DIS icon

Walt Disney
DIS

Overview Fund Activity

1,785 hedge funds and large institutions have $94.1B invested in Walt Disney in 2016 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 843 increasing their positions, 659 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
-13
Holders Change %
-0.72%
% of All Funds
47.64%
Holding in Top 10
179
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-22.17%
% of All Funds
4.78%
New
113
Increased
843
Reduced
659
Closed
102
Calls
$2.19B
Puts
$3.8B
Net Calls
-$1.62B
Net Calls Change
-$318M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$351M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$253M
3
HCM
Highfields Capital Management
Massachusetts
+$162M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$117M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$111M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$890M
2
Capital World Investors
Capital World Investors
California
-$533M
3
Deutsche Bank
Deutsche Bank
Germany
-$261M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$248M
5
LPU
Lansdowne Partners (UK)
United Kingdom
-$231M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMM
1301
Private Capital Management (Minnesota)
Minnesota
$750K +$328K +3,300 +78%
HCM
1302
Harvest Capital Management
New Hampshire
$748K – – –
HTHT
1303
Hemenway Trust Hemenway Trust
New Hampshire
$741K +$27.3K +275 +4%
SWM
1304
Stockman Wealth Management
Montana
$739K -$2.28K -23 -0.3%
PL
1305
Perpetual Ltd
Australia
$738K +$99.3K +1,000 +16%
RWA
1306
Ropes Wealth Advisors
Massachusetts
$737K +$51.9K +522 +8%
KP
1307
Keel Point
Alabama
$734K -$10.4K -105 -1%
DBIA
1308
Dumont & Blake Investment Advisors
New Jersey
$732K – – –
GWM
1309
Gupta Wealth Management
California
$731K +$49.3K +496 +7%
CPO
1310
Cerity Partners OCIO
New York
$728K +$53.9K +543 +8%
SGAM
1311
Steinberg Global Asset Management
Florida
$727K +$60.3K +607 +9%
IIC
1312
Integrated Investment Consultants
Michigan
$722K – – –
BRM
1313
Boston Research & Management
Massachusetts
$720K – – –
CS
1314
Credential Securities
$719K +$14.8K +149 +2%
BAM
1315
Brave Asset Management
New Jersey
$718K – – –
RW
1316
Rand Wealth
Maryland
$715K +$48.7K +490 +7%
EDRIA
1317
Edmonds Duncan Registered Investment Advisors
Kansas
$711K +$199 +2 +0%
PFSC
1318
Peoples Financial Services Corp
Pennsylvania
$710K +$194K +1,950 +38%
VKH
1319
Virtu KCG Holdings
New York
$705K -$16.5M -166,670 -96%
HP
1320
Hikari Power
Japan
$705K – – –
IC
1321
Intersect Capital
California
$705K +$181K +1,822 +35%
LBC
1322
Lawrence B. Cohen
$703K +$19.4K +195 +3%
PRHC
1323
P.R. Herzig & Co
New York
$700K -$69.5K -700 -9%
CPA
1324
Court Place Advisors
Maryland
$700K +$99 +1 +0%
MIM
1325
Miller Investment Management
Pennsylvania
$699K – – –
51 52
53
54 55