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Walt Disney
DIS

Overview Fund Activity

1,705 hedge funds and large institutions have $120B invested in Walt Disney in 2015 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 699 increasing their positions, 659 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,705
Holders Change
+29
Holders Change %
+1.73%
% of All Funds
45.98%
Holding in Top 10
279
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+24%
% of All Funds
7.52%
New
96
Increased
699
Reduced
659
Closed
48
Calls
$2.32B
Puts
$1.62B
Net Calls
+$707M
Net Calls Change
-$431M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$703M
2
AC
Alleghany Corporation
New York
+$215M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$163M
4
Goldman Sachs
Goldman Sachs
New York
+$151M
5
WRF
Waddell & Reed Financial
Kansas
+$142M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$548M
2
State Street
State Street
Massachusetts
-$441M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$315M
4
BIT
BlackRock Institutional Trust
California
-$188M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
1526
Windsor Capital Management
Arizona
$283K +$64.1K +562 +29%
QGM
1527
Quality Growth Management
California
$282K -$525K -4,605 -65%
CBOR
1528
Community Bank of Raymore
Missouri
$281K – – –
CCWA
1529
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$281K +$281K +2,458 New
HCM
1530
HM Capital Management
Missouri
$279K – – –
FM
1531
Family Management
New York
$279K – – –
MCM
1532
Marathon Capital Management
Maryland
$279K – – –
WHI
1533
William Harris Investors
Illinois
$274K – – –
CRIG
1534
Charter Research & Investment Group
Connecticut
$274K – – –
HR
1535
Howe & Rusling
New York
$273K +$24.6K +215 +10%
TIM
1536
Tortoise Investment Management
New York
$272K +$5.15K +45 +2%
LCP
1537
Legacy Capital Partners
Wisconsin
$271K +$271K +2,367 New
WPW
1538
Waldron Private Wealth
Pennsylvania
$270K +$31.6K +277 +13%
DA
1539
Dunvegan Associates
California
$268K -$303K -2,652 -53%
CCS
1540
Crosspoint Capital Strategies
California
$266K +$136K +1,188 +104%
BBPWM
1541
Blue Bell Private Wealth Management
Pennsylvania
$265K +$2.29K +20 +0.9%
SFS
1542
Summit Financial Strategies
Ohio
$263K +$20K +175 +8%
VAS
1543
Valicenti Advisory Services
New York
$261K – – –
HA
1544
Hamel Associates
New Jersey
$261K +$261K +2,285 New
AMM
1545
American Money Management
California
$260K +$260K +2,278 New
OMC
1546
Overbrook Management Corp
New York
$260K – – –
SL
1547
Summitry LLC
California
$259K – – –
CIP
1548
Convergence Investment Partners
Florida
$257K -$1.29M -11,282 -83%
SAMT
1549
Select Asset Management & Trust
Pennsylvania
$256K +$343 +3 +0.1%
GCA
1550
Guardian Capital Advisors
Ontario, Canada
$255K -$60.1K -500 -19%
60 61
62
63 64