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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 %
TCM
1051
Tradition Capital Management
New Jersey
$1.17M – – –
WPC
1052
Waters Parkerson & Co
Louisiana
$1.16M +$32.6K +346 +3%
BHBT
1053
Burke & Herbert Bank & Trust
Virginia
$1.16M -$28.3K -300 -2%
OMCS
1054
Old Mutual Customised Solutions
South Africa
$1.15M -$104K -1,100 -8%
BOS
1055
Bank of Stockton
California
$1.15M +$38.2K +405 +3%
CCA
1056
Cobblestone Capital Advisors
New York
$1.14M -$194K -2,059 -15%
WB
1057
Webster Bank
Connecticut
$1.14M -$181K -1,927 -14%
MGIA
1058
Moneta Group Investment Advisors
Missouri
$1.12M +$471K +5,000 +72%
RFA
1059
Reilly Financial Advisors
California
$1.12M +$643K +6,824 +136%
NFC
1060
Northeast Financial Consultants
Connecticut
$1.12M – – –
IAMOG
1061
Investors Asset Management of Georgia
Georgia
$1.12M +$1.12M +11,835 New
JFGIW
1062
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.11M +$163K +1,734 +17%
OC
1063
Oakworth Capital
Alabama
$1.11M +$471K +5,000 +73%
OFS
1064
Orrstown Financial Services
Pennsylvania
$1.1M -$91.3K -970 -8%
FUBT
1065
First United Bank & Trust
Maryland
$1.09M +$43.9K +466 +4%
GAM
1066
Gotham Asset Management
New York
$1.09M -$180K -1,909 -14%
CIA
1067
Capital Investment Advisors
Georgia
$1.09M +$103K +1,089 +10%
LWM
1068
LBA Wealth Management
Florida
$1.08M -$169K -1,795 -14%
K
1069
Kemper
Illinois
$1.08M – – –
RCM
1070
Reynolds Capital Management
Nevada
$1.07M +$320K +3,400 +43%
MRCM
1071
M&R Capital Management
New Jersey
$1.07M +$40.5K +430 +4%
AI
1072
Atria Investments
North Carolina
$1.07M +$104K +1,102 +11%
HCMT
1073
Highland Capital Management (Tennessee)
Tennessee
$1.06M – – –
AAM
1074
Autus Asset Management
Arizona
$1.06M +$14.1K +150 +1%
FC
1075
FIC Capital
New York
$1.06M -$6.59K -70 -0.6%
41 42
43
44 45