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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 %
Carson Wealth (CWM LLC)
1301
Carson Wealth (CWM LLC)
Nebraska
$126K -$40.6K -532 -24%
FWM
1302
Focused Wealth Management
New York
$125K +$761 +10 +0.6%
SHWM
1303
Smith & Howard Wealth Management
Georgia
$122K +$22.8K +299 +23%
Manulife (Manufacturers Life Insurance)
1304
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$122K -$15.7K -205,781 -11%
DBT
1305
Dubuque Bank & Trust
Iowa
$121K – – –
FA
1306
Financial Advantage
Maryland
$120K – – –
PFA
1307
Paradigm Financial Advisors
Missouri
$115K +$115K +1,502 New
AFIA
1308
America First Investment Advisors
Nebraska
$112K – – –
FBT
1309
Founders Bank & Trust
Michigan
$112K +$103K +1,440 +1,200%
CA
1310
CapWealth Advisors
Tennessee
$111K -$19.1K -250 -15%
Acadian Asset Management
1311
Acadian Asset Management
Massachusetts
$107K +$107K +1,400 New
HCP
1312
Holt Capital Partners
Texas
$107K +$107K +1,400 New
LFG
1313
LifePlan Financial Group
Ohio
$105K – – –
BCMIO
1314
Beacon Capital Management Inc (Ohio)
Ohio
$104K +$104K +1,358 New
TIM
1315
Tortoise Investment Management
New York
$100K -$11.5K -150 -10%
CFG
1316
CKW Financial Group
Hawaii
$100K +$100K +1,312 New
AA
1317
Apriem Advisors
California
$99K -$7.22K -95 -7%
ECM
1318
Estabrook Capital Management
New York
$95.5K -$3.82K -50 -4%
HCM
1319
Horrell Capital Management
Arkansas
$95K – – –
HTHT
1320
Hemenway Trust Hemenway Trust
New Hampshire
$92K – – –
LWM
1321
Lenox Wealth Management
Ohio
$83K +$83K +1,091 New
CG
1322
Colony Group
Massachusetts
$82K +$82K +1,070 New
VIM
1323
Veritas Investment Management
United Kingdom
$75K -$94.5K -1,235 -56%
KPCM
1324
Kings Point Capital Management
New York
$73K – – –
RIA
1325
Regal Investment Advisors
Michigan
$70K -$94.3K -1,227 -57%
51 52
53
54 55