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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 %
TPW
2026
Tiller Private Wealth
Pennsylvania
$914K +$9.26K +64 +1%
MS
2027
Mizuho Securities
Japan
$911K +$56.4K +390 +7%
BCA
2028
Bray Capital Advisors
Florida
$908K – – –
EFSCE
2029
Enterprise Financial Services Corp (EFSC)
Missouri
$905K -$81.8K -565 -8%
MFT
2030
Moisand Fitzgerald Tamayo
Florida
$904K – – –
TF
2031
Trek Financial
Arizona
$903K -$837K -5,792 -48%
BIM
2032
Barton Investment Management
Pennsylvania
$894K – – –
CIA
2033
CSat Investment Advisory
Michigan
$894K +$141K +974 +19%
WANY
2034
Wealthspire Advisors (New York)
New York
$893K +$225K +1,557 +34%
1W
2035
1776 Wealth
Georgia
$891K +$891K +6,028 New
IP
2036
Intellectus Partners
California
$888K +$26K +179 +3%
PWM
2037
PBMares Wealth Management
Virginia
$886K +$886K +6,127 New
DLCIG
2038
D.L. Carlson Investment Group
New Hampshire
$884K -$4.34K -30 -0.5%
XS
2039
XR Securities
Illinois
$880K +$880K +6,087 New
PIG
2040
Pantheon Investment Group
California
$874K +$874K +6,112 New
BI
2041
Ballast Inc
Kentucky
$871K +$1.45K +10 +0.2%
BO
2042
Bank OZK
Arkansas
$871K +$37.6K +260 +5%
ROTUOC
2043
Regents of the University of California
California
$868K – – –
AA
2044
Apriem Advisors
California
$868K +$150K +1,034 +21%
ECAM
2045
East Coast Asset Management
Massachusetts
$863K – – –
JGIA
2046
Jackson Grant Investment Advisers
Connecticut
$853K – – –
GCA
2047
Gradient Capital Advisors
California
$850K -$61.6K -426 -7%
VCM
2048
Vivaldi Capital Management
Illinois
$847K -$635K -4,412 -43%
ACG
2049
Allen Capital Group
Nebraska
$846K +$37.4K +259 +5%
LWMM
2050
Legacy Wealth Management (Mississippi)
Mississippi
$844K +$844K +5,835 New
80 81
82
83 84