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Walt Disney
DIS

Overview Fund Activity

1,623 hedge funds and large institutions have $99.6B invested in Walt Disney in 2014 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 606 increasing their positions, 620 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,623
Holders Change
+125
Holders Change %
+8.34%
% of All Funds
43.31%
Holding in Top 10
169
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+6.96%
% of All Funds
4.51%
New
202
Increased
606
Reduced
620
Closed
58
Calls
$1.85B
Puts
$1.8B
Net Calls
+$51.8M
Net Calls Change
-$629M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$440M
2
State Street
State Street
Massachusetts
+$327M
3
BFA
BlackRock Fund Advisors
California
+$161M
4
Wells Fargo
Wells Fargo
California
+$150M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$132M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$474M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$381M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$341M
4
American Century Companies
American Century Companies
Missouri
-$321M
5
ECU
Egerton Capital (UK)
United Kingdom
-$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFM
1276
Lumina Fund Management
New York
$527K – – –
CPO
1277
Cerity Partners OCIO
New York
$527K +$58.2K +618 +12%
OSAM
1278
O'Shaughnessy Asset Management
Connecticut
$524K +$248K +2,630 +90%
SA
1279
Strategic Advisors
New York
$522K +$175K +1,852 +50%
KPA
1280
Keel Point Advisors
Virginia
$522K +$522K +5,539 New
AUB
1281
Atlantic Union Bankshares
Virginia
$521K – – –
WCM Investment Management
1282
WCM Investment Management
California
$517K -$16K -170 -3%
ST
1283
Sageworth Trust
Pennsylvania
$516K +$516K +5,477 New
1IA
1284
1834 Investment Advisors
Wisconsin
$515K +$28.3K +300 +6%
HCM
1285
Hilton Capital Management
New York
$514K – – –
LNC
1286
Lincoln National Corp
Pennsylvania
$514K +$80.5K +856 +19%
SCM
1287
Shapiro Capital Management
Georgia
$513K -$94 -1 -0%
SFSIG
1288
San Francisco Sentry Investment Group
California
$511K +$177K +1,877 +53%
RMC
1289
Regis Management Company
California
$505K -$7.91K -84 -2%
PMG
1290
ProVise Management Group
Florida
$504K +$169K +1,795 +51%
PJSIMP
1291
P.J. Schmidt Investment Management (PJS)
Wisconsin
$502K +$190K +2,015 +61%
T
1292
Thomaspartners
Massachusetts
$501K -$25K -266 -5%
NES
1293
New England Securities
New York
$497K -$31.9K -338 -6%
EIM
1294
Emerson Investment Management
Massachusetts
$496K – – –
AF
1295
Allworth Financial
California
$496K +$32.6K +346 +7%
BSW
1296
Buckingham Strategic Wealth
Missouri
$493K +$11.1K +118 +2%
PAM
1297
Premier Asset Management
Illinois
$491K -$5.45K -58 -1%
QAM
1298
QCI Asset Management
New York
$491K – – –
ANB
1299
Amarillo National Bank
Texas
$489K -$85.7K -909 -15%
RAM
1300
Riggs Asset Management
Pennsylvania
$485K – – –
50 51
52
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