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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 %
LWMG
2601
Levy Wealth Management Group
Pennsylvania
$441K +$441K +2,433 New
PMG
2602
Private Management Group
California
$440K -$87.6K -483 -17%
TF
2603
TRH Financial
Iowa
$437K +$111K +611 +34%
AL
2604
ADE LLC
Maryland
$437K +$437K +2,410 New
MRI
2605
Mad River Investors
Massachusetts
$435K – – –
AWMG
2606
Alliance Wealth Management Group
New Jersey
$435K +$435K +2,399 New
BCM
2607
Bayesian Capital Management
New York
$435K +$435K +2,400 New
BCM
2608
Bienville Capital Management
New York
$433K -$5.38M -29,700 -93%
CHA
2609
Carmichael Hill & Associates
Maryland
$433K – – –
MIC
2610
Meridian Investment Counsel
California
$433K – – –
SAMT
2611
Select Asset Management & Trust
Pennsylvania
$433K +$433K +2,391 New
LSC
2612
Lesa Sroufe & Co
Washington
$431K – – –
LD
2613
Lipe & Dalton
New York
$431K – – –
SAS
2614
Sanford Advisory Services
Michigan
$431K +$431K +2,378 New
GSEP
2615
Golden State Equity Partners
California
$431K +$431K +2,381 New
AMC
2616
Asset Management Corp
Illinois
$430K -$702K -4,088 -62%
LWP
2617
Legacy Wealth Planning
Nevada
$429K +$2.9K +16 +0.7%
APWA
2618
Atlas Private Wealth Advisors
New Jersey
$429K +$55.5K +306 +15%
CI
2619
CX Institutional
Indiana
$428K +$64.2K +354 +18%
GWA
2620
GGM Wealth Advisors
Maryland
$428K +$428K +2,436 New
CST
2621
Charles Schwab Trust
Nevada
$425K -$22.8K -126 -5%
PCMC
2622
Private Capital Management (Colorado)
Colorado
$425K +$425K +2,345 New
WBG
2623
Wharton Business Group
Pennsylvania
$424K +$11.8K +65 +3%
GB
2624
Goepper Burkhardt
South Carolina
$423K +$423K +2,336 New
OKSA
2625
O'Keefe Stevens Advisory
New York
$420K -$11.8K -65 -3%
103 104
105
106 107