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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 %
TCM
651
Tufton Capital Management
Maryland
$5.17M -$4.9K -52 -0.1%
CI
652
Conning Inc
Connecticut
$5.16M -$162K -1,720 -3%
GAG
653
GM Advisory Group
New York
$5.13M -$34.5K -366 -0.7%
ECM
654
Evergreen Capital Management
Washington
$5.12M -$69.3K -778 -1%
TC
655
Telemus Capital
Michigan
$5.11M +$10.1K +107 +0.2%
BCM
656
Bluefin Capital Management
New York
$5.08M +$2.48M +26,323 +95%
BMO
657
Beck Mack & Oliver
New York
$5.05M +$37.7K +400 +0.8%
SCM
658
Sterling Capital Management
North Carolina
$5M +$122K +1,291 +2%
AT
659
Arden Trust
Delaware
$4.96M -$92K -977 -2%
FCMC
660
Founders Capital Management (Connecticut)
Connecticut
$4.96M +$20.7K +220 +0.4%
ECM
661
Exchange Capital Management
Michigan
$4.94M +$55.2K +587 +1%
SHGA
662
Sand Hill Global Advisors
California
$4.94M -$236K -2,501 -5%
AHS
663
Aspiriant Holdings S3
California
$4.92M +$31.6K +335 +0.6%
WSCM
664
Wellington Shields Capital Management
New York
$4.88M +$380K +4,035 +8%
RJA
665
Robshaw & Julian Associates
New York
$4.87M +$2.36K +25 +0%
GJIC
666
Gamble Jones Investment Counsel
California
$4.85M +$351K +3,725 +8%
III
667
Independent Investors Inc
New York
$4.81M -$28.3K -300 -0.6%
MSWM
668
Mader & Shannon Wealth Management
Missouri
$4.8M +$4.8M +50,937 New
Capital Fund Management (CFM)
669
Capital Fund Management (CFM)
France
$4.79M +$4.79M +50,854 New
PIM
670
Penobscot Investment Management
Massachusetts
$4.77M +$113K +1,195 +2%
MCA
671
Mercer Capital Advisers
New Jersey
$4.77M +$4.77M +50,649 New
ACPU
672
Arrowgrass Capital Partners (US)
Delaware
$4.76M -$12.6M -134,200 -73%
HRIA
673
Haberer Registered Investment Advisor
Ohio
$4.74M -$1.36M -14,415 -22%
SCM
674
Suffolk Capital Management
New York
$4.74M -$8.55M -90,776 -64%
WA
675
WBH Advisory
Maryland
$4.73M -$90.7K -963 -2%
25 26
27
28 29