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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
$10B
2
Citadel Advisors
Citadel Advisors
Florida
$233M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$649M
4
SIM
SRS Investment Management
New York
$183M
5
Bessemer Group
Bessemer Group
New Jersey
$242M

Top Sellers

1
EIP
Epoch Investment Partners
New York
$2.86M
2
Fisher Asset Management
Fisher Asset Management
Washington
$234M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$190M
4
AL
AJO LP
Pennsylvania
$44.8M
5
Capital International Investors
Capital International Investors
California
$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
HHGA
1776
Halbert Hargrove Global Advisors
California
$343K +$1.51K +14 +0.4%
DCM
1777
Delpha Capital Management
New York
$342K +$342K +3,182 New
SG
1778
Swarthmore Group
Pennsylvania
$341K -$13.4K -125 -4%
KSA
1779
Ken Stern & Associates
California
$340K -$17.4K -162 -5%
FCCM
1780
First City Capital Management
Georgia
$339K – – –
AF
1781
Affiance Financial
Minnesota
$338K -$9.03K -84 -3%
ST
1782
Sabal Trust
Florida
$338K -$8.61K -80 -2%
NEPWA
1783
New England Private Wealth Advisors
Massachusetts
$338K -$5.07K -47 -1%
RPA
1784
Rock Point Advisors
Vermont
$335K -$16.1K -150 -5%
PRHC
1785
P.R. Herzig & Co
New York
$332K – – –
CP
1786
Coho Partners
Pennsylvania
$332K – – –
AFA
1787
Aurora Financial Advisors
Massachusetts
$332K +$332K +3,090 New
NP
1788
NorthRock Partners
Minnesota
$329K -$5.03K -46 -2%
SAM
1789
Security Asset Management
New York
$329K – – –
TVWM
1790
Tower View Wealth Management
Wisconsin
$329K +$329K +3,056 New
CL
1791
CPWM LLC
Washington
$328K -$92.9K -865 -22%
MPIA
1792
Mountain Pacific Investment Advisers
Idaho
$328K – – –
SIM
1793
SSI Investment Management
California
$327K -$431 -4 -0.1%
SIAS
1794
Shine Investment Advisory Services
Colorado
$327K +$32.7K +305 +11%
GEA
1795
Glen Eagle Advisors
New Jersey
$326K -$64.5K -600 -17%
LFR
1796
Lehman Financial Resources
Pennsylvania
$326K +$8.06K +75 +3%
ACM
1797
AUA Capital Management
Pennsylvania
$324K – – –
BFG
1798
Barber Financial Group
Kansas
$324K – – –
SFG
1799
StrategIQ Financial Group
Indiana
$324K +$14.8K +138 +5%
CHAM
1800
Clear Harbor Asset Management
Connecticut
$323K +$19.6K +182 +6%
70 71
72
73 74