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Walt Disney
DIS

Overview Fund Activity

2,103 hedge funds and large institutions have $102B invested in Walt Disney in 2017 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 709 increasing their positions, 879 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,103
Holders Change
+236
Holders Change %
+12.64%
% of All Funds
47.76%
Holding in Top 10
102
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+21.43%
% of All Funds
2.32%
New
319
Increased
709
Reduced
879
Closed
63
Calls
$2.4B
Puts
$3.53B
Net Calls
-$1.13B
Net Calls Change
-$5.03M

Top Buyers

1
BlackRock
BlackRock
New York
+$485M
2
Citadel Advisors
Citadel Advisors
Florida
+$233M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$200M
4
SIM
SRS Investment Management
New York
+$183M
5
Bessemer Group
Bessemer Group
New Jersey
+$170M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$432M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$246M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$189M
4
AL
AJO LP
Pennsylvania
-$177M
5
Capital International Investors
Capital International Investors
California
-$166M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPC
1376
Rossmore Private Capital
Connecticut
$968K +$968K +9,007 New
NJBEST
1377
New Jersey Better Educational Savings Trust
New Jersey
$968K -$1.18M -11,000 -55%
BWP
1378
Baldwin Wealth Partners
Massachusetts
$968K +$51.3K +477 +6%
CWM
1379
Confluence Wealth Management
Oregon
$967K -$136K -1,264 -12%
ECM
1380
Elgethun Capital Management
South Dakota
$961K +$79.1K +736 +9%
SWM
1381
Stockman Wealth Management
Montana
$959K -$2.26K -21 -0.2%
HTHT
1382
Hemenway Trust Hemenway Trust
New Hampshire
$954K -$76.5K -712 -7%
FBFS
1383
First Business Financial Services
Wisconsin
$952K +$134K +1,250 +16%
SFG
1384
SevenBridge Financial Group
Pennsylvania
$950K -$11.8K -110 -1%
AAM
1385
Aureus Asset Management
Massachusetts
$943K -$160K -1,490 -15%
BPM
1386
Bowling Portfolio Management
Ohio
$943K -$37.7K -351 -4%
OLA
1387
Oliver Luxxe Assets
New Jersey
$936K +$538 +5 +0.1%
CWM
1388
Circle Wealth Management
New Jersey
$935K +$83.9K +780 +10%
UC
1389
Unio Capital
New Jersey
$935K +$935K +8,694 New
MIP
1390
Marietta Investment Partners
Wisconsin
$931K -$38.7K -360 -4%
LWM
1391
Lyons Wealth Management
Florida
$931K +$931K +8,657 New
MRCM
1392
M&R Capital Management
New Jersey
$928K -$14K -130 -1%
ORI
1393
Oak Ridge Investments
Illinois
$924K -$4.73K -44 -0.5%
BTNA
1394
Bremer Trust National Association
Minnesota
$923K -$80.7K -750 -8%
HWP
1395
Hefty Wealth Partners
Indiana
$921K +$921K +8,570 New
NHC
1396
Nicholas Hoffman & Company
Georgia
$920K -$55.5K -516 -6%
PFSC
1397
Peoples Financial Services Corp
Pennsylvania
$914K +$10.8K +100 +1%
RW
1398
Rand Wealth
Maryland
$911K +$140K +1,302 +18%
FCIM
1399
Fairview Capital Investment Management
California
$910K – – –
CAG
1400
Crestwood Advisors Group
Massachusetts
$900K -$46.5K -432 -5%
54 55
56
57 58