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Walt Disney
DIS

Overview Fund Activity

1,475 hedge funds and large institutions have $95.2B invested in Walt Disney in 2014 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 553 increasing their positions, 606 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,475
Holders Change
+41
Holders Change %
+2.86%
% of All Funds
42.42%
Holding in Top 10
147
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+10.53%
% of All Funds
4.23%
New
95
Increased
553
Reduced
606
Closed
44
Calls
$2.51B
Puts
$1.25B
Net Calls
+$1.25B
Net Calls Change
+$481M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.37B
2
American Century Companies
American Century Companies
Missouri
+$412M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$265M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$242M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$219M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$333M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$229M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$195M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$165M
5
Citadel Advisors
Citadel Advisors
Florida
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1276
Scholtz & Company
Connecticut
$334K – – –
PAG
1277
Pinnacle Advisory Group
Maryland
$334K +$74.1K +865 +29%
CP
1278
Coho Partners
Pennsylvania
$331K – – –
TFCP
1279
Twin Focus Capital Partners
Massachusetts
$329K -$8.05K -94 -2%
IIM
1280
Ipswich Investment Management
Massachusetts
$327K +$52.5K +612 +19%
MC
1281
Montag & Caldwell
Georgia
$326K – – –
SA
1282
Strategic Advisors
New York
$325K – – –
SC
1283
Schulhoff & Co
Ohio
$324K – – –
RPA
1284
Rock Point Advisors
Vermont
$324K +$33.4K +390 +12%
PFSC
1285
Peoples Financial Services Corp
Pennsylvania
$323K -$6.42K -75 -2%
MG
1286
MDE Group
New Jersey
$323K – – –
FWP
1287
FAS Wealth Partners
Kansas
$320K +$24.9K +290 +8%
SWM
1288
Segment Wealth Management
Texas
$319K +$18.7K +218 +6%
RCM
1289
Rotella Capital Management
Washington
$317K -$17.1K -200 -5%
FIM
1290
Freedom Investment Management
Connecticut
$315K -$22.7K -265 -7%
CRC
1291
Curi RMB Capital
Illinois
$315K +$9.96K +116 +3%
IAM
1292
Impala Asset Management
Florida
$310K +$310K +3,620 New
ECM
1293
Ensemble Capital Management
California
$309K – – –
CL
1294
CPWM LLC
Washington
$308K +$308K +3,589 New
NEPWA
1295
New England Private Wealth Advisors
Massachusetts
$305K -$18.2K -213 -6%
SKK
1296
Shepherd Kaplan Krochuk
Massachusetts
$304K +$304K +3,541 New
GCP
1297
GSA Capital Partners
United Kingdom
$303K -$516K -6,022 -63%
PMFA
1298
Plante Moran Financial Advisors
Michigan
$299K +$46.8K +545 +19%
I
1299
IberiaBank
Louisiana
$298K +$298K +3,477 New
HB
1300
Homrich & Berg
Georgia
$296K +$49.3K +575 +20%
50 51
52
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