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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 %
CWA
2526
Clarus Wealth Advisors
Arizona
$500K -$10K -56 -2%
TW
2527
Towerpoint Wealth
California
$500K +$500K +2,762 New
OFS
2528
Oldfather Financial Services
Nebraska
$495K +$12.1K +67 +3%
BFWA
2529
Benchmark Financial Wealth Advisors
Florida
$491K -$30.8K -170 -6%
WPA
2530
Winning Points Advisors
Florida
$490K -$280K -1,544 -36%
WCA
2531
Windsor Creek Advisors
Vermont
$489K -$47.8K -264 -9%
GCP
2532
GSA Capital Partners
United Kingdom
$489K +$128K +704 +35%
VAG
2533
VisionPoint Advisory Group
Texas
$488K -$45.3K -250 -8%
CCA
2534
Clearwater Capital Advisors
Illinois
$488K +$14.5K +80 +3%
SFG
2535
Sovereign Financial Group
Connecticut
$488K +$488K +2,693 New
ACP
2536
Arcus Capital Partners
Georgia
$488K +$488K +2,695 New
5L
2537
55I LLC
Massachusetts
$484K -$209K -1,154 -30%
AC
2538
Avestar Capital
New York
$484K +$102K +565 +27%
SAM
2539
SignalPoint Asset Management
Missouri
$482K +$9.07K +50 +2%
AP
2540
Atwood & Palmer
Missouri
$481K +$49K +270 +11%
PCM
2541
Perritt Capital Management
Illinois
$480K +$480K +2,650 New
LA
2542
Latitude Advisors
Florida
$478K +$478K +2,636 New
PWA
2543
Physician Wealth Advisors
Utah
$477K +$2.01K +11 +0.4%
CWM
2544
Cahaba Wealth Management
Georgia
$477K +$12.9K +75 +3%
AC
2545
Apella Capital
Connecticut
$477K +$18.1K +100 +4%
ME
2546
McIlrath & Eck
Washington
$476K +$9.97K +55 +2%
AAM
2547
AMI Asset Management
California
$474K -$154K -849 -24%
SPIO
2548
Seven Post Investment Office
California
$473K – – –
BOCM
2549
Bontempo Ohly Capital Management
Maryland
$473K – – –
KOMWMG
2550
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$473K +$18.1K +100 +4%
100 101
102
103 104