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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 %
AIMCA
2101
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$777K – – –
ARG
2102
Advisory Resource Group
Oklahoma
$776K -$68.7K -475 -8%
TFGT
2103
TS Financial Group (TSFG)
Illinois
$776K +$23.1K +160 +3%
SW
2104
SkyOak Wealth
Michigan
$774K +$774K +5,349 New
BWM
2105
BerganKDV Wealth Management
Minnesota
$772K +$81.8K +565 +12%
WCM
2106
Windsor Capital Management
Arizona
$770K +$2.6K +18 +0.3%
MAM
2107
Marotta Asset Management
Virginia
$770K +$770K +5,447 New
NCM
2108
Neumann Capital Management
California
$769K – – –
EDRIA
2109
Edmonds Duncan Registered Investment Advisors
Kansas
$769K +$5.06K +35 +0.7%
RIS
2110
Retirement Income Solutions
Michigan
$768K -$1.88K -13 -0.2%
GLI
2111
Guardian Life Insurance
New York
$768K +$5.21K +36 +0.7%
WCG
2112
Weaver Consulting Group
California
$768K +$13K +100 +2%
PCM
2113
Poehling Capital Management
Wisconsin
$767K -$20.7K -143 -3%
FDCC
2114
Foster Dykema Cabot & Co
Massachusetts
$767K -$18.2K -126 -2%
WA
2115
Wealth Advisors
California
$767K +$767K +5,515 New
MA
2116
MCF Advisors
Kentucky
$763K +$21.7K +150 +3%
FPCG
2117
Fort Pitt Capital Group
Pennsylvania
$762K -$9.98K -69 -1%
IFAM
2118
Institutional & Family Asset Management
Colorado
$762K +$8.39K +58 +1%
MCM
2119
Magnolia Capital Management
New York
$762K +$762K +5,270 New
MSU
2120
Mizuho Securities USA
New York
$762K +$762K +5,270 New
FPFS
2121
First Personal Financial Services
North Carolina
$755K -$97.2K -672 -11%
NWP
2122
Northstar Wealth Partners
Connecticut
$753K +$41.5K +287 +6%
DC
2123
DeDora Capital
California
$752K -$23.3K -161 -3%
MSR
2124
Main Street Research
Connecticut
$751K +$87.4K +604 +13%
PCMC
2125
Paragon Capital Management (Colorado)
Colorado
$747K -$2.31K -16 -0.3%
83 84
85
86 87