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Walt Disney
DIS

Overview Fund Activity

1,498 hedge funds and large institutions have $96.1B invested in Walt Disney in 2014 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 510 increasing their positions, 702 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,498
Holders Change
+23
Holders Change %
+1.56%
% of All Funds
43.5%
Holding in Top 10
158
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+7.48%
% of All Funds
4.59%
New
78
Increased
510
Reduced
702
Closed
41
Calls
$2.25B
Puts
$1.57B
Net Calls
+$681M
Net Calls Change
-$574M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$393M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$311M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$248M
4
Bank of America
Bank of America
North Carolina
+$206M
5
State Street
State Street
Massachusetts
+$117M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.45B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$373M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$294M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$275M
5
BA
BlackRock Advisors
Delaware
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFSOTS
1051
Fiduciary Financial Services of The Southwest
Texas
$944K +$107K +1,200 +13%
BMC
1052
Benin Management Corp
Connecticut
$943K – – –
PRHC
1053
P.R. Herzig & Co
New York
$942K +$8.9K +100 +1%
WAM
1054
Weatherly Asset Management
California
$937K -$8.9K -100 -0.9%
RMAM
1055
Raab & Moskowitz Asset Management
New Jersey
$935K -$175K -1,969 -16%
MBTD
1056
Mechanics Bank - Trust Department
California
$932K -$20.2K -227 -2%
ZIG
1057
Zuckerman Investment Group
Illinois
$932K +$586K +6,575 +169%
CIA
1058
Capital Investment Advisors
Georgia
$931K +$19.6K +220 +2%
SRC
1059
Shufro Rose & Co
New York
$930K -$110K -1,240 -11%
SMC
1060
Smith, Moore & Co
Missouri
$930K +$694K +7,793 +293%
SCM
1061
Siphron Capital Management
California
$919K +$434K +4,870 +89%
FHA
1062
First Horizon Advisors
Tennessee
$911K +$1.51K +17 +0.2%
AI
1063
Atria Investments
North Carolina
$910K -$525K -5,893 -37%
BO
1064
Bank OZK
Arkansas
$903K -$24K -269 -3%
JFGIW
1065
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$899K -$5.17K -58 -0.6%
FBC
1066
Fairfield, Bush & Co
Connecticut
$890K – – –
STMM
1067
South Texas Money Management
Texas
$877K +$28.8K +323 +3%
KCM
1068
Kanawha Capital Management
Virginia
$866K +$28.5K +320 +3%
AB
1069
Atlas Brown
Kentucky
$864K +$73.5K +826 +9%
FAM
1070
Formidable Asset Management
Ohio
$858K -$91.6K -998 -10%
AA
1071
Ancora Advisors
Ohio
$850K -$361K -4,050 -30%
AWP
1072
Ascent Wealth Partners
New York
$842K +$445 +5 +0.1%
SCA
1073
Sippican Capital Advisors
Massachusetts
$830K +$830K +9,325 New
MWP
1074
MYCIO Wealth Partners
Pennsylvania
$828K – – –
NAMA
1075
Nikko Asset Management Americas
New York
$826K – – –
41 42
43
44 45