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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 %
AA
2651
Alesco Advisors
New York
$399K +$14.5K +80 +4%
TCMP
2652
Thrive Capital Management (Pennsylvania)
Pennsylvania
$399K +$399K +2,202 New
PAA
2653
Peregrine Asset Advisers
Oregon
$398K +$1.81K +10 +0.5%
RWMH
2654
Riverpoint Wealth Management Holdings
Illinois
$397K – – –
POIA
2655
Pin Oak Investment Advisors
Texas
$397K +$21.2K +117 +6%
PBF
2656
Petix & Botte Financial
California
$395K -$4.16K -23 -1%
HNW
2657
High Note Wealth
Minnesota
$395K +$395K +2,181 New
CISOA
2658
Capital Investment Services of America
Wisconsin
$394K +$394K +2,176 New
AWA
2659
Aaron Wealth Advisors
Illinois
$394K +$394K +2,179 New
I2I
2660
Insight 2811 Inc
Illinois
$393K -$38.3K -211 -9%
MWM
2661
MorganRosel Wealth Management
Colorado
$393K – – –
CDIA
2662
Capital Directions Investment Advisors
Georgia
$393K – – –
EPWM
2663
Essex Private Wealth Management
Massachusetts
$393K – – –
TCPWM
2664
Traverso Chambers Private Wealth Management
California
$392K -$9.06K -50 -2%
DWMG
2665
DB Wealth Management Group
California
$392K +$392K +2,164 New
WIA
2666
World Investment Advisors
California
$391K +$391K +2,085 New
ESCM
2667
Echo Street Capital Management
New York
$390K +$390K +2,153 New
SIS
2668
Sound Income Strategies
Florida
$389K -$214K -1,179 -35%
CA
2669
Capital Advantage
California
$389K +$4.99K +28 +1%
MAG
2670
Mayfair Advisory Group
Alabama
$388K -$99.7K -550 -20%
WDL
2671
Well Done LLC
Michigan
$388K +$388K +2,142 New
TB
2672
Terril Brothers
Missouri
$387K -$32.8K -181 -8%
SRC
2673
Sage Rhino Capital
California
$385K +$15.4K +85 +4%
AWM
2674
Aevitas Wealth Management
Massachusetts
$383K +$11.6K +64 +3%
MWM
2675
Minot Wealth Management
Massachusetts
$382K +$382K +2,111 New
105 106
107
108 109