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Walt Disney
DIS

Overview Fund Activity

1,394 hedge funds and large institutions have $84.7B invested in Walt Disney in 2013 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 469 increasing their positions, 565 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,394
Holders Change
+100
Holders Change %
+7.73%
% of All Funds
40.49%
Holding in Top 10
123
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+43.02%
% of All Funds
3.57%
New
173
Increased
469
Reduced
565
Closed
55
Calls
$1.67B
Puts
$1.2B
Net Calls
+$467M
Net Calls Change
+$7.17M

Top Buyers

1
LPLP
Lansdowne Partners Limited Partnership
United Kingdom
+$301M
2
Citadel Advisors
Citadel Advisors
Florida
+$210M
3
ECU
Egerton Capital (UK)
United Kingdom
+$143M
4
SGA
Sustainable Growth Advisers
Connecticut
+$114M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$95.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$542M
2
Deutsche Bank
Deutsche Bank
Germany
-$244M
3
SCA
SAC Capital Advisors
Connecticut
-$196M
4
MNA
Manning & Napier Advisors
New York
-$179M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
1226
New England Private Wealth Advisors
Massachusetts
$271K +$25.9K +340 +11%
TAM
1227
Trillium Asset Management
Massachusetts
$268K -$24.4K -320 -8%
IIM
1228
Ipswich Investment Management
Massachusetts
$267K +$7.63K +100 +3%
ALA
1229
Atherton Lane Advisers
California
$264K -$16.6K -218 -6%
DS
1230
DRW Securities
Illinois
$262K +$262K +3,426 New
Edgewood Management
1231
Edgewood Management
Connecticut
$260K – – –
MCM
1232
Marathon Capital Management
Maryland
$257K – – –
SWM
1233
Segment Wealth Management
Texas
$257K +$2.53K +33 +1%
NPA
1234
Nichols & Pratt Advisers
Massachusetts
$256K +$256K +3,354 New
PHAM
1235
Palisades Hudson Asset Management
Florida
$252K – – –
SA
1236
Strategic Advisors
New York
$251K +$251K +3,285 New
FCCM
1237
First City Capital Management
Georgia
$250K – – –
FHC
1238
First Heartland Consultants
Missouri
$248K -$38.2K -500 -13%
AWA
1239
AmeriServ Wealth Advisors
Pennsylvania
$247K +$9.63K +126 +4%
MPIA
1240
Mountain Pacific Investment Advisers
Idaho
$244K – – –
MCWS
1241
McKinley Carter Wealth Services
West Virginia
$244K – – –
HWA
1242
Heritage Wealth Advisors
Virginia
$244K +$244K +3,206 New
S
1243
SignatureFD
Georgia
$242K +$1.91K +25 +0.8%
DT
1244
Diversified Trust
Tennessee
$240K +$240K +3,140 New
SCA
1245
Salient Capital Advisors
Texas
$239K +$239K +3,127 New
BFA
1246
Beaumont Financial Advisors
Massachusetts
$237K – – –
PFS
1247
Prospera Financial Services
Texas
$237K +$237K +3,103 New
AC
1248
Addison Capital
Pennsylvania
$237K +$237K +3,104 New
MIS
1249
Morningstar Investment Services
Illinois
$236K -$15.5K -202 -6%
JWM
1250
Jacobus Wealth Management
Wisconsin
$236K +$63.1K +825 +37%
48 49
50
51 52