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Walt Disney
DIS

Overview Fund Activity

2,547 hedge funds and large institutions have $166B invested in Walt Disney in 2019 Q2 according to their latest regulatory filings, with 223 funds opening new positions, 1,137 increasing their positions, 981 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,547
Holders Change
+76
Holders Change %
+3.08%
% of All Funds
55.41%
Holding in Top 10
381
Holding in Top 10 Change
+178
Holding in Top 10 Change %
+87.68%
% of All Funds
8.29%
New
223
Increased
1,137
Reduced
981
Closed
113
Calls
$4.97B
Puts
$3.9B
Net Calls
+$1.07B
Net Calls Change
+$1.59B

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$2.23B
2
Jennison Associates
Jennison Associates
New York
+$962M
3
Morgan Stanley
Morgan Stanley
New York
+$892M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$578M
5
Ameriprise
Ameriprise
Minnesota
+$489M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$598M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$451M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$435M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$407M
5
DCP
D1 Capital Partners
New York
-$355M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBA
2001
Secrest Blakey & Associates
North Carolina
$669K +$10.2K +73 +2%
AA
2002
Apriem Advisors
California
$667K +$44.4K +318 +7%
CHAM
2003
Clear Harbor Asset Management
Connecticut
$666K +$2.1K +15 +0.3%
W
2004
Wealthquest
Ohio
$666K +$10.6K +76 +2%
VA
2005
Valmark Advisers
Ohio
$664K -$47.7K -342 -7%
OC
2006
Oarsman Capital
Wisconsin
$663K +$14.9K +107 +2%
HCM
2007
Horan Capital Management
Maryland
$661K -$19.5K -140 -3%
TCM
2008
Tradewinds Capital Management
Washington
$658K -$37.1K -266 -5%
SSA
2009
South Street Advisors
New York
$658K – – –
KMWM
2010
Keudell/Morrison Wealth Management
Oregon
$658K +$13.2K +98 +2%
F
2011
Filament
Washington
$656K – – –
LC
2012
Lindbrook Capital
California
$656K +$127K +907 +24%
LBC
2013
Lawrence B. Cohen
$654K -$140 -1 -0%
GCP
2014
GSA Capital Partners
United Kingdom
$654K +$654K +4,681 New
OWA
2015
Outlook Wealth Advisors
Texas
$654K +$654K +4,681 New
PFA
2016
Pure Financial Advisors
California
$653K +$138K +985 +27%
MIH
2017
Meitav Investment House
Israel
$651K -$417 -3 -0.1%
PI
2018
PFS Investments
Georgia
$651K +$651K +4,570 New
GFS
2019
GYL Financial Synergies
Connecticut
$649K +$11.5K +82 +2%
MFG
2020
Merit Financial Group
Georgia
$643K +$6.84K +49 +1%
LC
2021
Lavaca Capital
Texas
$640K – – –
MSR
2022
Main Street Research
Connecticut
$639K +$58.5K +419 +10%
CIP
2023
Convergence Investment Partners
Florida
$638K -$3.3M -23,655 -84%
IP
2024
Intellectus Partners
California
$637K -$776K -5,552 -55%
SIAG
2025
Signet Investment Advisory Group
Rhode Island
$637K +$167K +1,196 +36%
79 80
81
82 83