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

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$3.55B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.03B
3
State Street
3
State Street
Massachusetts
$7.18B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.59B
5
Wells Fargo
5
Wells Fargo
California
$1.61B
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
1551
Kurt F. Somerville
$222K – – –
CCMD
1552
Cypress Capital Management (Delaware)
Delaware
$221K +$221K +2,111 New
SAM
1553
SignalPoint Asset Management
Missouri
$220K +$220K +2,096 New
BWFM
1554
Bridgewater Wealth & Financial Management
Maryland
$220K +$220K +2,101 New
WPW
1555
Waldron Private Wealth
Pennsylvania
$219K +$219K +2,089 New
KL
1556
Kinsight LLC
Alabama
$217K +$217K +2,069 New
KL
1557
KWMG LLC
Kansas
$216K +$216K +1,962 New
STB
1558
S&T Bank
Pennsylvania
$216K +$216K +2,067 New
UBWV
1559
United Bank (West Virginia)
West Virginia
$212K +$212K +2,024 New
VA
1560
Valmark Advisers
Ohio
$210K +$210K +2,001 New
FPIS
1561
Financial Planning & Information Services
Wisconsin
$210K +$210K +2,001 New
BA
1562
BKS Advisors
Michigan
$207K +$207K +1,969 New
NA
1563
Nottingham Advisors
New York
$206K +$206K +1,964 New
FI
1564
FormulaFolio Investments
Michigan
$204K +$204K +1,941 New
NPF
1565
Norris Perne & French
Michigan
$202K -$104K -993 -34%
CASB
1566
Cape Ann Savings Bank
Massachusetts
$201K +$201K +1,918 New
WCM
1567
Windsor Capital Management
Arizona
$201K +$201K +1,919 New
PM
1568
Penbrook Management
New York
$201K +$201K +1,920 New
BWAM
1569
Boyd Watterson Asset Management
Ohio
$201K +$201K +1,920 New
FWM
1570
Focused Wealth Management
New York
$194K +$314 +3 +0.2%
EWM
1571
Edge Wealth Management
New York
$193K +$1.48K +14 +0.8%
GAM
1572
Gemmer Asset Management
California
$192K +$9.67K +92 +5%
HDIM
1573
Hanson & Doremus Investment Management
Vermont
$189K – – –
AP
1574
Atwood & Palmer
Missouri
$188K – – –
LFR
1575
Lehman Financial Resources
Pennsylvania
$187K -$10.5K -100 -5%
61 62
63
64 65