Calls
-$1.13B
Net Calls Change
-$5.03M

Top Buyers

1
BlackRock
1
BlackRock
New York
$10B
2
Citadel Advisors
2
Citadel Advisors
Florida
$233M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$649M
4
SIM
4
SRS Investment Management
New York
$183M
5
Bessemer Group
5
Bessemer Group
New Jersey
$242M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$2.86M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$234M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$190M
4
AL
4
AJO LP
Pennsylvania
$44.8M
5
Capital International Investors
5
Capital International Investors
California
$184M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
2001
Stuart Chaussee & Associates
California
$108K 998 -125 -11%
AC
2002
Avestar Capital
New York
$108K 1,201 +1,201 New
AA
2003
AlphaMark Advisors
Kentucky
$102K 951 -100 -10%
AJ
2004
Ashburton (Jersey)
Jersey
$101K 935 – –
LF
2005
Lee Financial
Texas
$97K 904 +249 +38%
GWA
2006
Guidant Wealth Advisors
Illinois
$94K 858 – –
HFM
2007
Harvest Fund Management
China
$91K 848 +848 New
RWG
2008
Regal Wealth Group
California
$88K 817 +17 +2%
DPA
2009
Delphi Private Advisors
California
$88K 818 +818 New
VCM
2010
Virtue Capital Management
Tennessee
$86K 798 +798 New
1IA
2011
1834 Investment Advisors
Wisconsin
$86K 800 +800 New
DSN
2012
D. Scott Neal
Kentucky
$82K 759 – –
CWM
2013
Catamount Wealth Management
Connecticut
$82K 763 – –
RAM
2014
Riggs Asset Management
Pennsylvania
$78K 723 – –
LWM
2015
Lenox Wealth Management
Ohio
$76K 704 -95 -12%
SHJ
2016
Sharkey, Howes & Javer
Colorado
$69K 638 -51 -7%
BC
2017
Barnett & Company
Tennessee
$69K 641 +75 +13%
GSC
2018
G&S Capital
Colorado
$68K 632 +632 New
SPI
2019
Santori & Peters Inc
Pennsylvania
$66K 647 +647 New
TC
2020
Trust Company
Kansas
$65K 602 -167 -22%
EMG
2021
ETF Managers Group
New Jersey
$61K 542 +76 +16%
TCCM
2022
Timber Creek Capital Management
Massachusetts
$60K 562 -50 -8%
LYV
2023
Live Your Vision
Pennsylvania
$60K 546 +3 +0.6%
RPG
2024
Risk Paradigm Group
Texas
$59.7K 555 +205 +59%
DRS
2025
Deane Retirement Strategies
Louisiana
$58K 536 – –
79 80
81
82 83