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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 %
DDC
1076
DF Dent & Co
Maryland
$765K – – –
AB
1077
Atlas Brown
Kentucky
$761K – – –
CBB
1078
Citizens Business Bank
California
$756K -$206K -2,400 -21%
BA
1079
Birinyi Associates
Connecticut
$745K +$137K +1,600 +23%
BIM
1080
Barton Investment Management
Pennsylvania
$743K – – –
QCMC
1081
Quantum Capital Management (California)
California
$738K -$60K -700 -8%
BT
1082
Beacon Trust
New Jersey
$738K -$11.6K -135 -2%
LC
1083
Lourd Capital
California
$737K -$73.7K -859 -9%
TT
1084
Tiedemann Trust
Delaware
$733K +$733K +8,564 New
PL
1085
Parkwood LLC
Ohio
$729K -$15.5K -181 -2%
ACM
1086
Apex Capital Management
Ohio
$729K – – –
ECAM
1087
East Coast Asset Management
Massachusetts
$725K – – –
WA
1088
WESPAC Advisors
California
$723K -$163K -1,906 -18%
FPCM
1089
Financial Partners Capital Management
New York
$717K – – –
LRPA
1090
L. Roy Papp & Associates
Arizona
$717K +$2.06K +24 +0.3%
MBT
1091
Montecito Bank & Trust
California
$712K +$29.8K +348 +4%
BRWA
1092
B. Riley Wealth Advisors
Florida
$709K +$368K +8,363 +108%
CBN
1093
Cadence Bank NA
Texas
$708K +$74K +864 +12%
HSA
1094
HBK Sorce Advisory
Pennsylvania
$705K +$89.6K +1,045 +15%
CFA
1095
Carroll Financial Associates
North Carolina
$705K +$90.1K +1,050 +15%
TH
1096
TCTC Holdings
Texas
$703K -$25.7K -300 -4%
SAS
1097
Spectrum Advisory Services
Georgia
$703K – – –
MHS
1098
M Holdings Securities
Oregon
$702K +$702K +8,185 New
RT
1099
Rockland Trust
Massachusetts
$698K -$83.4K -972 -11%
WOC
1100
West Oak Capital
California
$695K – – –
42 43
44
45 46