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Walt Disney
DIS

Overview Fund Activity

2,157 hedge funds and large institutions have $112B invested in Walt Disney in 2018 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 979 increasing their positions, 797 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,157
Holders Change
+32
Holders Change %
+1.51%
% of All Funds
49.39%
Holding in Top 10
143
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+15.32%
% of All Funds
3.27%
New
133
Increased
979
Reduced
797
Closed
81
Calls
$1.96B
Puts
$2.73B
Net Calls
-$770M
Net Calls Change
-$283M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$598M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$224M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$177M
4
UBS Group
UBS Group
Switzerland
+$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$140M

Top Sellers

1
State Street
State Street
Massachusetts
-$512M
2
HCM
Highfields Capital Management
Massachusetts
-$473M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$402M
4
Goldman Sachs
Goldman Sachs
New York
-$274M
5
Barclays
Barclays
United Kingdom
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
2076
Clearstead Trust
Maine
$70K +$56K +479 +399%
BCM
2077
Bluefin Capital Management
New York
$70K +$70K +600 New
AWM
2078
AllSquare Wealth Management
New York
$64K – – –
TCCM
2079
Timber Creek Capital Management
Massachusetts
$63K -$1.73K -15 -3%
NC
2080
NewSquare Capital
Pennsylvania
$63K +$2.11K +18 +3%
RFWA
2081
RPg Family Wealth Advisory
Massachusetts
$61.6K -$23.7K -203 -28%
MUS
2082
Mitsubishi UFJ Securities
Japan
$60K – – –
CAL
2083
Capital Advisors Ltd
Ohio
$59K – – –
EA
2084
Elm Advisors
California
$59K +$59K +501 New
DAL
2085
David A. Lorber
$55K +$55K +470 New
AWMS
2086
Advocacy Wealth Management Services
Georgia
$53K – – –
VRM
2087
Vectors Research Management
New York
$53K +$53K +502 New
CWSR
2088
Chessman Wealth Strategies RIA
Texas
$52K +$52K +441 New
SFPIA
2089
Stevens First Principles Investment Advisors
California
$51K +$12.3K +105 +32%
TC
2090
Trust Company
Kansas
$48K -$14.5K -125 -23%
WAS
2091
Winch Advisory Services
Wisconsin
$48K +$4.11K +35 +9%
SMFG
2092
Sumitomo Mitsui Financial Group
Japan
$46K -$148K -1,281 -76%
OBWP
2093
O'Brien Wealth Partners
Massachusetts
$45K +$818 +7 +2%
HS
2094
Horan Securities
United States
$44K – – –
BCM
2095
Brasada Capital Management
Texas
$42K +$30.4K +261 +261%
FGAM
2096
Financial Gravity Asset Management
Texas
$40K +$10.9K +96 +38%
VEA
2097
Virtus ETF Advisers
New York
$38K +$38K +321 New
AAP
2098
Arax Advisory Partners
Colorado
$37K -$123K -1,041 -77%
DOA
2099
D'Orazio & Associates
Virginia
$37K – – –
IF
2100
Ironwood Financial
Arizona
$37K +$28.9K +250 +357%
82 83
84
85 86