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Walt Disney
DIS

Overview Fund Activity

2,103 hedge funds and large institutions have $102B invested in Walt Disney in 2017 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 709 increasing their positions, 879 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,103
Holders Change
+236
Holders Change %
+12.64%
% of All Funds
47.76%
Holding in Top 10
102
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+21.43%
% of All Funds
2.32%
New
319
Increased
709
Reduced
879
Closed
63
Calls
$2.4B
Puts
$3.53B
Net Calls
-$1.13B
Net Calls Change
-$5.03M

Top Buyers

1
BlackRock
BlackRock
New York
+$485M
2
Citadel Advisors
Citadel Advisors
Florida
+$233M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$200M
4
SIM
SRS Investment Management
New York
+$183M
5
Bessemer Group
Bessemer Group
New Jersey
+$170M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$432M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$246M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$189M
4
AL
AJO LP
Pennsylvania
-$177M
5
Capital International Investors
Capital International Investors
California
-$166M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
1601
Certified Advisory Corp
Florida
$547K +$547K +5,095 New
TCM
1602
Tradewinds Capital Management
Washington
$545K +$215 +2 +0%
BWM
1603
Bernicke Wealth Management
Wisconsin
$543K +$48.9K +455 +10%
AIM
1604
Aspen Investment Management
Michigan
$542K -$5.38K -50 -1%
FHC
1605
First Heartland Consultants
Missouri
$541K -$374K -3,481 -41%
FP
1606
FDO Partners
Massachusetts
$540K -$1.51M -14,055 -74%
LWS
1607
Lucia Wealth Services
California
$538K +$538K +5,008 New
GLI
1608
Guardian Life Insurance
New York
$537K +$161K +1,498 +43%
LCM
1609
Leisure Capital Management
California
$536K +$55.9K +520 +12%
WP
1610
WealthPLAN Partners
Nebraska
$536K +$64.3K +598 +14%
WWM
1611
Wagner Wealth Management
South Carolina
$533K +$533K +4,806 New
MFBTD
1612
MB Financial Bank - Trust Department
Illinois
$531K – – –
FHAM
1613
Folger Hill Asset Management
New York
$531K +$531K +4,939 New
VC
1614
Vicus Capital
Pennsylvania
$528K +$143K +1,331 +37%
MLFP
1615
MPS Loria Financial Planners
Illinois
$524K – – –
CYG
1616
Clean Yield Group
Vermont
$523K -$39.6K -368 -7%
VA
1617
Valmark Advisers
Ohio
$522K +$273K +2,539 +109%
BWM
1618
Baystate Wealth Management
Massachusetts
$521K -$17.2K -155 -3%
CIAS
1619
Capital Investment Advisory Services
North Carolina
$519K +$16.4K +152 +3%
WP
1620
WealthSource Partners
California
$518K -$452K -4,198 -47%
AF
1621
Advisornet Financial
Minnesota
$518K +$518K +4,815 New
SFM
1622
Signature Financial Management
Virginia
$517K -$258K -2,390 -33%
OC
1623
Oarsman Capital
Wisconsin
$515K -$21.5K -200 -4%
GI
1624
Gradient Investments
Minnesota
$514K +$3.65K +34 +0.7%
SWA
1625
SFMG Wealth Advisors
Texas
$511K +$53.9K +501 +12%
63 64
65
66 67