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Walt Disney
DIS

Overview Fund Activity

2,669 hedge funds and large institutions have $111B invested in Walt Disney in 2020 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 1,418 increasing their positions, 948 reducing their positions, and 296 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,669
Holders Change
-164
Holders Change %
-5.79%
% of All Funds
58.96%
Holding in Top 10
187
Holding in Top 10 Change
-153
Holding in Top 10 Change %
-45%
% of All Funds
4.13%
New
171
Increased
1,418
Reduced
948
Closed
296
Calls
$3.48B
Puts
$6.06B
Net Calls
-$2.58B
Net Calls Change
-$2.64B

Top Buyers

1
DCP
D1 Capital Partners
New York
+$629M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$503M
3
PIF
Public Investment Fund
Saudi Arabia
+$496M
4
Macquarie Group
Macquarie Group
Australia
+$475M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$427M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$941M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$916M
3
Jennison Associates
Jennison Associates
New York
-$743M
4
Parnassus Investments
Parnassus Investments
California
-$496M
5
JFA
Johanson Financial Advisors
California
-$378M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
2001
Plante Moran Financial Advisors
Michigan
$587K +$39.7K +411 +7%
TF
2002
Trek Financial
Arizona
$584K -$19.3K -200 -3%
TW
2003
TrinityPoint Wealth
Connecticut
$583K -$871K -9,028 -60%
EMB
2004
Elefante Mark B
$582K +$32.4K +335 +6%
BCA
2005
Bray Capital Advisors
Florida
$581K -$26.1K -270 -4%
WA
2006
WP Advisors
California
$581K +$139K +1,441 +31%
ROTUOC
2007
Regents of the University of California
California
$580K – – –
FWM
2008
Foresight Wealth Management
Utah
$579K +$42.4K +439 +8%
BOS
2009
Bingham Osborn & Scarborough
California
$577K +$31.7K +328 +6%
ECAM
2010
East Coast Asset Management
Massachusetts
$576K – – –
PB
2011
Pinnacle Bancorp
Nebraska
$576K +$40.4K +418 +8%
JGIA
2012
Jackson Grant Investment Advisers
Connecticut
$572K +$2.22K +23 +0.4%
EGA
2013
E&G Advisors
Texas
$570K -$96.5K -999 -14%
LWP
2014
Legacy Wealth Partners
California
$570K +$128K +1,329 +29%
BIM
2015
Barton Investment Management
Pennsylvania
$568K -$29K -300 -5%
AI
2016
AdvisorShares Investments
Maryland
$568K +$24.7K +256 +5%
CP
2017
Covenant Partners
Tennessee
$565K +$15K +155 +3%
CGA
2018
Crescent Grove Advisors
Illinois
$564K +$96.7K +1,001 +21%
DDC
2019
DF Dent & Co
Maryland
$562K +$68.1K +705 +14%
SIA
2020
Starfire Investment Advisers
Michigan
$560K +$869 +9 +0.2%
ICM
2021
Islay Capital Management
Texas
$560K +$558K +5,767 +23,068%
LF
2022
LifeSteps Financial
California
$558K +$14.5K +150 +3%
B
2023
Bridgeworth
Alabama
$558K +$20K +207 +4%
BWP
2024
Bernardo Wealth Planning
Pennsylvania
$557K +$112K +1,160 +25%
CCB
2025
Cutter & Co Brokerage
Missouri
$556K +$19K +197 +4%
79 80
81
82 83