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DIS - Walt Disney Co-The Stock Price, Fair Value and News
111.99
USD
-0.62
(-0.55%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold DIS recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-19
EVERETT HARRIS & CO /CA/
REDUCED
Premium
Premium
Premium
Premium
1,238,720
2024-04-19
TRAN CAPITAL MANAGEMENT, L.P.
UNCHANGED
Premium
Premium
Premium
Premium
5,787
2024-04-19
ARVEST INVESTMENTS, INC.
REDUCED
Premium
Premium
Premium
Premium
8,750
2024-04-19
CHECK CAPITAL MANAGEMENT INC/CA
UNCHANGED
Premium
Premium
Premium
Premium
3,360
2024-04-19
ALBION FINANCIAL GROUP /UT
ADDED
Premium
Premium
Premium
Premium
90,553
2024-04-19
TRUST CO OF OKLAHOMA
REDUCED
Premium
Premium
Premium
Premium
14,581
2024-04-19
BOURGEON CAPITAL MANAGEMENT LLC
ADDED
Premium
Premium
Premium
Premium
79,058
2024-04-19
Kaye Capital Management
NEW
Premium
Premium
Premium
Premium
1,706
2024-04-19
MENLO ADVISORS LLC
REDUCED
Premium
Premium
Premium
Premium
20,063
2024-04-19
FORVIS Wealth Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
49,031
2024-04-19
AMI ASSET MANAGEMENT CORP
UNCHANGED
Premium
Premium
Premium
Premium
2,303
2024-04-19
State of Alaska, Department of Revenue
ADDED
Premium
Premium
Premium
Premium
199,038
2024-04-19
MAD RIVER INVESTORS
UNCHANGED
Premium
Premium
Premium
Premium
2,400
2024-04-19
Fruth Investment Management
REDUCED
Premium
Premium
Premium
Premium
24,348
2024-04-19
Wallington Asset Management, LLC
ADDED
Premium
Premium
Premium
Premium
47,742
2024-04-19
Ipswich Investment Management Co., Inc.
UNCHANGED
Premium
Premium
Premium
Premium
6,245
2024-04-19
Mesirow Financial Investment Management, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-19
Sumitomo Mitsui Trust Holdings, Inc.
REDUCED
Premium
Premium
Premium
Premium
4,743,640
2024-04-19
Cutler Group LLC / CA
REDUCED
Premium
Premium
Premium
Premium
22,887
2024-04-19
Westside Investment Management, Inc.
REDUCED
Premium
Premium
Premium
Premium
6,768
2024-04-19
E&G Advisors, LP
REDUCED
Premium
Premium
Premium
Premium
2,199
2024-04-19
Tradewinds Capital Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
2,774
2024-04-19
Teamwork Financial Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
2,524
2024-04-19
Hedeker Wealth, LLC
REDUCED
Premium
Premium
Premium
Premium
16,955
2024-04-19
TRUST POINT INC.
ADDED
Premium
Premium
Premium
Premium
9,012
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50
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1–25 of 1834
Which funds are the top buyers of DIS?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
151,444,000
13,673,800,000
0.30%
BlackRock Inc.
121,503,000
10,970,500,000
0.28%
STATE STREET CORP
75,670,900
6,854,530,000
0.33%
MORGAN STANLEY
48,023,800
4,336,070,000
0.38%
GEODE CAPITAL MANAGEMENT, LLC
34,606,500
3,114,910,000
0.33%
TRIAN FUND MANAGEMENT, L.P.
32,337,900
2,919,780,000
41.67%
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
32,182,800
2,905,780,000
2.80%
WHALEROCK POINT PARTNERS, LLC
32,115,000
2,899,660,000
0.90%
NORTHERN TRUST CORP
22,415,600
2,023,900,000
0.37%
NORGES BANK
21,471,300
1,938,650,000
0.34%
Rows per page:
10
1–10 of 87
Which funds have put a big percent of portfolio in DIS?
Fund Name
$ Value
% Port.
TRIAN FUND MANAGEMENT, L.P.
2,919,780,000
41.67%
Granite Group Advisors, LLC
56,260,800
39.80%
LEWIS CAPITAL MANAGEMENT, LLC
14,368,500
22.37%
Oldfield Partners LLP
84,944,800
11.66%
Kayak Investment Partners LLC
5,306,000
10.11%
Lindsell Train Ltd
501,589,000
9.73%
DRH Investments, Inc.
10,043,600
9.31%
ValueAct Holdings, L.P.
459,245,000
9.19%
Velanne Asset Management Ltd
24,444,000
8.47%
TB Alternative Assets Ltd.
31,091,700
7.78%
Rows per page:
10
1–10 of 99
Trend of No. of funds that hold DIS
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NORGES BANK
1,938,650,000
ValueAct Holdings, L.P.
459,245,000
Unisphere Establishment
258,523,000
Qube Research & Technologies Ltd
188,018,000
Pathstone Holdings, LLC
73,497,700
TWINBEECH CAPITAL LP
63,730,800
Tairen Capital Ltd
59,943,500
Granite Group Advisors, LLC
56,260,800
Additions
Fund Name
% Increased
Game Plan Financial Advisors, LLC
281,480
Robbins Farley
206,700
WHALEROCK POINT PARTNERS, LLC
90,489
Spartan Planning & Wealth Management
83,250
Natixis Investment Managers International
26,735
QUATTRO FINANCIAL ADVISORS LLC
22,488
Laurion Capital Management LP
13,215
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
8,880
Reductions
Fund Name
% Reduced
J. Goldman & Co LP
-97.49
DAGCO, INC.
-97.42
Stonehage Fleming Financial Services Holdings Ltd
-97.09
Trivant Custom Portfolio Group, LLC
-97.06
Marathon Trading Investment Management LLC
-96.6
Newton One Investments LLC
-96.34
Strategic Investment Solutions, Inc. /IL
-96.28
Howard Capital Management Group, LLC
-96.05
Sold off
Fund Name
$ Sold
Hudson Bay Capital Management LP
-103,744,000
Dorsey Asset Management, LLC
-50,843,800
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
-50,377,000
ATALANTA SOSNOFF CAPITAL, LLC
-24,294,100
Honeycomb Asset Management LP
-16,210,000
Alyeska Investment Group, L.P.
-14,589,000
Vancity Investment Management Ltd
-11,796,000
VOLORIDGE INVESTMENT MANAGEMENT, LLC
-10,704,600