DIS icon

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
$6.12B
2
AC
Alleghany Corporation
New York
$220M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$177M
4
Goldman Sachs
Goldman Sachs
New York
$1.82B
5
WRF
Waddell & Reed Financial
Kansas
$168M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$568M
2
State Street
State Street
Massachusetts
$7.37B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$3.55B
4
BIT
BlackRock Institutional Trust
California
$4.7B
5
AllianceBernstein
AllianceBernstein
Tennessee
$1.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1601
CapWealth Advisors
Tennessee
$183K – – –
CFA
1602
CT Financial Advisors
Pennsylvania
$181K – – –
ECM
1603
Element Capital Management
New York
$171K +$171K +1,500 New
CHP
1604
Cable Hill Partners
Oregon
$161K -$2.09K -18 -1%
HCP
1605
Holt Capital Partners
Texas
$160K – – –
CFG
1606
CKW Financial Group
Hawaii
$158K -$94K -822 -37%
TWMP
1607
Taylor Wealth Management Partners
Massachusetts
$154K +$127K +1,110 +468%
F
1608
FolioMetrix
Nebraska
$151K -$39.1K -503 -21%
MBT
1609
Monroe Bank & Trust
Michigan
$148K – – –
RP
1610
Rowlandmiller & Partners
Georgia
$141K +$1.14K +10 +0.8%
WP
1611
WealthPLAN Partners
Nebraska
$139K +$9.5K +83 +7%
IPC
1612
Independent Portfolio Consultants
Florida
$139K +$62.4K +547 +82%
FA
1613
Financial Advantage
Maryland
$137K -$30K -263 -18%
CAW
1614
Cornerstone Advisors (Washington)
Washington
$137K +$2.06K +18 +2%
GWA
1615
Genesis Wealth Advisors
Massachusetts
$135K +$10.6K +93 +9%
CPIG
1616
Chicago Partners Investment Group
Illinois
$133K +$58.9K +573 +79%
MS
1617
Marshall & Sullivan
Washington
$131K – – –
BAM
1618
Bruderman Asset Management
New York
$126K +$17.1K +150 +16%
NYLT
1619
New York Life Trust
New York
$120K +$229 +2 +0.2%
KT
1620
Kanaly Trust
Texas
$120K +$31.3K +275 +35%
BL
1621
Balentine LLC
Georgia
$118K +$14.6K +128 +14%
Fiera Capital (Canada)
1622
Fiera Capital (Canada)
Quebec, Canada
$113K +$261 +2,288 +0.2%
MA
1623
MCF Advisors
Kentucky
$107K – – –
EP
1624
Edinburgh Partners
United Kingdom
$105K – – –
AFIA
1625
America First Investment Advisors
Nebraska
$104K – – –
63 64
65
66 67