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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 %
M
2301
Mirova
France
$525K +$206K +1,424 +65%
RHFI
2302
Reilly Herbert Faulkner III
$524K -$33.1K -229 -6%
IEFM
2303
IQ EQ Fund Management
Ireland
$523K +$289 +2 +0.1%
MPW
2304
Monterey Private Wealth
California
$523K +$523K +3,616 New
BIM
2305
Bridgecreek Investment Management
Oklahoma
$521K +$217K +1,500 +71%
KTA
2306
Keeley-Teton Advisors
Illinois
$519K -$43.4K -300 -8%
TI
2307
Tidal Investments
Wisconsin
$519K +$77.3K +535 +18%
RPWA
2308
Regent Peak Wealth Advisors
Georgia
$518K +$518K +3,584 New
AF
2309
Affiance Financial
Minnesota
$517K -$2.17K -15 -0.4%
WWM
2310
Willingdon Wealth Management
North Carolina
$516K +$8.68K +60 +2%
GIP
2311
Greatmark Investment Partners
Georgia
$514K – – –
ADMI
2312
Albert D. Mason Inc
Massachusetts
$511K – – –
MIM
2313
Miller Investment Management
Pennsylvania
$510K – – –
Verition Fund Management
2314
Verition Fund Management
Connecticut
$507K -$217K -1,498 -30%
FSA
2315
Fort Sheridan Advisors
Illinois
$507K -$145 -1 -0%
GC
2316
Grace Capital
Massachusetts
$507K +$507K +3,506 New
BP
2317
Broadleaf Partners
Ohio
$507K +$507K +3,506 New
PP
2318
Parplus Partners
New York
$507K +$507K +3,506 New
ER
2319
Enlightenment Research
Florida
$506K +$506K +3,500 New
CFA
2320
Capstone Financial Advisors
Illinois
$501K -$63K -435 -11%
PPP
2321
Private Portfolio Partners
New Jersey
$501K -$27.8K -192 -5%
MFW
2322
Mosaic Family Wealth
Missouri
$499K -$6.36K -44 -1%
CSPIA
2323
Cary Street Partners Investment Advisory
Virginia
$496K +$496K +3,427 New
WAOTB
2324
Wealth Advisors of Tampa Bay
Florida
$495K +$18.1K +125 +4%
SFI
2325
SPC Financial Inc
Maryland
$494K -$682K -4,711 -58%
91 92
93
94 95