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Walt Disney

2,336 hedge funds and large institutions have $105B invested in Walt Disney in 2018 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 1,012 increasing their positions, 766 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,336
Holders Change
+179
Holders Change %
+8.3%
% of All Funds
52.13%
Holding in Top 10
201
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+40.56%
% of All Funds
4.49%
New
303
Increased
1,012
Reduced
766
Closed
101
Calls
$2.55B
Puts
$3.3B
Net Calls
-$756M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MIG
2001
McGuire Investment Group
Rhode Island
$328K -$8.88K -81 -3%
FGC
2002
Financial Gravity Companies
Texas
$328K +$328K +2,951 New
TAM
2003
Trillium Asset Management
Massachusetts
$327K -$56.9K -520 -15%
SCM
2004
Sterneck Capital Management
Missouri
$326K
LC
2005
Lavaca Capital
Texas
$326K +$326K +2,976 New
CWM
2006
Confluence Wealth Management
Oregon
$325K +$1.87K +17 +0.6%
EFS
2007
Econ Financial Services
Pennsylvania
$325K +$325K +2,964 New
UFF
2008
USA Financial Formulas
Michigan
$324K -$89.7K -767 -22%
WA
2009
Wealth Architects
California
$324K -$1.87K -17 -0.6%
HHGA
2010
Halbert Hargrove Global Advisors
California
$324K +$1.65K +15 +0.5%
FHC
2011
First Heartland Consultants
Missouri
$324K +$5.92K +54 +2%
RIG
2012
Roosevelt Investment Group
New York
$324K +$6.68K +61 +2%
AIM
2013
Avity Investment Management
Connecticut
$324K +$35.2K +321 +12%
MFW
2014
Mosaic Family Wealth
Missouri
$323K
RFM
2015
Royal Fund Management
Florida
$323K +$10.6K +97 +3%
WWM
2016
Windsor Wealth Management
Indiana
$323K +$132K +1,200 +69%
SCI
2017
S&CO Inc
Massachusetts
$322K
AA
2018
ALPS Advisors
Colorado
$322K +$322K +2,938 New
PPP
2019
Private Portfolio Partners
New Jersey
$321K +$321K +2,926 New
LC
2020
Lindbrook Capital
California
$320K +$320K +2,926 New
PAG
2021
Pinnacle Advisory Group
Maryland
$317K -$6.26K -57 -2%
GAM
2022
Gould Asset Management
California
$317K
SI
2023
Scharf Investments
California
$314K -$71.9M -655,593 -100%
CPSAC
2024
Chas P. Smith & Associates (CPS)
Florida
$314K -$61.7K -563 -16%
FSA
2025
Fort Sheridan Advisors
Illinois
$314K +$314K +2,866 New