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Walt Disney
DIS

Overview Fund Activity

1,676 hedge funds and large institutions have $111B invested in Walt Disney in 2015 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 649 increasing their positions, 700 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,676
Holders Change
+53
Holders Change %
+3.27%
% of All Funds
44.71%
Holding in Top 10
225
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+33.14%
% of All Funds
6%
New
119
Increased
649
Reduced
700
Closed
48
Calls
$2.84B
Puts
$1.7B
Net Calls
+$1.14B
Net Calls Change
+$1.09B

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$343M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$329M
3
Goldman Sachs
Goldman Sachs
New York
+$278M
4
Bank of America
Bank of America
North Carolina
+$249M
5
FAM
Fred Alger Management
New York
+$141M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$905M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$422M
3
State Street
State Street
Massachusetts
-$275M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$234M
5
Wells Fargo
Wells Fargo
California
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
BT
1301
Beacon Trust
New Jersey
$605K -$145K -1,380 -19%
SAM
1302
Security Asset Management
New York
$601K – – –
CYG
1303
Clean Yield Group
Vermont
$599K +$8.61K +82 +1%
SHWM
1304
Smith & Howard Wealth Management
Georgia
$597K +$244K +2,325 +69%
PCA
1305
Peddock Capital Advisors
Massachusetts
$596K – – –
FDS
1306
First Dallas Securities
Texas
$593K -$39.8K -379 -6%
OC
1307
Oarsman Capital
Wisconsin
$590K -$21K -200 -3%
CL
1308
CPWM LLC
Washington
$588K -$75.4K -719 -11%
HCM
1309
Highbridge Capital Management
New York
$586K +$586K +5,586 New
NCM
1310
Neumann Capital Management
California
$584K +$52.5K +500 +10%
BSW
1311
Buckingham Strategic Wealth
Missouri
$579K +$29.9K +285 +5%
WCM Investment Management
1312
WCM Investment Management
California
$576K – – –
CPO
1313
Cerity Partners OCIO
New York
$574K -$12.4K -118 -2%
TIA
1314
Tiemann Investment Advisors
California
$567K +$55.4K +528 +11%
RAM
1315
Riggs Asset Management
Pennsylvania
$566K +$25.4K +242 +5%
RMC
1316
Regis Management Company
California
$563K – – –
SGAM
1317
Steinberg Global Asset Management
Florida
$563K +$31.1K +296 +6%
EIM
1318
Emerson Investment Management
Massachusetts
$560K +$7.87K +75 +1%
AF
1319
Allworth Financial
California
$559K +$6.92K +66 +1%
SSIA
1320
Spero-Smith Investment Advisers
Ohio
$557K +$26.2K +250 +5%
AA
1321
ALPS Advisors
Colorado
$552K -$92.1K -877 -14%
PAM
1322
Premier Asset Management
Illinois
$547K – – –
AUB
1323
Atlantic Union Bankshares
Virginia
$546K -$34.6K -330 -6%
PAM
1324
Peninsula Asset Management
Florida
$541K – – –
KCPG
1325
Kavar Capital Partners Group
Kansas
$538K – – –
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