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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 %
KFA
1101
Kelleher Financial Advisors
New York
$982K – – –
TDC
1102
Thompson Davis & Co
Virginia
$981K +$826K +8,768 +532%
RMAM
1103
Raab & Moskowitz Asset Management
New Jersey
$975K -$14.3K -152 -1%
SWM
1104
Stockman Wealth Management
Montana
$975K +$975K +10,355 New
BWP
1105
BSW Wealth Partners
Colorado
$972K -$27.3K -290 -3%
W
1106
Wealthfront
California
$955K +$83.8K +890 +10%
SFT
1107
Simmons First Trust
Arkansas
$952K +$952K +10,101 New
BTW
1108
Boston Trust Walden
Massachusetts
$950K -$115K -1,218 -11%
GC
1109
Garde Capital
Washington
$949K +$949K +10,075 New
MFWM
1110
Motley Fool Wealth Management
Virginia
$949K +$949K +10,080 New
BO
1111
Bank OZK
Arkansas
$943K -$12.6K -134 -1%
LMIM
1112
Lockheed Martin Investment Management
Maryland
$942K -$942K -10,000 -50%
FBC
1113
Fairfield, Bush & Co
Connecticut
$942K – – –
IAM
1114
ICM Asset Management
Washington
$942K +$117K +1,240 +14%
MWP
1115
MYCIO Wealth Partners
Pennsylvania
$933K +$56.5K +600 +6%
FMLI
1116
Fukoku Mutual Life Insurance
Japan
$932K -$1.19M -12,600 -56%
STMM
1117
South Texas Money Management
Texas
$927K -$471 -5 -0.1%
CK
1118
Carnick & Kubik
Colorado
$922K +$922K +9,786 New
AWP
1119
Ascent Wealth Partners
New York
$920K +$28.7K +305 +3%
AB
1120
Atlas Brown
Kentucky
$914K – – –
FDCC
1121
Foster Dykema Cabot & Co
Massachusetts
$898K -$104K -1,100 -10%
BRWM
1122
B. Riley Wealth Management
Tennessee
$894K +$636K +6,750 +246%
KCM
1123
Kanawha Capital Management
Virginia
$893K -$23.2K -246 -3%
MBT
1124
Montecito Bank & Trust
California
$891K +$132K +1,398 +17%
SCA
1125
Sippican Capital Advisors
Massachusetts
$888K +$9.42K +100 +1%
43 44
45
46 47