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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 %
NA
2626
Nottingham Advisors
New York
$417K -$116K -641 -22%
CCA
2627
Column Capital Advisors
Indiana
$416K +$51.3K +283 +14%
RA
2628
Reby Advisors
Connecticut
$416K +$416K +2,296 New
MTIM
2629
Marathon Trading Investment Management
Pennsylvania
$414K -$1.7M -9,400 -80%
FCM
2630
Firestone Capital Management
Florida
$414K +$32.1K +177 +8%
SIA
2631
Sit Investment Associates
Minnesota
$413K – – –
OPWM
2632
Oxinas Partners Wealth Management
Indiana
$413K +$413K +2,279 New
PCMK
2633
Paragon Capital Management (Kansas)
Kansas
$411K -$50.8K -280 -11%
LWIC
2634
Leith Wheeler Investment Counsel
British Columbia, Canada
$408K – – –
PWC
2635
PYA Waltman Capital
Tennessee
$408K – – –
WFA
2636
Websterrogers Financial Advisors
South Carolina
$408K +$408K +2,371 New
CIC
2637
Chase Investment Counsel
Virginia
$406K -$424K -2,343 -51%
CWP
2638
Concord Wealth Partners
Virginia
$406K +$406K +2,243 New
SWP
2639
Summit Wealth Partners
Florida
$406K -$187K -1,033 -32%
SFG
2640
StrategIQ Financial Group
Indiana
$405K -$3.27K -18 -0.8%
FCIM
2641
Fairview Capital Investment Management
California
$405K – – –
FWM
2642
Focused Wealth Management
New York
$404K -$16.1K -89 -4%
HAFS
2643
Hapanowicz & Associates Financial Services
Pennsylvania
$403K – – –
ACA
2644
Ackerman Capital Advisors
Texas
$402K -$254K -1,400 -39%
ACM
2645
AUA Capital Management
Pennsylvania
$402K – – –
SNBOSD
2646
Security National Bank of So Dak
Iowa
$402K – – –
WCWM
2647
Willow Creek Wealth Management
California
$401K +$1.63K +9 +0.4%
KIG
2648
Kowal Investment Group
Wisconsin
$401K +$401K +2,277 New
SFWA
2649
Summit Financial Wealth Advisors
Louisiana
$400K -$80.1K -645 -17%
PWA
2650
Phoenix Wealth Advisors
North Carolina
$400K +$400K +2,207 New
104 105
106
107 108