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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
1
BlackRock
New York
$10B
2
Citadel Advisors
2
Citadel Advisors
Florida
$233M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$649M
4
SIM
4
SRS Investment Management
New York
$183M
5
Bessemer Group
5
Bessemer Group
New Jersey
$242M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$2.86M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$234M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$190M
4
AL
4
AJO LP
Pennsylvania
$44.8M
5
Capital International Investors
5
Capital International Investors
California
$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCG
1901
Sonata Capital Group
Washington
$240K – – –
RCG
1902
Ruggie Capital Group
Florida
$240K +$8.38K +78 +4%
OMC
1903
Overbrook Management Corp
New York
$239K – – –
SFS
1904
Summit Financial Strategies
Ohio
$239K +$8.51K +79 +4%
TIM
1905
Tortoise Investment Management
New York
$238K -$5.8K -54 -2%
OWA
1906
One Wealth Advisors
California
$236K +$236K +2,193 New
SAM
1907
SignalPoint Asset Management
Missouri
$235K +$16.1K +150 +7%
LFA
1908
Legacy Financial Advisors
Kentucky
$235K +$235K +2,189 New
AA
1909
Alesco Advisors
New York
$234K – – –
HCP
1910
Holt Capital Partners
Texas
$234K – – –
BBNB
1911
Baker Boyer National Bank
Washington
$233K – – –
DWM
1912
Dakota Wealth Management
Florida
$233K +$233K +2,164 New
HFA
1913
Huber Financial Advisors
Illinois
$233K +$233K +2,171 New
JSA
1914
Jacobson & Schmitt Advisors
Wisconsin
$232K – – –
WC
1915
Whitney & Co
New York
$231K +$231K +2,145 New
CCB
1916
Cutter & Co Brokerage
Missouri
$230K -$10.4K -97 -4%
SHA
1917
Seneca House Advisors
Virginia
$230K +$230K +2,142 New
KI
1918
Koch Industries
Kansas
$228K -$272K -2,531 -54%
NQWM
1919
Northwest Quadrant Wealth Management
Oregon
$228K -$11.6K -111 -5%
CC
1920
Capital Counsel
New York
$228K +$228K +2,120 New
PCMC
1921
Paragon Capital Management (Colorado)
Colorado
$227K -$13.5K -126 -6%
SMH
1922
Sanders Morris Harris
Texas
$227K +$227K +2,111 New
FFA
1923
Fragasso Financial Advisors
Pennsylvania
$226K -$50.9K -474 -18%
TCM
1924
Traynor Capital Management
Pennsylvania
$225K +$225K +2,100 New
SFG
1925
Sather Financial Group
Texas
$224K – – –
75 76
77
78 79