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Walt Disney
DIS

Overview Fund Activity

3,098 hedge funds and large institutions have $217B invested in Walt Disney in 2020 Q4 according to their latest regulatory filings, with 519 funds opening new positions, 1,150 increasing their positions, 1,190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,098
Holders Change
+396
Holders Change %
+14.66%
% of All Funds
54.97%
Holding in Top 10
408
Holding in Top 10 Change
+251
Holding in Top 10 Change %
+159.87%
% of All Funds
7.24%
New
519
Increased
1,150
Reduced
1,190
Closed
81
Calls
$8.27B
Puts
$8.75B
Net Calls
-$482M
Net Calls Change
+$532M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$958M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$774M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$621M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$601M
5
Morgan Stanley
Morgan Stanley
New York
+$596M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$741M
2
State Street
State Street
Massachusetts
-$558M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$393M
4
Bank of America
Bank of America
North Carolina
-$388M
5
Principal Financial Group
Principal Financial Group
Iowa
-$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
2476
Magnolia Capital Advisors
Mississippi
$547K +$12.1K +67 +2%
AC
2477
Avenir Corporation
Virginia
$547K +$109K +600 +25%
WDG
2478
Wealth Dimensions Group
Ohio
$547K +$547K +3,018 New
SGI
2479
Summit Global Investments
Utah
$547K +$547K +3,020 New
D
2480
Diversified
Delaware
$547K +$547K +4,412 New
MG
2481
Mather Group
Illinois
$546K -$89.5K -494 -14%
DAM
2482
Deltec Asset Management
New York
$545K – – –
HCM
2483
HM Capital Management
Missouri
$545K – – –
ECG
2484
EPIQ Capital Group
California
$545K – – –
DACG
2485
Donor Advised Charitable Giving
California
$544K – – –
UM
2486
Ulysses Management
New York
$544K +$544K +3,000 New
CPWM
2487
Cypress Point Wealth Management
Texas
$544K +$544K +3,000 New
SIA
2488
SkyView Investment Advisors
New Jersey
$544K +$544K +3,001 New
GFP
2489
Gryphon Financial Partners
Ohio
$541K -$29K -160 -5%
BHB
2490
Bank Hapoalim BM
Israel
$540K +$540K +2,979 New
HI
2491
Hudock Inc
Pennsylvania
$539K +$6.52K +36 +1%
SWM
2492
Sugarloaf Wealth Management
Georgia
$538K -$418K -2,307 -44%
RW
2493
REDW Wealth
New Mexico
$535K +$3.8K +21 +0.7%
CG
2494
Clarus Group
Texas
$535K +$535K +2,852 New
PGA
2495
Portland Global Advisors
Maine
$534K -$25.5K -141 -5%
HFP
2496
Holistic Financial Partners
Indiana
$533K +$152K +838 +40%
BAM
2497
Bellevue Asset Management
Washington
$532K -$17K -100 -3%
RIM
2498
Rockbridge Investment Management
New York
$532K +$1.63K +9 +0.3%
TWM
2499
Titus Wealth Management
California
$532K +$12K +66 +2%
MCM
2500
Marathon Capital Management
Maryland
$529K – – –
98 99
100
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