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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 %
MLFP
2426
MPS Loria Financial Planners
Illinois
$393K – – –
HFRG
2427
Houlihan Financial Resource Group
Virginia
$392K +$392K +2,712 New
GCIA
2428
Gabelli & Co Investment Advisers
New York
$391K -$43.4K -300 -10%
VCM
2429
Vigilant Capital Management
Maine
$391K +$36.2K +250 +10%
AFA
2430
American Financial Advisors
Georgia
$389K +$780 +6 +0.2%
TFF
2431
The Family Firm
Maryland
$386K -$173K -1,200 -31%
GA
2432
GFS Advisors
Texas
$386K +$22.1K +153 +6%
SCG
2433
Sonata Capital Group
Washington
$384K – – –
MPM
2434
Meritage Portfolio Management
Kansas
$383K +$24.3K +168 +7%
IWA
2435
Inspirion Wealth Advisors
Illinois
$382K +$11.3K +78 +3%
MPIA
2436
Mountain Pacific Investment Advisers
Idaho
$381K – – –
HC
2437
Hamilton Capital
Ohio
$381K +$381K +2,637 New
ME
2438
McIlrath & Eck
Washington
$380K +$98.4K +680 +35%
NWS
2439
Newport Wealth Strategies
California
$379K +$154K +1,060 +69%
PC
2440
Peavine Capital
Nevada
$377K – – –
MWM
2441
Mattern Wealth Management
Kansas
$377K +$377K +2,604 New
BOCM
2442
Bontempo Ohly Capital Management
Maryland
$377K +$377K +2,610 New
Edgewood Management
2443
Edgewood Management
Connecticut
$376K – – –
RW
2444
REDW Wealth
New Mexico
$376K – – –
AFM
2445
Anson Funds Management
Texas
$376K +$376K +2,600 New
EIA
2446
Eldridge Investment Advisors
New Hampshire
$374K – – –
FWM
2447
FSA Wealth Management
Massachusetts
$374K +$374K +2,587 New
CG
2448
Carmignac Gestion
France
$373K +$166K +1,148 +80%
BAM
2449
Bellevue Asset Management
Washington
$373K +$373K +2,581 New
SHWM
2450
Smith & Howard Wealth Management
Georgia
$372K +$372K +2,569 New
96 97
98
99 100