DIS icon

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 %
SDAM
2026
Shulman DeMeo Asset Management
New York
$556K +$89.5K +926 +19%
TFGT
2027
TS Financial Group (TSFG)
Illinois
$555K +$36.2K +375 +7%
PFG
2028
PAX Financial Group
Texas
$555K +$225K +2,224 +68%
TCM
2029
Tradewinds Capital Management
Washington
$554K -$3.87K -40 -0.7%
VCP
2030
Verus Capital Partners
Arizona
$553K -$150K -1,557 -21%
ONB
2031
Old National Bancorp
Indiana
$553K -$9.95K -103 -2%
JA
2032
JOYN Advisors
Georgia
$553K +$122K +1,258 +28%
TAM
2033
Trillium Asset Management
Massachusetts
$552K -$4.25K -44 -0.8%
LWM
2034
Liberty Wealth Management
California
$552K +$7.24K +75 +1%
EE
2035
EWG Elevate
California
$552K +$552K +5,714 New
EFSCE
2036
Enterprise Financial Services Corp (EFSC)
Missouri
$551K -$53.3K -551 -9%
AWM
2037
Apollon Wealth Management
South Carolina
$549K +$16.2K +168 +3%
ZIG
2038
Zuckerman Investment Group
Illinois
$549K +$26.3K +272 +5%
BEC
2039
Blue Edge Capital
Virginia
$548K +$290K +3,000 +112%
ACA
2040
Anchor Capital Advisors
Massachusetts
$548K -$15.3K -158 -3%
GCA
2041
Gradient Capital Advisors
California
$547K -$21.1K -218 -4%
HIC
2042
Harvey Investment Company
Kentucky
$547K – – –
CCM
2043
Chickasaw Capital Management
Tennessee
$547K +$9.66K +100 +2%
LDFR
2044
Lehman & Derafelo Financial Resources
Pennsylvania
$546K +$19K +197 +4%
CCM
2045
Cullen Capital Management
New York
$545K – – –
BWM
2046
Baystate Wealth Management
Massachusetts
$544K -$4.15K -43 -0.8%
SAM
2047
Secure Asset Management
Michigan
$544K +$170K +1,764 +46%
IFG
2048
Investors Financial Group
Minnesota
$544K +$302K +3,123 +125%
CCFM
2049
Clear Creek Financial Management
Washington
$542K -$183K -1,797 -25%
AAM
2050
Augustine Asset Management
Florida
$541K +$263K +2,722 +94%
80 81
82
83 84