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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 %
FNBOMD
826
First National Bank of Mount Dora
Florida
$2.72M +$104K +1,107 +4%
BI
827
Boulegeris Investments
Georgia
$2.71M +$401K +4,255 +17%
BOTW
828
Bank of the West
California
$2.7M +$13.6K +144 +0.5%
BHWM
829
Bar Harbor Wealth Management
New Hampshire
$2.7M +$199K +2,110 +8%
BDF
830
Balasa Dinverno & Foltz
$2.68M -$5.65K -60 -0.2%
LCS
831
Levin Capital Strategies
New York
$2.66M – – –
FWCM
832
First Western Capital Management
California
$2.66M -$260K -2,762 -9%
CI
833
Chartist Inc
California
$2.65M -$60.8K -650 -2%
CCA
834
Checchi Capital Advisers
California
$2.65M +$78.8K +836 +3%
CP
835
Cinque Partners
California
$2.64M +$218K +2,309 +9%
GIA
836
GHP Investment Advisors
Colorado
$2.63M +$20.7K +220 +0.8%
BAM
837
Burnham Asset Management
New York
$2.63M +$44.3K +470 +2%
CAIMH
838
Central Asset Investments & Management Holdings
Hong Kong
$2.6M +$2.6M +27,600 New
PI
839
Pettee Investors
Connecticut
$2.6M – – –
MNBTD
840
Moody National Bank Trust Division
Texas
$2.59M -$106K -1,130 -4%
BSWMG
841
Barrington Strategic Wealth Management Group
Illinois
$2.58M +$25.9K +275 +1%
LAIC
842
Lederer & Associates Investment Counsel
California
$2.58M +$2.58M +27,400 New
SCM
843
Stonebridge Capital Management
California
$2.57M -$12.6K -134 -0.5%
PWAP
844
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.54M +$1.11M +11,783 +78%
WIC
845
Wilkins Investment Counsel
Massachusetts
$2.51M -$188K -2,000 -7%
SYBT
846
Stock Yards Bank & Trust
Kentucky
$2.51M +$142K +1,505 +6%
TFA
847
Transamerica Financial Advisors
Florida
$2.51M +$155K +1,649 +7%
SFS
848
Strategic Financial Services
New York
$2.5M -$15.1K -160 -0.6%
Acadian Asset Management
849
Acadian Asset Management
Massachusetts
$2.49M +$1.91M +20,260 +326%
CC
850
Courier Capital
New York
$2.48M -$22.6K -240 -0.9%
32 33
34
35 36