DIS icon

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 %
MCTIC
851
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.47M +$1.09M +11,625 +80%
CICI
852
Capital Investment Counsel Inc
North Carolina
$2.45M -$84.8K -900 -3%
BEAM
853
Baker Ellis Asset Management
Washington
$2.44M – – –
ANRIA
854
American National Registered Investment Advisor
Texas
$2.43M -$121K -1,281 -5%
HW
855
Hedeker Wealth
Illinois
$2.4M +$2.4M +25,494 New
FWCM
856
Ferguson Wellman Capital Management
Oregon
$2.39M -$13K -138 -0.5%
OCM
857
One Capital Management
California
$2.39M +$56K +595 +2%
BCM
858
Boltwood Capital Management
California
$2.37M +$3.49K +37 +0.1%
RFS
859
Rockefeller Financial Services
New York
$2.35M +$1.79K +19 +0.1%
SM
860
Stratton Management
Pennsylvania
$2.35M +$152K +1,613 +7%
MCM
861
Monarch Capital Management
Indiana
$2.34M -$46.8K -497 -2%
EHWM
862
Eads & Heald Wealth Management
Georgia
$2.33M +$27.3K +290 +1%
EAM
863
EULAV Asset Management
Florida
$2.3M – – –
SLF
864
Sun Life Financial
Ontario, Canada
$2.29M -$321K -3,404 -12%
ICRM
865
Insight Capital Research & Management
California
$2.29M -$134K -1,420 -6%
DIA
866
Denver Investment Advisors
Colorado
$2.29M -$70.7K -751 -3%
CNAM
867
Campbell Newman Asset Management
Wisconsin
$2.28M -$19.1K -203 -0.8%
WSC
868
Wellington Shields & Co
New York
$2.27M +$54.6K +580 +2%
MAM
869
Meeder Asset Management
Ohio
$2.27M -$524K -5,555 -19%
NFG
870
Next Financial Group
Texas
$2.26M -$1.02M -10,812 -31%
AP
871
Advisor Partners
California
$2.26M +$10.3K +110 +0.5%
NA
872
Navellier & Associates
Nevada
$2.25M +$254K +2,697 +13%
WC
873
Whitnell & Co
Illinois
$2.24M -$4.71K -50 -0.2%
ITIM
874
Indiana Trust & Investment Management
Indiana
$2.24M -$197K -2,090 -8%
IIM
875
Ipswich Investment Management
Massachusetts
$2.23M +$1.93M +20,475 +640%
33 34
35
36 37