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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 %
FFG
2576
Ford Financial Group
California
$458K -$12.7K -70 -3%
ML
2577
McAdam LLC
Pennsylvania
$458K +$25.2K +141 +6%
FNBSF
2578
First National Bank Sioux Falls
South Dakota
$456K – – –
KIM
2579
Karpus Investment Management
New York
$456K – – –
OGC
2580
Oak Grove Capital
New Hampshire
$454K +$180K +991 +65%
TP
2581
Tranquility Partners
Tennessee
$453K -$7.25K -40 -2%
WCM
2582
Wisconsin Capital Management
Wisconsin
$453K +$453K +2,500 New
PAM
2583
Paradigm Asset Management
New York
$453K -$670K -3,700 -60%
AWP
2584
Abacus Wealth Partners
California
$451K +$451K +2,492 New
SAM
2585
Security Asset Management
New York
$451K -$29.3K -162 -6%
QCIG
2586
Quad-Cities Investment Group
Iowa
$451K – – –
MWM
2587
Mascoma Wealth Management
New Hampshire
$451K +$451K +2,490 New
Financial Engines Advisors
2588
Financial Engines Advisors
California
$450K -$102K -562 -18%
MFGM
2589
Marshall Financial Group (Maryland)
Maryland
$450K +$450K +2,482 New
PFA
2590
Pathway Financial Advisors
Vermont
$449K -$9.45K -50 -2%
FPWM
2591
FSB Premier Wealth Management
Iowa
$448K +$448K +2,473 New
SDWMA
2592
Schneider Downs Wealth Management Advisors
Pennsylvania
$447K +$13.8K +76 +3%
DBRC
2593
D.B. Root & Company
Pennsylvania
$447K +$82.8K +457 +23%
CC
2594
Copperleaf Capital
North Carolina
$447K +$96.9K +535 +28%
AMG
2595
Advisors Management Group
Wisconsin
$445K +$6.7K +37 +2%
SIAG
2596
Safeguard Investment Advisory Group
California
$444K +$444K +2,450 New
FC
2597
Fairpointe Capital
Illinois
$443K -$94K -519 -18%
TCM
2598
Teza Capital Management
Illinois
$443K +$443K +2,444 New
CFA
2599
Capstone Financial Advisors
Illinois
$441K -$1.99K -11 -0.4%
SAM
2600
Summit Asset Management
Tennessee
$441K +$1.81K +10 +0.4%
102 103
104
105 106