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Walt Disney
DIS

Overview Fund Activity

2,833 hedge funds and large institutions have $169B invested in Walt Disney in 2019 Q4 according to their latest regulatory filings, with 395 funds opening new positions, 1,238 increasing their positions, 970 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,833
Holders Change
+287
Holders Change %
+11.27%
% of All Funds
55.94%
Holding in Top 10
340
Holding in Top 10 Change
+73
Holding in Top 10 Change %
+27.34%
% of All Funds
6.71%
New
395
Increased
1,238
Reduced
970
Closed
64
Calls
$5.08B
Puts
$5.03B
Net Calls
+$55.8M
Net Calls Change
+$379M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$347M
2
WRCM
Whale Rock Capital Management
Massachusetts
+$239M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$239M
4
Truist Financial
Truist Financial
North Carolina
+$219M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$195M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$985M
2
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$580M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$475M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$405M
5
BlackRock
BlackRock
New York
-$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDS
2001
First Dallas Securities
Texas
$960K +$316K +2,185 +49%
PFA
2002
Paradigm Financial Advisors
Missouri
$959K +$655K +4,527 +215%
PFC
2003
Phocas Financial Corp
California
$958K – – –
SAA
2004
Southeast Asset Advisors
Georgia
$953K -$61.8K -427 -6%
SCI
2005
S&CO Inc
Massachusetts
$953K +$520K +3,592 +120%
NCM
2006
Novare Capital Management
North Carolina
$951K +$17.9K +124 +2%
WPA
2007
West Paces Advisors
Georgia
$950K +$123K +853 +15%
BS
2008
Bessemer Securities
New York
$947K -$5.79K -40 -0.6%
MFG
2009
Monte Financial Group
Connecticut
$947K +$19.7K +136 +2%
SMFG
2010
Sumitomo Mitsui Financial Group
Japan
$947K +$226K +1,549 +31%
MFP
2011
Meridian Financial Partners
Virginia
$946K +$3.34K +23 +0.4%
C
2012
Certuity
Florida
$946K +$946K +6,538 New
GC
2013
Gruss & Co
Florida
$940K – – –
CPIG
2014
Chicago Partners Investment Group
Illinois
$939K +$82.9K +571 +10%
GWMIA
2015
Global Wealth Management Investment Advisory
Florida
$938K +$186K +1,288 +25%
TAMH
2016
Taikang Asset Management (HK)
Hong Kong
$938K +$424K +2,930 +82%
GFPC
2017
Global Financial Private Client
Florida
$931K +$931K +6,437 New
DBIA
2018
Dumont & Blake Investment Advisors
New Jersey
$929K -$124K -857 -12%
BPA
2019
Beacon Pointe Advisors
California
$929K +$266K +1,837 +40%
EWM
2020
Evermay Wealth Management
Virginia
$925K -$4.34K -30 -0.5%
IIM
2021
Intact Investment Management
Quebec, Canada
$925K +$419K +2,900 +83%
WR
2022
Watson Rebecca
$921K +$921K +6,367 New
SIC
2023
Samalin Investment Counsel
New York
$919K +$919K +6,354 New
NAS
2024
Nicolet Advisory Services
Wisconsin
$916K +$20.1K +139 +2%
LC
2025
Landaas & Company
Wisconsin
$916K +$24.6K +170 +3%
79 80
81
82 83