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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 %
KCPG
1301
Kavar Capital Partners Group
Kansas
$483K – – –
HS
1302
Huntington Steele
Pennsylvania
$482K – – –
LH
1303
Lebenthal Holdings
New York
$481K +$481K +5,112 New
SGAM
1304
Steinberg Global Asset Management
Florida
$477K -$23.5K -250 -5%
NCM
1305
Neumann Capital Management
California
$477K +$477K +5,064 New
SSIA
1306
Spero-Smith Investment Advisers
Ohio
$476K -$28.2K -300 -6%
DAC
1307
Dividend Assets Capital
South Carolina
$473K – – –
MCM
1308
Maple Capital Management
Vermont
$472K – – –
DA
1309
Dunvegan Associates
California
$471K +$388K +4,116 +465%
BCM
1310
Bienville Capital Management
New York
$471K +$471K +5,000 New
PAM
1311
Peninsula Asset Management
Florida
$469K – – –
PIA
1312
Peachtree Investment Advisors
Georgia
$468K – – –
SAA
1313
Southeast Asset Advisors
Georgia
$467K +$9.42K +100 +2%
AT
1314
Acadia Trust
Maine
$464K +$91.4K +970 +25%
HCM
1315
Harvest Capital Management
New Hampshire
$462K – – –
ABP
1316
Arthur B. Page
$462K +$94.1K +1,000 +26%
SCM
1317
Southport Capital Management
Tennessee
$462K +$462K +4,900 New
TIA
1318
Tiemann Investment Advisors
California
$460K +$16.5K +175 +4%
EA
1319
Emerald Advisers
Pennsylvania
$456K – – –
TBA
1320
Train Babcock Advisors
New York
$456K +$18K +191 +4%
PSC
1321
Prentiss Smith & Co
Vermont
$452K +$452K +4,800 New
UR
1322
USCA RIA
Texas
$447K -$71.1K -755 -14%
AAM
1323
Auxier Asset Management
Oregon
$443K -$2.26K -24 -0.5%
BOK
1324
Bank of Kentucky
Kentucky
$443K +$165K +1,750 +59%
KIM
1325
Karpus Investment Management
New York
$442K +$205K +2,179 +87%
51 52
53
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