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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 %
BOPW
2076
Brandywine Oak Private Wealth
Pennsylvania
$806K -$10.5K -73 -1%
CCM
2077
Chickasaw Capital Management
Tennessee
$805K – – –
B
2078
Bridgeworth
Alabama
$805K – – –
CCB
2079
Cutter & Co Brokerage
Missouri
$804K -$596K -4,122 -43%
PB
2080
Pinnacle Bancorp
Nebraska
$803K -$16.2K -112 -2%
FWM
2081
Foresight Wealth Management
Utah
$803K +$13.4K +93 +2%
EIP
2082
Ellis Investment Partners
Pennsylvania
$803K +$24.5K +165 +3%
CHAM
2083
Clear Harbor Asset Management
Connecticut
$803K +$126K +871 +19%
BCA
2084
Berman Capital Advisors
Georgia
$801K -$35.3K -245 -4%
SAM
2085
Silphium Asset Management
United Kingdom
$795K -$57.9K -400 -7%
BA
2086
Birinyi Associates
Connecticut
$794K -$65K -450 -8%
AWM
2087
Apollon Wealth Management
South Carolina
$794K +$53.4K +371 +7%
FAM
2088
Flaharty Asset Management
Florida
$793K – – –
LBC
2089
Lawrence B. Cohen
$793K +$148K +1,027 +23%
PL
2090
Plancorp LLC
Missouri
$792K +$87K +601 +12%
BCA
2091
Bay Colony Advisors
Massachusetts
$791K -$255K -1,774 -24%
KLI
2092
Kelman-Lazarov Inc
Tennessee
$788K -$37K -256 -4%
RW
2093
RVW Wealth
California
$788K +$49K +339 +7%
LDFR
2094
Lehman & Derafelo Financial Resources
Pennsylvania
$788K +$58.1K +402 +8%
AA
2095
Aufman Associates
Pennsylvania
$787K +$787K +5,444 New
FWM
2096
Fairhaven Wealth Management
Illinois
$785K -$21.7K -150 -3%
AP
2097
Americana Partners
Texas
$783K +$783K +5,384 New
ZIG
2098
Zuckerman Investment Group
Illinois
$782K – – –
CNB
2099
Camden National Bank
Maine
$782K +$26.3K +182 +3%
FNBOSM
2100
First National Bank of South Miami
Florida
$781K -$136K -939 -15%
82 83
84
85 86