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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 %
BCM
1326
BTC Capital Management
Iowa
$441K -$3.23M -34,362 -88%
TA
1327
TBP Advisors
New York
$441K -$1.41K -15 -0.3%
TAM
1328
Trillium Asset Management
Massachusetts
$439K +$42.1K +447 +11%
GC
1329
Guardian Capital
Ontario, Canada
$439K +$126K +1,332 +40%
HHGA
1330
Halbert Hargrove Global Advisors
California
$438K -$107K -1,142 -20%
VNA
1331
VNBTrust National Association
Virginia
$437K – – –
FHC
1332
First Heartland Consultants
Missouri
$435K -$26.3K -279 -6%
GIM
1333
Greystone Investment Management
Ohio
$435K – – –
SGA
1334
Strategic Global Advisors
California
$434K +$434K +4,615 New
SIG
1335
Stanford Investment Group
California
$433K +$433K +4,600 New
BHTS
1336
Bar Harbor Trust Services
Maine
$432K -$50.8K -540 -11%
AAM
1337
AMI Asset Management
California
$430K – – –
WKWM
1338
Walter & Keenan Wealth Management
Indiana
$430K – – –
STI
1339
Susquehanna Trust & Investment
Pennsylvania
$428K -$18.9K -200 -4%
MSFP
1340
Mark Sheptoff Financial Planning
Connecticut
$428K – – –
ED
1341
Exane Derivatives
France
$423K +$423K +4,495 New
BOS
1342
Bingham Osborn & Scarborough
California
$423K -$41.9K -445 -9%
JFA
1343
JNBA Financial Advisors
Minnesota
$422K +$28.3K +300 +7%
SIM
1344
SSI Investment Management
California
$420K – – –
LCM
1345
Leisure Capital Management
California
$420K +$420K +4,457 New
HCM
1346
Howland Capital Management
Massachusetts
$417K – – –
CS
1347
Comerica Securities
Michigan
$417K +$27.2K +289 +7%
WA
1348
Wheatland Advisors
Pennsylvania
$405K -$4.71K -50 -1%
SCP
1349
Seizert Capital Partners
Michigan
$404K – – –
PFS
1350
Prospera Financial Services
Texas
$396K -$25.2K -268 -6%
52 53
54
55 56