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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 %
AWMG
1926
Alliance Wealth Management Group
New Jersey
$223K -$229K -2,132 -51%
BWM
1927
BigSur Wealth Management
Florida
$222K +$222K +2,050 New
CGL
1928
Clarius Group LLC
Washington
$220K – – –
LCM
1929
Lucas Capital Management
New Jersey
$220K +$220K +2,049 New
DP
1930
Dearborn Partners
Illinois
$219K -$10.8K -100 -5%
ACA
1931
Anchor Capital Advisors
Massachusetts
$218K – – –
DE
1932
Day & Ennis
Georgia
$218K +$218K +2,028 New
PO
1933
Private Ocean
California
$217K +$33.6K +313 +18%
AIFS
1934
A&I Financial Services
Colorado
$217K +$217K +2,019 New
CM
1935
Castleark Management
Illinois
$215K – – –
SC
1936
Sovarnum Capital
New York
$215K +$215K +2,000 New
RC
1937
RBF Capital
California
$215K +$215K +2,000 New
AIA
1938
AIMZ Investment Advisors
California
$215K +$215K +2,001 New
FPIS
1939
Financial Planning & Information Services
Wisconsin
$215K +$215K +2,003 New
LWM
1940
Lyell Wealth Management
California
$214K -$1.37M -12,628 -86%
NPT
1941
Nixon Peabody Trust
Massachusetts
$214K -$26.3K -244 -11%
PBO
1942
Peoples Bank (Ohio)
Ohio
$214K +$214K +1,994 New
MCM
1943
Marathon Capital Management
Maryland
$214K +$214K +1,994 New
SIM
1944
Sonora Investment Management
Arizona
$213K +$12.8K +119 +6%
FIM
1945
Fernwood Investment Management
Massachusetts
$213K +$213K +1,983 New
FLII
1946
First Long Island Investors
New York
$212K -$22.2K -206 -9%
MWM
1947
Mascoma Wealth Management
New Hampshire
$211K +$4.35K +40 +2%
PWPS
1948
Pinnacle Wealth Planning Services
Ohio
$211K +$211K +1,964 New
HGWM
1949
Harvest Group Wealth Management
Massachusetts
$209K +$209K +1,946 New
VIM
1950
Veritas Investment Management
United Kingdom
$208K – – –
76 77
78
79 80