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Walt Disney
DIS

Overview Fund Activity

1,798 hedge funds and large institutions have $105B invested in Walt Disney in 2015 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 727 increasing their positions, 709 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,798
Holders Change
+92
Holders Change %
+5.39%
% of All Funds
47.22%
Holding in Top 10
230
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-8.73%
% of All Funds
6.04%
New
185
Increased
727
Reduced
709
Closed
70
Calls
$2.62B
Puts
$3.92B
Net Calls
-$1.3B
Net Calls Change
-$1.45B

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$252M
2
Morgan Stanley
Morgan Stanley
New York
+$237M
3
Deutsche Bank
Deutsche Bank
Germany
+$219M
4
BFA
BlackRock Fund Advisors
California
+$137M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$125M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$487M
2
Capital World Investors
Capital World Investors
California
-$453M
3
Ameriprise
Ameriprise
Minnesota
-$400M
4
CWG
C WorldWide Group
Denmark
-$352M
5
MCM
Marsico Capital Management
Colorado
-$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
1501
Vigilant Capital Management
Maine
$404K -$47.3K -450 -10%
BST
1502
Bath Savings Trust
Maine
$404K +$7.89K +75 +2%
CAMG
1503
CWA Asset Management Group
Florida
$400K +$400K +3,805 New
MC
1504
Montag & Caldwell
Georgia
$399K – – –
ZIC
1505
ZWJ Investment Counsel
Georgia
$396K +$11.1K +106 +3%
HHGA
1506
Halbert Hargrove Global Advisors
California
$395K -$18.3K -174 -4%
RHFI
1507
Reilly Herbert Faulkner III
$393K -$45.3K -431 -10%
CAM
1508
Concorde Asset Management
Michigan
$392K +$392K +3,727 New
VHAM
1509
Van Hulzen Asset Management
California
$389K +$9.97K +95 +3%
HS
1510
Huntington Steele
Pennsylvania
$388K – – –
SHCM
1511
Stokes & Hubbell Capital Management
Louisiana
$385K +$1.16K +11 +0.3%
SWM
1512
Segment Wealth Management
Texas
$384K -$19.4K -185 -5%
CBTWT
1513
Community Bank & Trust (Waco, Texas)
Texas
$384K +$384K +3,658 New
CRC
1514
Curi RMB Capital
Illinois
$380K +$29K +276 +8%
BCA
1515
Benchmark Capital Advisors
New York
$378K – – –
EWM
1516
Empirical Wealth Management
Washington
$377K -$106K -1,005 -22%
Squarepoint
1517
Squarepoint
New York
$376K +$376K +3,580 New
CFA
1518
Capstone Financial Advisors
Illinois
$375K -$42K -400 -10%
SIG
1519
Stanford Investment Group
California
$373K -$4.93K -47 -1%
PWMAG
1520
Pinnacle Wealth Management Advisory Group
New Jersey
$369K +$2.73K +26 +0.7%
FPCG
1521
Fort Pitt Capital Group
Pennsylvania
$365K +$32.8K +312 +10%
EM
1522
Excalibur Management
Massachusetts
$365K +$78.8K +750 +28%
BWA
1523
Burt Wealth Advisors
Maryland
$364K -$1.89K -18 -0.5%
RPA
1524
Rock Point Advisors
Vermont
$364K – – –
NEPPG
1525
New England Professional Planning Group
Rhode Island
$364K +$134K +1,272 +58%
59 60
61
62 63