DIS icon

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 %
UR
1251
USCA RIA
Texas
$235K -$4.2K -55 -2%
EWM
1252
Empirical Wealth Management
Washington
$235K +$235K +3,070 New
SFA
1253
Sequoia Financial Advisors
Ohio
$235K +$235K +3,081 New
NL
1254
NWAM LLC
Washington
$234K -$97.7K -1,276 -29%
NPF
1255
Norris Perne & French
Michigan
$234K +$234K +3,063 New
WG
1256
Welch Group
Alabama
$230K +$36.6K +480 +19%
FWP
1257
FAS Wealth Partners
Kansas
$228K +$228K +2,979 New
ELC
1258
Edgar Lomax Company
Virginia
$227K -$22.8M -298,450 -99%
ANTB
1259
AMG National Trust Bank
Colorado
$224K +$224K +2,936 New
BST
1260
Bath Savings Trust
Maine
$224K +$224K +2,939 New
WCF
1261
West Coast Financial
California
$222K +$222K +2,908 New
CRC
1262
Curi RMB Capital
Illinois
$221K -$53.4K -697 -19%
BFPW
1263
BOK Financial Private Wealth
Colorado
$221K +$221K +2,897 New
SFM
1264
Signature Financial Management
Virginia
$221K +$221K +2,903 New
RHFI
1265
Reilly Herbert Faulkner III
$219K +$219K +2,866 New
KCM
1266
Kornitzer Capital Management
Kansas
$216K +$216K +2,830 New
CPA
1267
Cowen Prime Advisors
New York
$215K -$3.6K -47 -2%
LW
1268
Linscomb Wealth
Texas
$214K -$196K -2,569 -48%
RCIM
1269
Russell Clark Investment Management
United Kingdom
$214K – – –
CT
1270
Coastline Trust
Rhode Island
$214K +$214K +2,800 New
OPTFSNA
1271
Old Point Trust & Financial Services N A
Virginia
$214K +$214K +2,804 New
BFC
1272
Blue Fin Capital
Rhode Island
$213K +$213K +2,793 New
SC
1273
Sumit Capital
New York
$211K +$211K +2,760 New
PAG
1274
Pinnacle Advisory Group
Maryland
$209K +$209K +2,743 New
BIM
1275
Baldwin Investment Management
Pennsylvania
$206K +$206K +2,694 New
49 50
51
52 53