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Walt Disney
DIS

Overview Fund Activity

1,676 hedge funds and large institutions have $111B invested in Walt Disney in 2015 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 649 increasing their positions, 700 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,676
Holders Change
+53
Holders Change %
+3.27%
% of All Funds
44.71%
Holding in Top 10
225
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+33.14%
% of All Funds
6%
New
119
Increased
649
Reduced
700
Closed
48
Calls
$2.84B
Puts
$1.7B
Net Calls
+$1.14B
Net Calls Change
+$1.09B

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$1.32B
2
Vanguard Group
Vanguard Group
Pennsylvania
$8.98B
3
Goldman Sachs
Goldman Sachs
New York
$1.54B
4
Bank of America
Bank of America
North Carolina
$1.67B
5
FAM
Fred Alger Management
New York
$247M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$3.55B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.03B
3
State Street
State Street
Massachusetts
$7.18B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$2.59B
5
Wells Fargo
Wells Fargo
California
$1.61B
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
1426
Pinnacle Wealth Management Advisory Group
New Jersey
$364K -$15.7K -150 -4%
IT
1427
Independence Trust
Tennessee
$364K +$78.6K +750 +28%
FPCG
1428
Fort Pitt Capital Group
Pennsylvania
$360K -$71.5K -682 -17%
WIS
1429
Wright Investors Service
Connecticut
$359K +$133K +1,266 +59%
MG
1430
MDE Group
New Jersey
$358K – – –
PAA
1431
Peregrine Asset Advisers
Oregon
$357K – – –
BWA
1432
Burt Wealth Advisors
Maryland
$355K +$105 +1 +0%
HS
1433
Huntington Steele
Pennsylvania
$354K -$182K -1,738 -34%
SIM
1434
Sadoff Investment Management
Wisconsin
$353K – – –
GIA
1435
Guyasuta Investment Advisors
Pennsylvania
$352K +$16.4K +157 +5%
NCM
1436
Narwhal Capital Management
Georgia
$351K -$10.5K -100 -3%
HC
1437
Highmount Capital
New York
$351K – – –
RIG
1438
Roosevelt Investment Group
New York
$349K +$56.4K +537 +19%
WA
1439
Wealth Architects
California
$348K -$18.7K -178 -5%
HW
1440
Hancock Whitney
Mississippi
$347K -$23.1M -220,211 -99%
PHAM
1441
Palisades Hudson Asset Management
Florida
$346K – – –
PCM
1442
Palisade Capital Management
New Jersey
$346K +$102K +975 +42%
GCA
1443
Guardian Capital Advisors
Ontario, Canada
$345K – – –
BFM
1444
Boothbay Fund Management
New York
$345K +$345K +3,291 New
CCM
1445
Compass Capital Management
Minnesota
$343K +$18.4K +175 +6%
AIM
1446
Advantage Investment Management
Iowa
$343K +$73.1K +697 +27%
Rafferty Asset Management
1447
Rafferty Asset Management
New York
$343K +$343K +3,271 New
MPIA
1448
Mountain Pacific Investment Advisers
Idaho
$341K +$5.98K +57 +2%
GWCM
1449
Godshalk Welsh Capital Management
Pennsylvania
$340K -$1.37K -13 -0.4%
CG
1450
Caprock Group
Idaho
$340K +$839 +8 +0.2%
56 57
58
59 60