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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 %
TT
1176
Tiedemann Trust
Delaware
$748K -$25.7K -273 -3%
HSA
1177
HBK Sorce Advisory
Pennsylvania
$745K -$46.2K -490 -6%
CCG
1178
Chatham Capital Group
Georgia
$744K -$18.8K -200 -2%
FC
1179
Forte Capital
New York
$744K -$14.8K -157 -2%
FNBOH
1180
First National Bank of Hutchinson
Kansas
$741K – – –
TWA
1181
TCI Wealth Advisors
Arizona
$738K +$3.96K +42 +0.5%
IB
1182
Intrust Bank
Kansas
$738K +$71.2K +756 +11%
ACM
1183
Alethea Capital Management
Washington
$733K +$733K +7,788 New
WA
1184
WealthTrust Axiom
Pennsylvania
$731K +$1.88K +20 +0.3%
HWA
1185
Heritage Wealth Advisors
Virginia
$729K +$351K +3,715 +93%
MHS
1186
M Holdings Securities
Oregon
$723K -$135K -1,433 -16%
QCMC
1187
Quantum Capital Management (California)
California
$723K -$41.6K -442 -5%
HVIA
1188
Hudson Valley Investment Advisors
New York
$723K +$187K +1,984 +35%
CHC
1189
City Holding Co
West Virginia
$715K -$16.9K -180 -2%
VCAM
1190
Van Cleef Asset Management
Ohio
$715K +$13.7K +145 +2%
AII
1191
AGF Investments Inc
Ontario, Canada
$715K +$423K +4,500 +145%
QGM
1192
Quality Growth Management
California
$705K +$705K +7,480 New
RSVP
1193
Ramsay Stattman Vela & Price
Colorado
$705K +$705K +7,481 New
SWM
1194
SVA Wealth Management
Wisconsin
$702K +$37.2K +395 +6%
BFEC
1195
Benjamin F. Edwards & Company
Missouri
$701K -$69.2K -735 -9%
BJL
1196
Brighton Jones LLC
Washington
$701K +$45K +478 +7%
ICOA
1197
Investment Centers of America
North Dakota
$700K -$62.2K -665 -8%
MSR
1198
Main Street Research
Connecticut
$697K -$66.7K -708 -9%
QCI
1199
Quaker Capital Investments
Pennsylvania
$697K +$697K +7,400 New
PG
1200
Patten Group
Tennessee
$697K +$697K +7,403 New
46 47
48
49 50