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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 %
PCM
1301
Prelude Capital Management
New York
$296K +$227K +2,650 +331%
NCM
1302
Narwhal Capital Management
Georgia
$296K +$296K +3,450 New
HC
1303
Highmount Capital
New York
$290K – – –
BRWM
1304
B. Riley Wealth Management
Tennessee
$289K -$1.03M -11,975 -78%
PJSIMP
1305
P.J. Schmidt Investment Management (PJS)
Wisconsin
$289K +$289K +3,365 New
UR
1306
USCA RIA
Texas
$288K +$19.8K +231 +7%
BPCE
1307
Bank Pictet & Cie (Europe)
Germany
$287K – – –
LNC
1308
Lincoln National Corp
Pennsylvania
$286K +$12.9K +150 +5%
JFA
1309
JNBA Financial Advisors
Minnesota
$285K +$68.2K +796 +31%
PHAM
1310
Palisades Hudson Asset Management
Florida
$283K – – –
OPTFSNA
1311
Old Point Trust & Financial Services N A
Virginia
$283K +$42.8K +500 +18%
CWM
1312
Confluence Wealth Management
Oregon
$283K +$283K +3,296 New
SCA
1313
Salient Capital Advisors
Texas
$282K +$14.3K +167 +5%
ZIC
1314
ZWJ Investment Counsel
Georgia
$281K -$5.56K -65 -2%
FCCM
1315
First City Capital Management
Georgia
$280K – – –
AC
1316
Addison Capital
Pennsylvania
$279K – – –
FNBSF
1317
First National Bank Sioux Falls
South Dakota
$278K – – –
PFS
1318
Prospera Financial Services
Texas
$278K +$278K +3,243 New
CWM
1319
CIBC World Markets
New York
$278K +$278K +3,246 New
MPWT
1320
MassMutual Private Wealth & Trust
Connecticut
$278K +$72.2K +842 +35%
HWA
1321
Heritage Wealth Advisors
Virginia
$275K – – –
SFA
1322
Sequoia Financial Advisors
Ohio
$275K +$4.03K +47 +1%
Edgewood Management
1323
Edgewood Management
Connecticut
$274K – – –
MPIA
1324
Mountain Pacific Investment Advisers
Idaho
$274K – – –
NPF
1325
Norris Perne & French
Michigan
$271K – – –
51 52
53
54 55