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Walt Disney
DIS

Overview Fund Activity

1,475 hedge funds and large institutions have $95.2B invested in Walt Disney in 2014 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 553 increasing their positions, 606 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,475
Holders Change
+41
Holders Change %
+2.86%
% of All Funds
42.42%
Holding in Top 10
147
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+10.53%
% of All Funds
4.23%
New
95
Increased
553
Reduced
606
Closed
44
Calls
$2.51B
Puts
$1.25B
Net Calls
+$1.25B
Net Calls Change
+$481M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.37B
2
American Century Companies
American Century Companies
Missouri
+$412M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$265M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$242M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$219M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$333M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$229M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$195M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$165M
5
Citadel Advisors
Citadel Advisors
Florida
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
1351
SFE Investment Counsel
California
$242K +$242K +2,820 New
RCIM
1352
Russell Clark Investment Management
United Kingdom
$240K – – –
CCM
1353
Chilton Capital Management
Texas
$239K -$93.4K -1,087 -28%
VAM
1354
Visium Asset Management
New York
$238K -$811K -9,464 -77%
TAM
1355
Trillium Asset Management
Massachusetts
$233K -$6.87K -80 -3%
TFA
1356
Transamerica Financial Advisors
Florida
$233K -$3.35K -39 -1%
BGA
1357
Belmont Global Advisors
Texas
$232K – – –
GAM
1358
Griffin Asset Management
New York
$231K +$8.65K +101 +4%
SMC
1359
Smith, Moore & Co
Missouri
$228K -$637K -7,422 -74%
CASB
1360
Cape Ann Savings Bank
Massachusetts
$227K +$227K +2,650 New
CA
1361
Capital Advantage
California
$223K -$2.75K -32 -1%
LD
1362
Lipe & Dalton
New York
$219K – – –
AWS
1363
Aris Wealth Services
Pennsylvania
$219K +$86 +1 +0%
SL
1364
Summitry LLC
California
$216K – – –
KIM
1365
Karpus Investment Management
New York
$216K – – –
RIG
1366
Roosevelt Investment Group
New York
$216K +$216K +2,518 New
SWK
1367
Stephen W. Kidder
$214K – – –
AAS
1368
Annex Advisory Services
Wisconsin
$213K +$213K +2,480 New
UBWV
1369
United Bank (West Virginia)
West Virginia
$212K +$212K +2,472 New
ACS
1370
Archford Capital Strategies
Illinois
$211K +$53.4K +623 +34%
PHS
1371
Pekin Hardy Strauss
Illinois
$207K -$12.9K -150 -6%
VC
1372
Vicus Capital
Pennsylvania
$207K +$207K +2,410 New
BHB
1373
Bank Hapoalim BM
Israel
$206K +$206K +2,400 New
WHI
1374
William Harris Investors
Illinois
$206K +$206K +2,400 New
JRP
1375
Jasper Ridge Partners
California
$206K +$206K +2,400 New
53 54
55
56 57