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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 %
ACM
2501
Ategra Capital Management
Virginia
$529K -$155K -857 -23%
CSM
2502
CAMG Solamere Management
North Carolina
$528K -$1.57M -8,640 -75%
WI
2503
WrapManager Inc
California
$528K +$144K +793 +37%
WFAG
2504
Wescott Financial Advisory Group
Pennsylvania
$527K +$527K +2,908 New
HWA
2505
Hilltop Wealth Advisors
North Carolina
$525K – – –
CFN
2506
Cordasco Financial Network
Florida
$523K -$9.05K -50 -2%
EMG
2507
ETF Managers Group
New Jersey
$521K +$45.7K +252 +10%
ACM
2508
AlphaStar Capital Management
North Carolina
$521K +$87.5K +511 +20%
RPA
2509
Rock Point Advisors
Vermont
$518K – – –
FPCP
2510
Fort Point Capital Partners
California
$516K +$18.5K +102 +4%
SEP
2511
Southland Equity Partners
Missouri
$514K +$514K +2,836 New
PBO
2512
Peoples Bank (Ohio)
Ohio
$513K -$6.89K -38 -1%
NA
2513
Navellier & Associates
Nevada
$512K – – –
EWA
2514
Encompass Wealth Advisors
Oregon
$511K +$511K +2,820 New
TC
2515
Tacita Capital
Ontario, Canada
$509K +$509K +2,810 New
CCM
2516
Conway Capital Management
California
$508K +$508K +2,804 New
MTC
2517
McDaniel Terry & Co
Texas
$508K +$139K +765 +38%
CP
2518
Coho Partners
Pennsylvania
$507K -$2.54K -14 -0.5%
SNBOSCI
2519
Security National Bank of Sioux City Iowa
Iowa
$506K – – –
WAAG
2520
Wealth Alliance Advisory Group
Kansas
$506K +$18.1K +100 +4%
OR
2521
Olympiad Research
Connecticut
$506K +$506K +2,795 New
DAC
2522
Dividend Assets Capital
South Carolina
$504K -$34.6K -191 -6%
T
2523
TRUADVICE
Florida
$503K +$44.6K +274 +10%
YL
2524
YCG LLC
Texas
$500K -$4.47M -24,708 -90%
SWMG
2525
Strategic Wealth Management Group
Maryland
$500K -$21.9K -121 -4%
99 100
101
102 103