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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 %
AWA
2151
Arkadios Wealth Advisors
Georgia
$704K +$704K +4,998 New
CGA
2152
Crescent Grove Advisors
Illinois
$704K +$98.9K +680 +16%
NICM
2153
Neo Ivy Capital Management
New York
$702K +$702K +4,852 New
PCFFS
2154
Pacific Center for Financial Services
California
$700K -$14.5K -100 -2%
CC
2155
Cedar Capital
Illinois
$700K +$23.6K +163 +3%
SDAM
2156
Shulman DeMeo Asset Management
New York
$698K +$2.17K +15 +0.3%
TF
2157
TRH Financial
Iowa
$697K +$697K +4,782 New
W
2158
Wealthquest
Ohio
$696K -$11.9K -82 -2%
BWA
2159
Burt Wealth Advisors
Maryland
$696K -$10.8K -75 -2%
WA
2160
Wealth Architects
California
$696K +$74.6K +516 +12%
IF
2161
IRON Financial
Illinois
$692K +$105K +724 +18%
BHA
2162
Beech Hill Advisors
New York
$691K -$3.47K -24 -0.5%
CYG
2163
Clean Yield Group
Vermont
$690K – – –
PVWM
2164
Point View Wealth Management
New Jersey
$689K -$32.5K -225 -5%
F
2165
Filament
Washington
$687K -$25.2K -173 -4%
PFA
2166
Pure Financial Advisors
California
$685K +$65.3K +452 +11%
SSA
2167
South Street Advisors
New York
$681K – – –
BWM
2168
Buckley Wealth Management
Nevada
$680K -$6.65K -46 -1%
CBFP
2169
Cedar Brook Financial Partners
Ohio
$676K -$237K -1,636 -26%
LC
2170
Lindbrook Capital
California
$676K +$37.2K +257 +6%
FFS
2171
Founders Financial Securities
Maryland
$675K +$172K +1,192 +34%
LWM
2172
Lyons Wealth Management
Florida
$673K +$2.61K +18 +0.4%
BWP
2173
Bernardo Wealth Planning
Pennsylvania
$666K +$5.06K +35 +0.8%
BMCM
2174
Bryn Mawr Capital Management
Pennsylvania
$666K +$219K +1,515 +49%
RZH
2175
Relyea Zuckerberg Hanson
Connecticut
$666K +$666K +4,603 New
85 86
87
88 89