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Walt Disney
DIS

Overview Fund Activity

1,475 hedge funds and large institutions have $95.2B invested in Walt Disney in 2014 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 553 increasing their positions, 606 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,475
Holders Change
+41
Holders Change %
+2.86%
% of All Funds
42.42%
Holding in Top 10
147
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+10.53%
% of All Funds
4.23%
New
95
Increased
553
Reduced
606
Closed
44
Calls
$2.51B
Puts
$1.25B
Net Calls
+$1.25B
Net Calls Change
+$481M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.37B
2
American Century Companies
American Century Companies
Missouri
+$412M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$265M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$242M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$219M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$333M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$229M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$195M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$165M
5
Citadel Advisors
Citadel Advisors
Florida
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
1001
KMS Financial Services
Washington
$1.12M -$41.5K -484 -4%
GCM
1002
Geneva Capital Management
Wisconsin
$1.09M +$29.5K +344 +3%
FBT
1003
First Bankers Trust
Kentucky
$1.08M +$30K +350 +3%
CM
1004
Churchill Management
California
$1.08M +$548K +6,398 +103%
BHBT
1005
Burke & Herbert Bank & Trust
Virginia
$1.08M – – –
GC
1006
Grimes & Company
Massachusetts
$1.08M +$5.75K +67 +0.5%
CCM
1007
Compton Capital Management
Rhode Island
$1.07M -$3.17K -37 -0.3%
RMAM
1008
Raab & Moskowitz Asset Management
New Jersey
$1.07M -$1.71K -20 -0.2%
WPC
1009
Waters Parkerson & Co
Louisiana
$1.05M -$54.9K -640 -5%
CCS
1010
Crosspoint Capital Strategies
California
$1.05M +$84.7K +972 +9%
LOAMS
1011
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.04M +$1.04M +12,173 New
GIS
1012
Guardian Investor Services
New York
$1.04M -$41.3K -482 -4%
MIC
1013
MU Investments Company
Japan
$1.03M -$76.8K -900 -7%
WIM
1014
Waverton Investment Management
United Kingdom
$1.03M – – –
SC
1015
Savant Capital
Illinois
$1.03M +$12K +140 +1%
NFC
1016
Northeast Financial Consultants
Connecticut
$1.02M -$163K -1,904 -14%
SRC
1017
Shufro Rose & Co
New York
$1M -$60K -700 -6%
ST
1018
Stifel Trust
Missouri
$997K +$30K +350 +3%
WPP
1019
Whalerock Point Partners
Rhode Island
$991K +$238K +2,775 +32%
DA
1020
Dillon & Associates
Michigan
$988K +$491K +5,705 +99%
K
1021
Kemper
Illinois
$986K – – –
BFA
1022
Bragg Financial Advisors
North Carolina
$985K -$51.9K -606 -5%
AAM
1023
Autus Asset Management
Arizona
$980K – – –
Envestnet Asset Management
1024
Envestnet Asset Management
Illinois
$979K +$45.1K +526 +5%
FC
1025
FIC Capital
New York
$974K – – –
39 40
41
42 43