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Walt Disney
DIS

Overview Fund Activity

1,930 hedge funds and large institutions have $101B invested in Walt Disney in 2016 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 705 increasing their positions, 752 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,930
Holders Change
+145
Holders Change %
+8.12%
% of All Funds
48.32%
Holding in Top 10
187
Holding in Top 10 Change
+61
Holding in Top 10 Change %
+48.41%
% of All Funds
4.68%
New
250
Increased
705
Reduced
752
Closed
77
Calls
$4.45B
Puts
$2.99B
Net Calls
+$1.46B
Net Calls Change
+$1.53B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$735M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$373M
3
Asset Management One
Asset Management One
Japan
+$257M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$251M
5
Citadel Advisors
Citadel Advisors
Florida
+$236M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$296M
2
JHIU
Janus Henderson Investors US
Colorado
-$260M
3
MTB
Mizuho Trust & Banking
Japan
-$229M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$215M
5
LPU
Lansdowne Partners (UK)
United Kingdom
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1051
Lyell Wealth Management
California
$2.04M +$2.04M +19,459 New
WKWM
1052
Walter & Keenan Wealth Management
Indiana
$2.02M +$354K +3,400 +21%
RAM
1053
Redmond Asset Management
Virginia
$2.02M +$43.4K +416 +2%
CHJWM
1054
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.01M +$72.9K +700 +4%
DM
1055
Delphi Management
Massachusetts
$2.01M -$9.7K -93 -0.5%
HSA
1056
HBK Sorce Advisory
Pennsylvania
$2.01M – – –
SCM
1057
Shelton Capital Management
Colorado
$2.01M -$782K -7,500 -28%
ITIM
1058
Indiana Trust & Investment Management
Indiana
$2.01M -$10.4K -100 -0.5%
GW
1059
GW & Wade
Massachusetts
$2.01M -$118K -1,136 -6%
ANB
1060
Amarillo National Bank
Texas
$2M – – –
SJIM
1061
St. Johns Investment Management
Florida
$2M -$40.6K -389 -2%
DAS
1062
Dynamic Advisor Solutions
Arizona
$1.99M +$777K +7,450 +64%
SC
1063
Searle & Co
Connecticut
$1.98M – – –
NJBEST
1064
New Jersey Better Educational Savings Trust
New Jersey
$1.98M -$2.92M -28,000 -60%
BCM
1065
Bayesian Capital Management
New York
$1.98M +$1.98M +19,000 New
VSWA
1066
Vontobel Swiss Wealth Advisors
Switzerland
$1.98M +$706K +6,777 +55%
HCM
1067
Hall Capital Management
Rhode Island
$1.98M +$1.98M +18,993 New
MMPW
1068
Mitchell McLeod Pugh & Williams
Alabama
$1.97M +$83.4K +800 +4%
BAM
1069
Boyar Asset Management
New York
$1.96M -$1.77M -16,962 -47%
FNBTCON
1070
First National Bank & Trust Co of Newtown
Pennsylvania
$1.95M +$31.3K +300 +2%
AMIM
1071
Aull & Monroe Investment Management
Alabama
$1.95M -$5K -48 -0.3%
HIM
1072
Hutchens Investment Management
New Hampshire
$1.94M +$1.36K +13 +0.1%
CCM
1073
Compton Capital Management
Rhode Island
$1.94M -$1.89M -18,152 -49%
WIC
1074
Wilkins Investment Counsel
Massachusetts
$1.93M – – –
HA
1075
Harbor Advisors
Florida
$1.93M +$1.93M +18,500 New
41 42
43
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