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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 %
WCM
1201
Windward Capital Management
California
$696K -$2.73K -29 -0.4%
BRM
1202
Boston Research & Management
Massachusetts
$690K – – –
AIC
1203
Atlantic Investment Company
Georgia
$690K +$690K +7,330 New
RW
1204
Rand Wealth
Maryland
$682K -$52.5K -553 -7%
LW
1205
Linscomb Wealth
Texas
$682K +$15.6K +166 +2%
DIA
1206
Davidson Investment Advisors
Montana
$680K -$645K -6,850 -49%
CHJWM
1207
Carlton Hofferkamp & Jenks Wealth Management
Texas
$680K +$17K +181 +3%
BAM
1208
Brave Asset Management
New Jersey
$677K – – –
BT
1209
Beacon Trust
New Jersey
$673K -$50.3K -534 -7%
Royal London Asset Management
1210
Royal London Asset Management
United Kingdom
$668K +$132K +139,265 +25%
GW
1211
GW & Wade
Massachusetts
$663K +$663K +7,039 New
RMCM
1212
Reynders McVeigh Capital Management
Massachusetts
$660K +$30.1K +319 +5%
VF
1213
Virtu Financial
New York
$658K +$658K +6,990 New
TNB
1214
Thomasville National Bank
Georgia
$656K -$80.5K -855 -11%
PL
1215
Parkwood LLC
Ohio
$656K +$114K +1,216 +21%
CCM
1216
Cullen Capital Management
New York
$650K – – –
SPC
1217
Stewart & Patten Company
California
$644K – – –
TI
1218
Trexquant Investment
Connecticut
$640K +$640K +6,800 New
GWS
1219
Glassman Wealth Services
Virginia
$639K +$639K +6,781 New
FPFS
1220
First Personal Financial Services
North Carolina
$638K +$638K +6,778 New
CPA
1221
Court Place Advisors
Maryland
$631K – – –
Envestnet Asset Management
1222
Envestnet Asset Management
Illinois
$629K -$440K -4,676 -41%
IHL
1223
Investment House LLC
California
$629K +$77.7K +825 +14%
HF
1224
Hoxton Financial
West Virginia
$627K +$251K +2,664 +67%
CWA
1225
Constellation Wealth Advisors
New York
$625K – – –
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