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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 %
SFM
1301
Signature Financial Management
Virginia
$328K +$62.2K +697 +23%
SC
1302
Schulhoff & Co
Ohio
$323K -$13.4K -150 -4%
ECM
1303
Ensemble Capital Management
California
$321K – – –
CL
1304
CPWM LLC
Washington
$320K – – –
SWM
1305
Segment Wealth Management
Texas
$319K -$12.6K -141 -4%
ALA
1306
Atherton Lane Advisers
California
$318K -$98.8K -1,110 -24%
RCWMU
1307
Rothschild & Co Wealth Management (UK)
United Kingdom
$318K -$70.8K -795 -18%
ZIC
1308
ZWJ Investment Counsel
Georgia
$318K +$26.2K +295 +9%
SFSIG
1309
San Francisco Sentry Investment Group
California
$316K -$40.1K -450 -11%
CRC
1310
Curi RMB Capital
Illinois
$316K -$10.8K -121 -3%
FFA
1311
Fragasso Financial Advisors
Pennsylvania
$315K +$315K +3,540 New
PMG
1312
ProVise Management Group
Florida
$315K -$223K -2,513 -41%
CPSAC
1313
Chas P. Smith & Associates (CPS)
Florida
$315K +$315K +3,536 New
KCM
1314
Kornitzer Capital Management
Kansas
$314K +$59.8K +672 +24%
PAG
1315
Pinnacle Advisory Group
Maryland
$310K -$36.9K -415 -11%
OPTFSNA
1316
Old Point Trust & Financial Services N A
Virginia
$308K +$13.4K +150 +5%
SCP
1317
Syntal Capital Partners
Texas
$308K +$308K +3,464 New
NCM
1318
Narwhal Capital Management
Georgia
$307K – – –
FWP
1319
FAS Wealth Partners
Kansas
$303K -$28.4K -319 -9%
RGNCM
1320
R.G. Niederhoffer Capital Management
New York
$303K +$303K +3,400 New
BFG
1321
Beacon Financial Group
Texas
$302K +$302K +3,400 New
GC
1322
Guardian Capital
Ontario, Canada
$296K +$296K +3,327 New
FIM
1323
Freedom Investment Management
Connecticut
$295K -$31.9K -359 -10%
PJSIMP
1324
P.J. Schmidt Investment Management (PJS)
Wisconsin
$295K -$4.45K -50 -1%
PHAM
1325
Palisades Hudson Asset Management
Florida
$294K – – –
51 52
53
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