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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 %
WCM
1951
Wedge Capital Management
North Carolina
$207K +$207K +1,930 New
JSL
1952
JT Stratford LLC
Georgia
$205K -$1.8M -16,698 -90%
CIC
1953
Chase Investment Counsel
Virginia
$205K -$16K -150 -7%
EVM
1954
Evelyn V. Moreno
$205K +$205K +1,900 New
PGA
1955
Portland Global Advisors
Maine
$204K -$15K -140 -7%
WA
1956
WP Advisors
California
$204K +$204K +1,901 New
WA
1957
WealthTrust-Arizona
Arizona
$203K +$160K +1,488 +370%
ACG
1958
Allen Capital Group
Nebraska
$203K +$203K +1,885 New
WFMPM
1959
Woodley Farra Manion Portfolio Management
Indiana
$203K +$203K +1,885 New
RWMH
1960
Riverpoint Wealth Management Holdings
Illinois
$202K -$107K -986 -35%
KWMG
1961
King Wealth Management Group
Florida
$202K -$45.6K -425 -18%
TDC
1962
Thompson Davis & Co
Virginia
$202K +$141K +1,313 +230%
MTC
1963
McDaniel Terry & Co
Texas
$202K +$202K +1,882 New
SC
1964
SRB Corp
Massachusetts
$200K +$12.4K +115 +7%
PGA
1965
Premia Global Advisors
Florida
$200K +$200K +1,869 New
WAP
1966
Wealthcare Advisory Partners
Pennsylvania
$197K +$41.9K +390 +27%
AP
1967
Atwood & Palmer
Missouri
$194K – – –
BDWM
1968
Brewin Dolphin Wealth Management
Ireland
$190K -$10.8K -100 -5%
AWM
1969
Aevitas Wealth Management
Massachusetts
$183K +$183K +1,703 New
KF
1970
Krilogy Financial
Missouri
$177K -$9.05K -84 -5%
ACM
1971
Armbruster Capital Management
New York
$177K – – –
CFD
1972
Creative Financial Designs
Indiana
$176K +$39.1K +365 +29%
GAM
1973
Gemmer Asset Management
California
$173K -$5.37K -50 -3%
AI
1974
ArchPoint Investors
Florida
$171K +$10.9K +100 +7%
CFN
1975
Cordasco Financial Network
Florida
$165K – – –
77 78
79
80 81