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Walt Disney

2,546 hedge funds and large institutions have $153B invested in Walt Disney in 2019 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 1,274 increasing their positions, 935 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,546
Holders Change
-1
Holders Change %
-0.04%
% of All Funds
55.92%
Holding in Top 10
267
Holding in Top 10 Change
-114
Holding in Top 10 Change %
-29.92%
% of All Funds
5.86%
New
109
Increased
1,274
Reduced
935
Closed
90
Calls
$3.11B
Puts
$3.43B
Net Calls
-$324M
Net Calls Change
-$1.4B
Name Holding Trade Value Shares
Change
Shares
Change %
LDFR
2001
Lehman & Derafelo Financial Resources
Pennsylvania
$658K +$26.1K +200 +4%
HPWM
2002
Highland Private Wealth Management
Washington
$655K +$8.86K +68 +1%
AWA
2003
Acorn Wealth Advisors
Michigan
$654K
HR
2004
Hardy Reed
Mississippi
$653K
MUAMU
2005
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$652K -$2.48M -19,000 -79%
Verition Fund Management
2006
Verition Fund Management
Connecticut
$652K -$200K -1,539 -24%
TIA
2007
Tiemann Investment Advisors
California
$652K +$24.4K +187 +4%
PVWM
2008
Point View Wealth Management
New Jersey
$651K -$41.1K -315 -6%
CPIA
2009
Cornell Pochily Investment Advisors
New York
$650K -$28.5K -219 -4%
CCC
2010
Chelsea Counsel Company
California
$648K -$326K -2,500 -33%
WOC
2011
West Oak Capital
California
$648K +$8.47K +65 +1%
AA
2012
Apriem Advisors
California
$647K +$24.1K +185 +4%
WMA
2013
Wealth Management Associates
New Jersey
$645K +$186K +1,428 +41%
PCFFS
2014
Pacific Center for Financial Services
California
$643K +$13K +100 +2%
VA
2015
Valmark Advisers
Ohio
$643K +$22.8K +175 +4%
SMFG
2016
Sumitomo Mitsui Financial Group
Japan
$643K +$643K +4,951 New
FCFS
2017
First Command Financial Services
Texas
$642K
FCB
2018
First Command Bank
Texas
$642K
NWP
2019
Northstar Wealth Partners
Connecticut
$641K +$112K +859 +21%
SC
2020
Skylands Capital
Wisconsin
$639K -$13K -100 -2%
W
2021
Wealthquest
Ohio
$638K +$16.2K +124 +3%
F
2022
Filament
Washington
$638K +$25.4K +195 +4%
BWA
2023
Burt Wealth Advisors
Maryland
$637K
PL
2024
Plancorp LLC
Missouri
$635K -$16K -123 -2%
OC
2025
Oarsman Capital
Wisconsin
$635K +$15.9K +122 +3%