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Walt Disney
DIS

Overview Fund Activity

1,705 hedge funds and large institutions have $120B invested in Walt Disney in 2015 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 699 increasing their positions, 659 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,705
Holders Change
+29
Holders Change %
+1.73%
% of All Funds
45.98%
Holding in Top 10
279
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+24%
% of All Funds
7.52%
New
96
Increased
699
Reduced
659
Closed
48
Calls
$2.32B
Puts
$1.62B
Net Calls
+$707M
Net Calls Change
-$431M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$703M
2
AC
Alleghany Corporation
New York
+$215M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$163M
4
Goldman Sachs
Goldman Sachs
New York
+$151M
5
WRF
Waddell & Reed Financial
Kansas
+$142M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$548M
2
State Street
State Street
Massachusetts
-$441M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$315M
4
BIT
BlackRock Institutional Trust
California
-$188M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCTIC
851
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.23M +$200K +1,750 +7%
GF
852
Gerstein Fisher
New York
$3.22M -$59.1K -518 -2%
PAM
853
PartnerRe Asset Management
Connecticut
$3.22M -$563K -4,931 -15%
DPIM
854
Duff & Phelps Investment Management
Illinois
$3.21M – – –
BAM
855
Burnham Asset Management
New York
$3.19M +$2.51K +22 +0.1%
CT
856
Chicago Trust
Illinois
$3.18M -$440K -3,855 -12%
MNBTD
857
Moody National Bank Trust Division
Texas
$3.18M – – –
RCG
858
Ruane, Cunniff & Goldfarb
New York
$3.18M -$3.36M -29,483 -51%
BEAM
859
Baker Ellis Asset Management
Washington
$3.17M +$85.6K +750 +3%
BDF
860
Balasa Dinverno & Foltz
$3.16M -$19.1K -167 -0.6%
IIM
861
Ipswich Investment Management
Massachusetts
$3.16M +$83.3K +730 +3%
BONST
862
Bank of Nova Scotia Trust
Ontario, Canada
$3.15M +$1.08M +9,420 +53%
FAM
863
Fortaleza Asset Management
Illinois
$3.15M -$360K -3,155 -10%
PI
864
Pettee Investors
Connecticut
$3.14M -$5.71K -50 -0.2%
SCM
865
Stonebridge Capital Management
California
$3.11M +$3.54K +31 +0.1%
TWM
866
Torch Wealth Management
Ohio
$3.1M +$241K +2,110 +8%
PWAP
867
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.1M +$23.9K +209 +0.8%
SACTSONJ
868
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.08M +$459K +4,019 +17%
LAIC
869
Lederer & Associates Investment Counsel
California
$3.06M +$18.7K +164 +0.6%
PCTC
870
Perkins Coie Trust Company
Washington
$3.05M -$2.28K -20 -0.1%
CC
871
Courier Capital
New York
$3.04M +$13.7K +120 +0.5%
DA
872
Dillon & Associates
Michigan
$3.04M +$626K +5,492 +26%
RC
873
Roundview Capital
New Jersey
$3.02M -$51.4K -450 -2%
ASN
874
Advisory Services Network
Georgia
$3.02M +$342K +2,972 +13%
FWCM
875
Ferguson Wellman Capital Management
Oregon
$3.01M +$81.1K +710 +3%
33 34
35
36 37