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Walt Disney
DIS

Overview Fund Activity

1,930 hedge funds and large institutions have $101B invested in Walt Disney in 2016 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 705 increasing their positions, 752 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,930
Holders Change
+145
Holders Change %
+8.12%
% of All Funds
48.32%
Holding in Top 10
187
Holding in Top 10 Change
+61
Holding in Top 10 Change %
+48.41%
% of All Funds
4.68%
New
250
Increased
705
Reduced
752
Closed
77
Calls
$4.45B
Puts
$2.99B
Net Calls
+$1.46B
Net Calls Change
+$1.53B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.35B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.56B
3
Asset Management One
Asset Management One
Japan
$281M
4
Viking Global Investors
Viking Global Investors
Connecticut
$251M
5
Citadel Advisors
Citadel Advisors
Florida
$236M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$28.4M
2
JHIU
Janus Henderson Investors US
Colorado
$233M
3
MTB
Mizuho Trust & Banking
Japan
$0
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.03B
5
LPU
Lansdowne Partners (UK)
United Kingdom
$845M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
1576
Efficient Advisors
Ohio
$427K -$17.1K -164 -4%
RMC
1577
Regis Management Company
California
$426K -$5K -48 -1%
HHGA
1578
Halbert Hargrove Global Advisors
California
$422K +$30.5K +293 +8%
CPA
1579
Clear Perspective Advisors
Illinois
$421K +$421K +4,042 New
VWA
1580
V Wealth Advisors
Kansas
$419K -$1.53M -14,777 -78%
SWM
1581
Segment Wealth Management
Texas
$418K +$30.1K +288 +8%
MC
1582
Marcus Capital
Illinois
$417K -$20.8K -200 -5%
WA
1583
Wheatland Advisors
Pennsylvania
$417K -$10.3K -99 -2%
FWM
1584
FFT Wealth Management
Pennsylvania
$417K – – –
GIA
1585
Guyasuta Investment Advisors
Pennsylvania
$417K +$21.7K +208 +5%
PWS
1586
Peloton Wealth Strategists
Indiana
$417K +$417K +4,000 New
FPCG
1587
Fort Pitt Capital Group
Pennsylvania
$415K -$17.7K -170 -4%
SFM
1588
Signet Financial Management
New Jersey
$414K -$62.2K -596 -13%
BCM
1589
Bourgeon Capital Management
Connecticut
$412K +$412K +3,957 New
BWFM
1590
Bridgewater Wealth & Financial Management
Maryland
$411K -$43.7K -419 -10%
VNA
1591
VNBTrust National Association
Virginia
$409K -$2.08K -20 -0.5%
FVP
1592
Firefly Value Partners
Pennsylvania
$409K +$409K +3,923 New
KA
1593
Klingman & Associates
New York
$407K -$13.6K -130 -3%
EAM
1594
Evanson Asset Management
California
$406K +$164K +1,574 +68%
ACM
1595
AKRE Capital Management
Virginia
$406K +$406K +3,891 New
1IA
1596
1834 Investment Advisors
Wisconsin
$404K -$1.04K -10 -0.3%
WPA
1597
Winning Points Advisors
Florida
$403K +$403K +3,869 New
BWM
1598
Braver Wealth Management
Massachusetts
$401K +$401K +3,847 New
NEPWA
1599
New England Private Wealth Advisors
Massachusetts
$399K – – –
MC
1600
Montag & Caldwell
Georgia
$396K – – –
62 63
64
65 66