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Walt Disney
DIS

Overview Fund Activity

2,677 hedge funds and large institutions have $128B invested in Walt Disney in 2020 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 1,108 increasing their positions, 1,185 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,677
Holders Change
+8
Holders Change %
+0.3%
% of All Funds
55.03%
Holding in Top 10
159
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-14.97%
% of All Funds
3.27%
New
189
Increased
1,108
Reduced
1,185
Closed
154
Calls
$4.09B
Puts
$6.01B
Net Calls
-$1.93B
Net Calls Change
+$658M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.2B
2
Coatue Management
Coatue Management
New York
+$1.02B
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$905M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$511M
5
TP
Third Point
New York
+$454M

Top Sellers

1
PIF
Public Investment Fund
Saudi Arabia
-$496M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$395M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$359M
4
DCP
D1 Capital Partners
New York
-$328M
5
UBS Group
UBS Group
Switzerland
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
2001
Barton Investment Management
Pennsylvania
$656K – – –
SDAM
2002
Shulman DeMeo Asset Management
New York
$656K +$14.4K +129 +2%
AGM
2003
Alpine Global Management
New York
$656K +$656K +5,886 New
CPIA
2004
Cornell Pochily Investment Advisors
New York
$653K +$39K +350 +6%
PMFA
2005
Plante Moran Financial Advisors
Michigan
$652K -$25.9K -232 -4%
ZIG
2006
Zuckerman Investment Group
Illinois
$652K +$18.4K +165 +3%
TW
2007
TrinityPoint Wealth
Connecticut
$650K -$23.2K -208 -3%
MWM
2008
Modera Wealth Management
New Jersey
$637K +$106K +951 +20%
VCWA
2009
Vanguard Capital Wealth Advisors
Colorado
$637K +$637K +5,717 New
SAS
2010
Stelac Advisory Services
New York
$636K +$636K +5,706 New
BEC
2011
Blue Edge Capital
Virginia
$633K – – –
HIC
2012
Harvey Investment Company
Kentucky
$632K – – –
NWP
2013
Northstar Wealth Partners
Connecticut
$630K +$82.8K +743 +15%
ICM
2014
Islay Capital Management
Texas
$629K -$17.1K -153 -3%
ACA
2015
Anchor Capital Advisors
Massachusetts
$629K -$3.34K -30 -0.5%
GCA
2016
Gradient Capital Advisors
California
$629K -$2.57K -23 -0.4%
CCM
2017
Cullen Capital Management
New York
$629K – – –
AI
2018
AdvisorShares Investments
Maryland
$628K -$28.6K -256 -4%
BOS
2019
Bingham Osborn & Scarborough
California
$625K -$40.7K -365 -6%
CWA
2020
Capital Wealth Alliance
Arizona
$625K +$6.91K +62 +1%
LW
2021
Linscomb Wealth
Texas
$625K +$10.7K +96 +2%
IA
2022
IFG Advisors
Missouri
$624K +$5.58K +50 +0.9%
PRWA
2023
Platte River Wealth Advisors
Colorado
$624K +$624K +5,451 New
SWM
2024
Sugarloaf Wealth Management
Georgia
$622K +$1.45K +13 +0.2%
EWM
2025
Executive Wealth Management
Michigan
$621K -$211K -1,898 -25%
79 80
81
82 83