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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
$1.31B
2
State Street
State Street
Massachusetts
$6.69B
3
BFA
BlackRock Fund Advisors
California
$1.63B
4
Wells Fargo
Wells Fargo
California
$1.58B
5
Vanguard Group
Vanguard Group
Pennsylvania
$7.77B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$741M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$4.4B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4B
4
American Century Companies
American Century Companies
Missouri
$524M
5
ECU
Egerton Capital (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RPA
1376
Rock Point Advisors
Vermont
$353K -$3.11K -33 -0.9%
KA
1377
Klingman & Associates
New York
$350K +$350K +3,717 New
KAH
1378
Kathryn A. Hall
$349K +$349K +3,700 New
AW
1379
Alpha Windward
Massachusetts
$347K -$4.14K -44 -1%
SC
1380
Schulhoff & Co
Ohio
$344K +$3.29K +35 +1%
PWMAG
1381
Pinnacle Wealth Management Advisory Group
New Jersey
$341K +$341K +3,624 New
PMFA
1382
Plante Moran Financial Advisors
Michigan
$340K -$33.4K -355 -9%
BCA
1383
Benchmark Capital Advisors
New York
$339K -$56.5K -600 -14%
AIM
1384
Acuity Investment Management
Ontario, Canada
$339K +$75.3K +800 +29%
SFM
1385
Signature Financial Management
Virginia
$338K -$8K -85 -2%
RCWMU
1386
Rothschild & Co Wealth Management (UK)
United Kingdom
$336K – – –
W
1387
Wealthquest
Ohio
$332K +$332K +3,520 New
SWM
1388
Segment Wealth Management
Texas
$330K -$5.25K -56 -2%
FWP
1389
FAS Wealth Partners
Kansas
$330K +$9.4K +100 +3%
WA
1390
Wealth Architects
California
$329K +$329K +3,492 New
NL
1391
NWAM LLC
Washington
$326K -$95.4K -1,011 -23%
BFC
1392
Blue Fin Capital
Rhode Island
$326K +$38.2K +405 +13%
NCM
1393
Narwhal Capital Management
Georgia
$325K – – –
MG
1394
MDE Group
New Jersey
$322K +$20.3K +215 +7%
PAA
1395
Peregrine Asset Advisers
Oregon
$321K +$48.2K +511 +18%
SHWM
1396
Smith & Howard Wealth Management
Georgia
$317K +$54.5K +579 +21%
SIM
1397
Sadoff Investment Management
Wisconsin
$317K +$317K +3,362 New
BWA
1398
Burt Wealth Advisors
Maryland
$317K +$317K +3,364 New
MCM
1399
MV Capital Management
Maryland
$316K +$316K +3,358 New
HC
1400
Highmount Capital
New York
$315K +$5.65K +60 +2%
54 55
56
57 58