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Walt Disney
DIS

Overview Fund Activity

1,676 hedge funds and large institutions have $111B invested in Walt Disney in 2015 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 649 increasing their positions, 700 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,676
Holders Change
+53
Holders Change %
+3.27%
% of All Funds
44.71%
Holding in Top 10
225
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+33.14%
% of All Funds
6%
New
119
Increased
649
Reduced
700
Closed
48
Calls
$2.84B
Puts
$1.7B
Net Calls
+$1.14B
Net Calls Change
+$1.09B

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$343M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$329M
3
Goldman Sachs
Goldman Sachs
New York
+$278M
4
Bank of America
Bank of America
North Carolina
+$249M
5
FAM
Fred Alger Management
New York
+$141M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$905M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$422M
3
State Street
State Street
Massachusetts
-$275M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$234M
5
Wells Fargo
Wells Fargo
California
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
851
Baker Ellis Asset Management
Washington
$2.83M +$120K +1,140 +4%
PWAP
852
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.83M +$2.83K +27 +0.1%
RC
853
Roundview Capital
New Jersey
$2.83M -$1.46M -13,942 -34%
IIM
854
Ipswich Investment Management
Massachusetts
$2.82M +$340K +3,240 +14%
NFG
855
Next Financial Group
Texas
$2.81M +$289K +2,759 +11%
PCTC
856
Perkins Coie Trust Company
Washington
$2.81M -$504K -4,805 -15%
LAIC
857
Lederer & Associates Investment Counsel
California
$2.8M -$78.9K -752 -3%
MCTIC
858
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.79M +$36.2K +345 +1%
CC
859
Courier Capital
New York
$2.79M +$21K +200 +0.8%
SFS
860
Strategic Financial Services
New York
$2.76M -$27.8K -265 -1%
CICI
861
Capital Investment Counsel Inc
North Carolina
$2.7M -$30.9K -295 -1%
FWCM
862
Ferguson Wellman Capital Management
Oregon
$2.7M +$34.6K +330 +1%
BBA
863
BLB&B Advisors
Pennsylvania
$2.68M +$464K +4,425 +21%
NA
864
Navellier & Associates
Nevada
$2.67M +$160K +1,528 +6%
MCWS
865
McKinley Carter Wealth Services
West Virginia
$2.67M +$253K +2,413 +10%
OCM
866
One Capital Management
California
$2.65M -$11.6K -111 -0.4%
SIG
867
Schooner Investment Group
Pennsylvania
$2.64M -$633K -6,000 -19%
HW
868
Hedeker Wealth
Illinois
$2.63M -$148K -1,355 -5%
TWM
869
Torch Wealth Management
Ohio
$2.63M +$173K +1,650 +7%
KCMRT
870
Kemper Corp Master Retirement Trust
Illinois
$2.62M +$2.62M +25,000 New
PIMJS
871
PKO Investment Management Joint-Stock
Poland
$2.61M -$775K -7,390 -23%
SM
872
Stratton Management
Pennsylvania
$2.59M -$21K -200 -0.8%
ANRIA
873
American National Registered Investment Advisor
Texas
$2.56M -$140K -1,334 -5%
EAM
874
EULAV Asset Management
Florida
$2.56M – – –
ST
875
Smithfield Trust
Pennsylvania
$2.56M +$835K +7,960 +48%
33 34
35
36 37