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Walt Disney
DIS

Overview Fund Activity

2,677 hedge funds and large institutions have $128B invested in Walt Disney in 2020 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 1,108 increasing their positions, 1,185 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,677
Holders Change
+8
Holders Change %
+0.3%
% of All Funds
55.03%
Holding in Top 10
159
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-14.97%
% of All Funds
3.27%
New
189
Increased
1,108
Reduced
1,185
Closed
154
Calls
$4.09B
Puts
$6.01B
Net Calls
-$1.93B
Net Calls Change
+$658M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$16.6B
2
Coatue Management
Coatue Management
New York
$1.03B
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$905M
4
Fisher Asset Management
Fisher Asset Management
Washington
$1.01B
5
TP
Third Point
New York
$613M

Top Sellers

1
PIF
Public Investment Fund
Saudi Arabia
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.23B
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$902K
4
DCP
D1 Capital Partners
New York
$523M
5
UBS Group
UBS Group
Switzerland
$910M
Name Holding Trade Value Shares
Change 		Shares
Change %
PBF
2451
Petix & Botte Financial
California
$246K +$123K +2,206 +100%
CG
2452
Corundum Group
Colorado
$244K -$5.8K -52 -2%
RWMH
2453
Riverpoint Wealth Management Holdings
Illinois
$244K – – –
BL
2454
Balentine LLC
Georgia
$244K +$121K +1,087 +99%
TA
2455
TCG Advisors
Texas
$244K +$244K +2,185 New
Financial Engines Advisors
2456
Financial Engines Advisors
California
$244K +$244K +2,188 New
HCP
2457
Holt Capital Partners
Texas
$243K – – –
SCG
2458
Sonata Capital Group
Washington
$241K -$55.8K -500 -19%
EPWM
2459
Essex Private Wealth Management
Massachusetts
$241K -$32.1K -289 -12%
SAG
2460
Spotlight Asset Group
Illinois
$241K – – –
TCPWM
2461
Traverso Chambers Private Wealth Management
California
$241K +$7.24K +65 +3%
CA
2462
Capital Advantage
California
$240K -$36.4K -327 -13%
SCM
2463
SKBA Capital Management
California
$240K – – –
BWAM
2464
Boyd Watterson Asset Management
Ohio
$240K – – –
FMTCOCP
2465
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$239K – – –
HWM
2466
Howard Wealth Management
Connecticut
$238K +$5.78K +52 +2%
AA
2467
Alesco Advisors
New York
$237K – – –
GWM
2468
Greenwich Wealth Management
Connecticut
$237K +$237K +2,121 New
5L
2469
55I LLC
Massachusetts
$237K +$237K +2,130 New
BCM
2470
Barometer Capital Management
Ontario, Canada
$237K +$237K +2,125 New
APW
2471
Acima Private Wealth
Virginia
$236K – – –
Wealth Enhancement Advisory Services
2472
Wealth Enhancement Advisory Services
Minnesota
$235K -$29.8K -250 -11%
EIG
2473
Ellenbecker Investment Group
Wisconsin
$235K -$1.67K -15 -0.7%
HIM
2474
Hotaling Investment Management
Pennsylvania
$235K +$235K +2,104 New
WC
2475
Whitney & Co
New York
$234K +$234K +2,100 New
97 98
99
100 101