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Walt Disney
DIS

Overview Fund Activity

1,706 hedge funds and large institutions have $104B invested in Walt Disney in 2015 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 816 increasing their positions, 592 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,706
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
47.68%
Holding in Top 10
252
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-9.68%
% of All Funds
7.04%
New
113
Increased
816
Reduced
592
Closed
98
Calls
$2.78B
Puts
$2.63B
Net Calls
+$149M
Net Calls Change
-$558M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$326M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$292M
3
Goldman Sachs
Goldman Sachs
New York
+$245M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$143M
5
AT
Alliance Trust
United Kingdom
+$133M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$861M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$834M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$313M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$286M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
1451
Huntington Steele
Pennsylvania
$378K +$8.49K +83 +2%
ZIC
1452
ZWJ Investment Counsel
Georgia
$375K -$5.11K -50 -1%
SHCM
1453
Stokes & Hubbell Capital Management
Louisiana
$373K +$373K +3,652 New
RWM
1454
Rench Wealth Management
Texas
$372K +$372K +3,640 New
CPIG
1455
Chicago Partners Investment Group
Illinois
$370K +$238K +2,323 +180%
VHAM
1456
Van Hulzen Asset Management
California
$369K +$30.7K +300 +9%
BCA
1457
Benchmark Capital Advisors
New York
$368K – – –
SIG
1458
Stanford Investment Group
California
$368K – – –
TIP
1459
Torray Investment Partners
Maryland
$362K -$15.9K -155 -4%
CG
1460
Caprock Group
Idaho
$360K -$613 -6 -0.2%
TFF
1461
The Family Firm
Maryland
$360K +$307 +3 +0.1%
PWMAG
1462
Pinnacle Wealth Management Advisory Group
New Jersey
$357K -$7.06K -69 -2%
BWA
1463
Burt Wealth Advisors
Maryland
$356K +$12.8K +126 +4%
RPA
1464
Rock Point Advisors
Vermont
$354K -$22.5K -220 -6%
FI
1465
FormulaFolio Investments
Michigan
$354K +$7.06K +69 +2%
BIAS
1466
Beacon Investment Advisory Services
New Jersey
$349K – – –
AC
1467
Addison Capital
Pennsylvania
$347K -$55.8K -545 -14%
AT
1468
Argent Trust
Texas
$347K +$90.5K +885 +35%
BWM
1469
Baystate Wealth Management
Massachusetts
$347K +$347K +3,397 New
SIM
1470
Sadoff Investment Management
Wisconsin
$344K – – –
GIA
1471
Guyasuta Investment Advisors
Pennsylvania
$343K – – –
MPIA
1472
Mountain Pacific Investment Advisers
Idaho
$343K +$10.2K +100 +3%
QCG
1473
Quadrant Capital Group
Ohio
$342K -$3.5K -35 -1%
CRC
1474
Curi RMB Capital
Illinois
$342K -$2.15K -21 -0.6%
PPSG
1475
Princeton Portfolio Strategies Group
New Jersey
$342K +$7.35K +72 +2%
57 58
59
60 61