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Walt Disney
DIS

Overview Fund Activity

1,623 hedge funds and large institutions have $99.6B invested in Walt Disney in 2014 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 606 increasing their positions, 620 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,623
Holders Change
+125
Holders Change %
+8.34%
% of All Funds
43.31%
Holding in Top 10
169
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+6.96%
% of All Funds
4.51%
New
202
Increased
606
Reduced
620
Closed
58
Calls
$1.85B
Puts
$1.8B
Net Calls
+$51.8M
Net Calls Change
-$629M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$440M
2
State Street
State Street
Massachusetts
+$327M
3
BFA
BlackRock Fund Advisors
California
+$161M
4
Wells Fargo
Wells Fargo
California
+$150M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$132M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$474M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$381M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$341M
4
American Century Companies
American Century Companies
Missouri
-$321M
5
ECU
Egerton Capital (UK)
United Kingdom
-$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
601
Toth Financial Advisory
Virginia
$6.08M +$467K +4,956 +8%
BFA
602
Beaumont Financial Advisors
Massachusetts
$6.08M +$506K +5,375 +9%
CAN
603
Cetera Advisor Networks
California
$6.07M +$318K +3,377 +6%
PA
604
Pinnacle Associates
New York
$6.04M +$1.55M +16,407 +34%
CBT
605
Central Bank & Trust
Kentucky
$6.03M -$38.2K -406 -0.6%
TIM
606
Thompson Investment Management
Wisconsin
$6.01M -$233K -2,479 -4%
LNWWM
607
Laird Norton Wetherby Wealth Management
California
$5.9M -$130K -1,378 -2%
CIM
608
Calvert Investment Management
Maryland
$5.88M +$418K +4,441 +8%
BII
609
Bainco International Investors
Massachusetts
$5.87M -$2.3M -24,375 -28%
HC
610
Hendley & Co
Ohio
$5.86M +$116K +1,230 +2%
FNB
611
First Niagara Bank
New York
$5.86M -$112K -1,189 -2%
AP
612
Appleton Partners
Massachusetts
$5.84M +$47.6K +505 +0.8%
AHC
613
Adell Harriman & Carpenter
Texas
$5.81M +$425K +4,510 +8%
BAM
614
Berkshire Asset Management
Pennsylvania
$5.77M -$82.7K -878 -1%
PAM
615
Paradigm Asset Management
New York
$5.72M +$5.72M +60,700 New
ZAM
616
Zevin Asset Management
Massachusetts
$5.71M +$88.5K +940 +2%
EWA
617
Exencial Wealth Advisors
Oklahoma
$5.71M -$326K -3,455 -5%
FA
618
FMA Advisory
Pennsylvania
$5.69M -$46.6K -495 -0.8%
VST
619
Van Strum & Towne
California
$5.67M -$16.5K -175 -0.3%
PAI
620
Pittenger & Anderson Inc
Nebraska
$5.67M +$1.14M +12,115 +25%
TCT
621
TIAA CREF Trust
Missouri
$5.65M +$366K +3,884 +7%
CA
622
Cornerstone Advisors
North Carolina
$5.62M – – –
LCM
623
Lomas Capital Management
New York
$5.61M +$5.61M +59,588 New
LSCM
624
LaSalle Street Capital Management
Illinois
$5.6M +$5.6M +59,500 New
FB
625
Fulton Bank
Pennsylvania
$5.55M -$108K -1,146 -2%
23 24
25
26 27