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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 %
KA
2201
Klingman & Associates
New York
$637K +$80.6K +557 +14%
XF
2202
XML Financial
Maryland
$637K +$637K +4,402 New
AIM
2203
Axiom Investment Management
New York
$636K -$1.41M -9,779 -69%
SWA
2204
Stratos Wealth Advisors
Ohio
$636K -$925K -6,396 -59%
PHAM
2205
Palisades Hudson Asset Management
Florida
$636K – – –
HCM
2206
Harvey Capital Management
Florida
$636K – – –
GDP
2207
Great Diamond Partners
Maine
$636K +$636K +4,403 New
DP
2208
Dearborn Partners
Illinois
$634K +$42.4K +293 +7%
GCA
2209
Guardian Capital Advisors
Ontario, Canada
$631K -$61.7K -425 -9%
PAM
2210
Peninsula Asset Management
Florida
$630K – – –
GC
2211
Guardian Capital
Ontario, Canada
$629K -$188K -1,300 -23%
DA
2212
Doliver Advisors
Texas
$629K +$7.96K +55 +1%
CCMW
2213
Cypress Capital Management (Wyoming)
Wyoming
$628K +$601K +4,152 +2,185%
FP
2214
Financial Perspectives
Minnesota
$627K +$627K +4,332 New
PSC
2215
Prentiss Smith & Co
Vermont
$626K +$434 +3 +0.1%
FCFC
2216
First Citizens Financial Corp
Iowa
$625K +$625K +4,324 New
Cohen & Steers
2217
Cohen & Steers
New York
$623K -$2.99M -20,634 -83%
CIP
2218
Convergence Investment Partners
Florida
$623K +$4.05K +28 +0.7%
GRQ
2219
Gardner Russo & Quinn
Pennsylvania
$622K -$2.89K -20 -0.5%
SCP
2220
Seizert Capital Partners
Michigan
$621K – – –
EWM
2221
Endurance Wealth Management
Rhode Island
$621K +$393K +2,715 +172%
LC
2222
Loews Corp
New York
$620K -$275K -1,899 -31%
FWP
2223
FAS Wealth Partners
Kansas
$619K +$1.3K +9 +0.2%
TP
2224
Tranquility Partners
Tennessee
$618K +$11.6K +80 +2%
WCWM
2225
Willow Creek Wealth Management
California
$616K -$454K -3,140 -42%
87 88
89
90 91