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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 %
SAM
2001
SP Asset Management
California
$212K +$212K +1,814 New
AP
2002
Atwood & Palmer
Missouri
$211K -$1.64K -14 -0.8%
CCM
2003
Carderock Capital Management
Maryland
$210K +$210K +1,796 New
NP
2004
NS Partners
United Kingdom
$210K +$210K +1,800 New
MIC
2005
Meridian Investment Counsel
California
$209K +$209K +1,791 New
FFC
2006
First Financial Corp
Indiana
$208K – – –
LRIC
2007
Long Road Investment Counsel
Michigan
$208K +$208K +1,775 New
HFBOT
2008
Home Federal Bank of Tennessee
Tennessee
$208K +$208K +1,782 New
SM
2009
Sciencast Management
New Jersey
$207K -$527K -4,635 -72%
DFIG
2010
Dragon Financial & Investment Group
California
$207K -$95.1K -814 -31%
NPT
2011
Nixon Peabody Trust
Massachusetts
$207K -$52.7K -450 -20%
KWMG
2012
King Wealth Management Group
Florida
$207K +$207K +1,770 New
TCM
2013
Traynor Capital Management
Pennsylvania
$205K -$115K -982 -36%
WA
2014
WP Advisors
California
$205K -$20.7K -177 -9%
KC
2015
KHP Capital
Oklahoma
$205K – – –
WWM
2016
Windsor Wealth Management
Indiana
$204K +$204K +1,743 New
IWP
2017
Icon Wealth Partners
Texas
$202K +$91.9K +786 +83%
CC
2018
Capital Counsel
New York
$202K +$202K +1,725 New
CBB
2019
Citizens Business Bank
California
$202K +$202K +1,727 New
ME
2020
McIlrath & Eck
Washington
$201K -$7.85K -67 -4%
ACC
2021
Accident Compensation Corp
New Zealand
$199K -$1.02M -8,700 -84%
BWL
2022
Bogart Wealth LLC
Virginia
$199K +$8.75K +75 +5%
LFG
2023
LifePlan Financial Group
Ohio
$193K – – –
AWM
2024
Aevitas Wealth Management
Massachusetts
$192K -$67.9K -579 -26%
FMT
2025
First Mercantile Trust
Tennessee
$191K -$36.3K -310 -16%
79 80
81
82 83