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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 %
AGA
1726
Accuvest Global Advisors
Utah
$257K -$550K -5,290 -68%
VA
1727
Valmark Advisers
Ohio
$257K +$257K +2,467 New
AWM
1728
AllSquare Wealth Management
New York
$255K – – –
AP
1729
Atwood & Palmer
Missouri
$252K – – –
IP
1730
Intellectus Partners
California
$252K +$252K +2,409 New
KM
1731
Kalos Management
Georgia
$251K -$73.5K -705 -23%
KA
1732
KLCM Advisors
Wisconsin
$250K -$344K -3,300 -58%
MRI
1733
Mad River Investors
Massachusetts
$250K – – –
LD
1734
Lipe & Dalton
New York
$249K – – –
NIA
1735
Northstar Investment Advisors
Colorado
$249K +$249K +2,385 New
BFA
1736
Beaumont Financial Advisors
Massachusetts
$248K +$5.63K +54 +2%
ACM
1737
Alta Capital Management
Utah
$247K -$39.8K -382 -14%
CCA
1738
Clearwater Capital Advisors
Illinois
$247K -$31.9K -300 -11%
BBNB
1739
Baker Boyer National Bank
Washington
$247K -$21.9K -210 -8%
TIP
1740
Torray Investment Partners
Maryland
$247K – – –
HDIM
1741
Hanson & Doremus Investment Management
Vermont
$246K – – –
HCM
1742
Hengehold Capital Management
Ohio
$246K -$25.1K -240 -9%
CA
1743
CapWealth Advisors
Tennessee
$246K -$24.3K -233 -9%
CPA
1744
Capital Planning Advisors
California
$246K +$1.04K +10 +0.4%
ACP
1745
Aveo Capital Partners
Colorado
$245K +$245K +2,350 New
FIM
1746
Fernwood Investment Management
Massachusetts
$241K +$2.6K +25 +1%
GBBWRPM
1747
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$240K +$56.8K +541 +31%
VAS
1748
Valicenti Advisory Services
New York
$239K – – –
SFWA
1749
Summit Financial Wealth Advisors
Louisiana
$239K +$12.8K +123 +6%
CIP
1750
Capital Insight Partners
Arizona
$238K +$238K +2,285 New
68 69
70
71 72