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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 %
OEP
2326
Ocean Endowment Partners
Illinois
$493K +$493K +3,412 New
HFA
2327
Huber Financial Advisors
Illinois
$491K -$18.9K -131 -4%
PO
2328
Private Ocean
California
$490K -$7.38K -51 -1%
AIP
2329
Almanack Investment Partners
Pennsylvania
$490K +$257K +1,763 +110%
OWA
2330
Outlook Wealth Advisors
Texas
$489K -$195K -1,343 -29%
SIA
2331
Soltis Investment Advisors
Utah
$489K +$489K +3,380 New
BRG
2332
Bay Rivers Group
Virginia
$488K +$488K +3,373 New
PIA
2333
Pinion Investment Advisors
Kansas
$487K +$38K +263 +8%
RFM
2334
Royal Fund Management
Florida
$486K +$16.5K +114 +4%
Kayne Anderson Rudnick Investment Management
2335
Kayne Anderson Rudnick Investment Management
California
$486K +$480K +3,318 +8,508%
MA
2336
MONECO Advisors
Connecticut
$484K +$1.01K +7 +0.2%
ACA
2337
Affinity Capital Advisors
California
$483K +$483K +3,341 New
PAM
2338
Palisade Asset Management
Minnesota
$479K +$99.7K +689 +26%
HI
2339
Hudock Inc
Pennsylvania
$479K +$205K +1,383 +75%
FWM
2340
Focused Wealth Management
New York
$478K +$38.2K +264 +9%
AIM
2341
Avity Investment Management
Connecticut
$478K +$43.4K +300 +10%
QI
2342
Qtron Investments
Massachusetts
$477K -$174K -1,204 -27%
ACM
2343
Alethea Capital Management
Washington
$477K – – –
FCCM
2344
First City Capital Management
Georgia
$476K -$136K -937 -22%
NWA
2345
New World Advisors
Massachusetts
$473K +$201K +1,390 +74%
CCM
2346
Carderock Capital Management
Maryland
$472K – – –
GAM
2347
Gemmer Asset Management
California
$470K – – –
AP
2348
Arlington Partners
Alabama
$470K +$125K +863 +36%
BDWM
2349
Brewin Dolphin Wealth Management
Ireland
$467K +$22.4K +155 +5%
OBGC
2350
O'Brien Greene & Co
Pennsylvania
$466K -$43.3K -300 -9%
92 93
94
95 96