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Walt Disney
DIS

Overview Fund Activity

1,294 hedge funds and large institutions have $72.6B invested in Walt Disney in 2013 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 474 increasing their positions, 567 reducing their positions, and 59 closing their positions.

Holders
1,294
Holders Change
+9
Holders Change %
+0.7%
% of All Funds
41.97%
Holding in Top 10
86
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-17.31%
% of All Funds
2.79%
New
82
Increased
474
Reduced
567
Closed
59
Calls
$1.47B
Puts
$1.01B
Net Calls
+$459M
Net Calls Change
+$42.5M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$428M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$345M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$154M
4
Capital World Investors
4
Capital World Investors
California
$2.37B
5
SF
5
Sarofim Fayez
Texas
$135M

Top Sellers

1
DSA
1
Davis Selected Advisers
Arizona
$407M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.48B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.34B
4
State Street
4
State Street
Massachusetts
$4.72B
5
BIT
5
BlackRock Institutional Trust
California
$2.94B
Name Market Value Shares Shares
Change 		Shares
Change %
SFPIA
1226
Stevens First Principles Investment Advisors
California
$108K 1,680 -445 -21%
FWM
1227
Focused Wealth Management
New York
$105K 1,632 +1,632 New
DBT
1228
Dubuque Bank & Trust
Iowa
$103K 1,586 +327 +26%
FA
1229
Financial Advantage
Maryland
$101K 1,566 – –
AFIA
1230
America First Investment Advisors
Nebraska
$95K 1,471 +900 +158%
TIM
1231
Tortoise Investment Management
New York
$94K 1,454 – –
AA
1232
Apriem Advisors
California
$90K 1,397 -9 -0.6%
LFG
1233
LifePlan Financial Group
Ohio
$89K 1,376 – –
SHWM
1234
Smith & Howard Wealth Management
Georgia
$84K 1,299 -1,640 -56%
ECM
1235
Estabrook Capital Management
New York
$83.8K 1,300 -200 -13%
HCM
1236
Horrell Capital Management
Arkansas
$80K 1,246 -65 -5%
ZTNA
1237
Zions Trust National Association
Utah
$78K 1,221 +500 +69%
HTHT
1238
Hemenway Trust Hemenway Trust
New Hampshire
$77K 1,200 +1,200 New
CFSG
1239
Community Financial Services Group
Vermont
$63K 980 +300 +44%
KPCM
1240
Kings Point Capital Management
New York
$62K 959 – –
NYLT
1241
New York Life Trust
New York
$61K 952 -216 -18%
AC
1242
Alexandria Capital
Virginia
$58K 905 -200 -18%
MDCM
1243
Morgan Dempsey Capital Management
Wisconsin
$54K 845 -2,400 -74%
MA
1244
MCF Advisors
Kentucky
$51K 635 +100 +19%
HCM
1245
Highlander Capital Management
New Jersey
$45.1K 700 -135 -16%
CL
1246
CFS LLC
Oklahoma
$45K 657 +57 +10%
IMS
1247
Index Management Solutions
Pennsylvania
$44K 678 +678 New
WCM
1248
Windsor Capital Management
Arizona
$42K 657 -3 -0.5%
SFS
1249
Signator Financial Services
Massachusetts
$42K 653 – –
SIMG
1250
Stephens Investment Management Group
Texas
$42K 650 – –
48 49
50
51 52