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Walt Disney
DIS

Overview Fund Activity

1,498 hedge funds and large institutions have $96.1B invested in Walt Disney in 2014 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 510 increasing their positions, 702 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,498
Holders Change
+23
Holders Change %
+1.56%
% of All Funds
43.5%
Holding in Top 10
158
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+7.48%
% of All Funds
4.59%
New
78
Increased
510
Reduced
702
Closed
41
Calls
$2.25B
Puts
$1.57B
Net Calls
+$681M
Net Calls Change
-$574M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$963M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.97B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$912M
4
Bank of America
4
Bank of America
North Carolina
$1.45B
5
State Street
5
State Street
Massachusetts
$6.02B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.41B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$4.11B
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$6.13M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.39B
5
BA
5
BlackRock Advisors
Delaware
$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
1451
Pathstone Family Office
New Jersey
$57K +$57K +640 New
BCM
1452
Blume Capital Management
California
$56K – – –
CAW
1453
Cornerstone Advisors (Washington)
Washington
$54K -$2.48K -28 -4%
TCCM
1454
Timber Creek Capital Management
Massachusetts
$52K – – –
TFO
1455
Tarbox Family Office
California
$52K +$3.63K +41 +7%
VC
1456
Vestor Capital
Illinois
$52K +$52K +582 New
ANBT
1457
American National Bank & Trust
Texas
$52K +$52K +589 New
GGPS
1458
Gary Goldberg Planning Services
New York
$51K – – –
LWM
1459
Lenox Wealth Management
Ohio
$50K – – –
LWA
1460
Lenox Wealth Advisors
New York
$45K -$4.91K -55 -10%
MAS
1461
Madden Advisory Services
Florida
$45K – – –
WCM
1462
Wealthcare Capital Management
Virginia
$45K – – –
HCM
1463
Highlander Capital Management
New Jersey
$44.5K – – –
CAL
1464
Capital Advisors Ltd
Ohio
$43K – – –
DVM
1465
Dreman Value Management
Florida
$42K – – –
IMS
1466
Index Management Solutions
Pennsylvania
$40K +$5.3K +60 +15%
DSC
1467
Duncker Streett & Co
Missouri
$38K – – –
CFSG
1468
Community Financial Services Group
Vermont
$36K -$25.2K -280 -41%
CFN
1469
Cordasco Financial Network
Florida
$36K – – –
BGIM
1470
Brandywine Global Investment Management
Pennsylvania
$29K +$29K +320 New
JAM
1471
Jolley Asset Management
North Carolina
$27K – – –
PFG
1472
Piershale Financial Group
Illinois
$27K +$27K +305 New
UB
1473
UMB Bank
Missouri
$26.3K -$25 -276 -0.1%
IRS
1474
Invictus RG (Singapore)
Singapore
$26K +$10.7K +121 +70%
PIM
1475
Parasol Investment Management
Illinois
$25K +$5.85K +65 +31%
57 58
59
60 61