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Walt Disney
DIS

Overview Fund Activity

1,498 hedge funds and large institutions have $96.1B invested in Walt Disney in 2014 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 510 increasing their positions, 702 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,498
Holders Change
+23
Holders Change %
+1.56%
% of All Funds
43.5%
Holding in Top 10
158
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+7.48%
% of All Funds
4.59%
New
78
Increased
510
Reduced
702
Closed
41
Calls
$2.25B
Puts
$1.57B
Net Calls
+$681M
Net Calls Change
-$574M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$393M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$311M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$248M
4
Bank of America
Bank of America
North Carolina
+$206M
5
State Street
State Street
Massachusetts
+$117M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.45B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$373M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$294M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$275M
5
BA
BlackRock Advisors
Delaware
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
826
Tillar-Wenstrup Advisors
Ohio
$2.42M -$234K -2,632 -9%
BSWMG
827
Barrington Strategic Wealth Management Group
Illinois
$2.42M -$130K -1,461 -5%
SAG
828
Sterne Agee Group
Alabama
$2.41M +$986K +11,089 +69%
ANRIA
829
American National Registered Investment Advisor
Texas
$2.41M -$3.56K -40 -0.1%
CICI
830
Capital Investment Counsel Inc
North Carolina
$2.39M -$70.3K -790 -3%
SFS
831
Strategic Financial Services
New York
$2.38M +$21.9K +246 +0.9%
CC
832
Courier Capital
New York
$2.37M -$43.9K -493 -2%
BHWM
833
Bar Harbor Wealth Management
New Hampshire
$2.36M +$23.4K +263 +1%
BEAM
834
Baker Ellis Asset Management
Washington
$2.3M +$40.1K +450 +2%
ITIM
835
Indiana Trust & Investment Management
Indiana
$2.3M -$11.1K -125 -0.5%
CP
836
Cinque Partners
California
$2.29M +$13.3K +149 +0.6%
ICRM
837
Insight Capital Research & Management
California
$2.29M +$277K +3,115 +14%
FWCM
838
Ferguson Wellman Capital Management
Oregon
$2.27M +$72K +809 +3%
MCM
839
Monarch Capital Management
Indiana
$2.26M -$142K -1,599 -6%
WCA
840
Waratah Capital Advisors
Ontario, Canada
$2.26M -$8.81M -98,900 -80%
Connor, Clark & Lunn Investment Management (CC&L)
841
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.25M +$205K +2,300 +10%
ICOM
842
Investment Counselors of Maryland
Maryland
$2.24M -$30.3K -340 -1%
SYBT
843
Stock Yards Bank & Trust
Kentucky
$2.24M -$616K -6,920 -22%
BCM
844
Boltwood Capital Management
California
$2.23M +$145K +1,625 +7%
DIA
845
Denver Investment Advisors
Colorado
$2.23M +$757K +8,509 +52%
WRM
846
Westport Resources Management
Connecticut
$2.23M +$65K +730 +3%
TFA
847
Transamerica Financial Advisors
Florida
$2.22M +$1.98M +22,247 +819%
RFS
848
Rockefeller Financial Services
New York
$2.22M -$227K -2,545 -9%
OCM
849
One Capital Management
California
$2.2M -$158K -1,779 -7%
BO
850
BRR OpCo
Ohio
$2.19M -$154K -1,735 -7%
32 33
34
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