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Walt Disney
DIS

Overview Fund Activity

1,498 hedge funds and large institutions have $96.1B invested in Walt Disney in 2014 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 510 increasing their positions, 702 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,498
Holders Change
+23
Holders Change %
+1.56%
% of All Funds
43.5%
Holding in Top 10
158
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+7.48%
% of All Funds
4.59%
New
78
Increased
510
Reduced
702
Closed
41
Calls
$2.25B
Puts
$1.57B
Net Calls
+$681M
Net Calls Change
-$574M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$393M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$311M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$248M
4
Bank of America
Bank of America
North Carolina
+$206M
5
State Street
State Street
Massachusetts
+$117M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.45B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$373M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$294M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$275M
5
BA
BlackRock Advisors
Delaware
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
1251
TBP Advisors
New York
$418K – – –
TBA
1252
Train Babcock Advisors
New York
$414K – – –
VNA
1253
VNBTrust National Association
Virginia
$413K – – –
GIM
1254
Greystone Investment Management
Ohio
$411K – – –
LNC
1255
Lincoln National Corp
Pennsylvania
$410K +$113K +1,274 +38%
WKWM
1256
Walter & Keenan Wealth Management
Indiana
$407K -$1.11M -12,500 -73%
AAM
1257
AMI Asset Management
California
$406K -$89K -1,000 -18%
MSFP
1258
Mark Sheptoff Financial Planning
Connecticut
$405K – – –
GHAM
1259
Gilman Hill Asset Management
Connecticut
$401K +$22.2K +250 +6%
NL
1260
NWAM LLC
Washington
$398K -$42.4K -476 -10%
SIM
1261
SSI Investment Management
California
$397K – – –
HCM
1262
Howland Capital Management
Massachusetts
$394K -$10.7K -120 -3%
TRCT
1263
Tower Research Capital (TRC)
New York
$391K +$384K +4,314 +5,752%
Rafferty Asset Management
1264
Rafferty Asset Management
New York
$390K +$390K +4,386 New
SCM
1265
Sterneck Capital Management
Missouri
$389K +$9.44K +106 +2%
WA
1266
Wheatland Advisors
Pennsylvania
$387K -$2.67K -30 -0.7%
CCM
1267
Compass Capital Management
Minnesota
$384K – – –
ARMC
1268
American Research & Management Company
Massachusetts
$382K -$57.9K -650 -13%
SCP
1269
Seizert Capital Partners
Michigan
$382K – – –
TAM
1270
Trillium Asset Management
Massachusetts
$376K +$134K +1,503 +55%
GVT
1271
Genesee Valley Trust
New York
$375K -$154K -1,729 -29%
BCA
1272
Benchmark Capital Advisors
New York
$374K -$9.8K -110 -3%
JFA
1273
JNBA Financial Advisors
Minnesota
$372K +$75.6K +849 +26%
TFCP
1274
Twin Focus Capital Partners
Massachusetts
$370K +$27.5K +309 +8%
RCA
1275
Rex Capital Advisors
Rhode Island
$369K – – –
49 50
51
52 53