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Walt Disney
DIS

Overview Fund Activity

1,676 hedge funds and large institutions have $111B invested in Walt Disney in 2015 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 649 increasing their positions, 700 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,676
Holders Change
+53
Holders Change %
+3.27%
% of All Funds
44.71%
Holding in Top 10
225
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+33.14%
% of All Funds
6%
New
119
Increased
649
Reduced
700
Closed
48
Calls
$2.84B
Puts
$1.7B
Net Calls
+$1.14B
Net Calls Change
+$1.09B

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$343M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$329M
3
Goldman Sachs
Goldman Sachs
New York
+$278M
4
Bank of America
Bank of America
North Carolina
+$249M
5
FAM
Fred Alger Management
New York
+$141M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$905M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$422M
3
State Street
State Street
Massachusetts
-$275M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$234M
5
Wells Fargo
Wells Fargo
California
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
1201
Hollencrest Capital Management
California
$855K +$17.7K +169 +2%
HWA
1202
Heritage Wealth Advisors
Virginia
$850K +$40.4K +385 +5%
FAG
1203
Financial Advisory Group
Texas
$849K +$4.72K +45 +0.6%
FC
1204
Forte Capital
New York
$845K +$5.84K +55 +0.7%
EGA
1205
E&G Advisors
Texas
$839K – – –
SAS
1206
Spectrum Advisory Services
Georgia
$839K – – –
SC
1207
Saybrook Capital
North Carolina
$839K – – –
FANJ
1208
Financial Architects (New Jersey)
New Jersey
$839K +$153K +1,457 +22%
MHS
1209
M Holdings Securities
Oregon
$838K +$33.1K +316 +4%
CFMC
1210
Curbstone Financial Management Corp
New Hampshire
$835K +$147K +1,400 +21%
RT
1211
Rockland Trust
Massachusetts
$834K -$66.4K -633 -7%
CHJWM
1212
Carlton Hofferkamp & Jenks Wealth Management
Texas
$830K +$72.3K +690 +10%
AL
1213
Aspiriant LLC
California
$827K +$563K +5,370 +214%
JIM
1214
Jupiter Investment Management
United Kingdom
$824K -$1.22M -11,637 -60%
CCG
1215
Chatham Capital Group
Georgia
$823K -$5.24K -50 -0.6%
WOC
1216
West Oak Capital
California
$822K -$68.2K -650 -8%
FIG
1217
Fusion Investment Group
Pennsylvania
$820K -$104K -992 -11%
TWA
1218
TCI Wealth Advisors
Arizona
$813K -$8.5K -81 -1%
KP
1219
Keel Point
Alabama
$807K +$807K +7,694 New
WA
1220
WealthTrust Axiom
Pennsylvania
$803K -$11K -105 -1%
MFW
1221
Meristem Family Wealth
Minnesota
$801K -$39.2K -374 -5%
AII
1222
AGF Investments Inc
Ontario, Canada
$797K – – –
CHC
1223
City Holding Co
West Virginia
$795K -$2.52K -24 -0.3%
HH
1224
Hilltop Holdings
Texas
$790K +$494K +4,708 +167%
RSVP
1225
Ramsay Stattman Vela & Price
Colorado
$787K +$2.62K +25 +0.3%
47 48
49
50 51