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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 %
WA
2176
WP Advisors
California
$662K +$7.24K +50 +1%
FSG
2177
Financial Strategies Group
Michigan
$662K +$662K +4,580 New
JWBC
2178
John W. Bristol & Co
New York
$661K +$130K +900 +25%
SIAG
2179
Signet Investment Advisory Group
Rhode Island
$660K -$5.21K -36 -0.8%
AWA
2180
Acorn Wealth Advisors
Michigan
$660K +$14.7K +100 +2%
MTC
2181
McDaniel Terry & Co
Texas
$659K -$32.5K -225 -5%
CF
2182
Copperwynd Financial
Arizona
$659K +$9.4K +65 +1%
MPWT
2183
MassMutual Private Wealth & Trust
Connecticut
$658K +$61.8K +427 +10%
ATWA
2184
Arbor Trust Wealth Advisors
Michigan
$656K +$656K +4,508 New
SEEDPG
2185
S.E.E.D. Planning Group
New York
$656K +$656K +4,534 New
VFM
2186
Vivid Financial Management
California
$656K +$656K +4,649 New
FCA
2187
FLC Capital Advisors
California
$654K +$33.7K +233 +5%
JIP
2188
Jaffetilchin Investment Partners
Florida
$653K -$105K -724 -14%
LP
2189
LGL Partners
Pennsylvania
$653K +$11.6K +80 +2%
SWM
2190
Segment Wealth Management
Texas
$652K +$121K +836 +23%
MC
2191
Machina Capital
France
$651K +$651K +4,499 New
LPIC
2192
LeJeune Puetz Investment Counsel
Michigan
$649K – – –
SMC
2193
S. Muoio & Co
New York
$648K – – –
JA
2194
JOYN Advisors
Georgia
$646K -$15.2K -105 -2%
LWP
2195
Legacy Wealth Partners
California
$646K +$646K +4,568 New
RICHC
2196
Renaissance Investment Consultants Holding Company
Pennsylvania
$643K +$643K +4,473 New
LC
2197
Lavaca Capital
Texas
$641K -$21.7K -150 -3%
PP
2198
PagnatoKarp Partners
Virginia
$641K -$9.46K -65 -1%
SIM
2199
SSI Investment Management
California
$638K -$4.75K -33 -0.7%
Coatue Management
2200
Coatue Management
New York
$637K -$8.17M -56,509 -93%
86 87
88
89 90