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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 %
TA
2676
Trellis Advisors
Washington
$381K +$724 +4 +0.2%
CA
2677
Continuum Advisory
Idaho
$380K +$13.2K +73 +4%
KM
2678
Kalos Management
Georgia
$378K -$2.96K -16 -0.8%
TC
2679
Tatro Capital
Kentucky
$377K +$35K +193 +10%
BWM
2680
Buckley Wealth Management
Nevada
$376K -$461K -2,550 -55%
FMTCOCP
2681
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$376K -$12.7K -70 -3%
PCM
2682
Pennsylvania Capital Management
Pennsylvania
$376K – – –
TWM
2683
TMD Wealth Management
Arizona
$376K +$376K +2,076 New
FSC
2684
Full Sail Capital
Oklahoma
$375K -$27.3K -161 -7%
FA
2685
Financial Advisors
Massachusetts
$373K – – –
TIM
2686
Tortoise Investment Management
New York
$372K +$9.06K +50 +2%
GIM
2687
Greylin Investment Management
Virginia
$371K – – –
CMBA
2688
C.M. Bidwell & Associates
Hawaii
$369K -$78.7K -435 -18%
ADMI
2689
Albert D. Mason Inc
Massachusetts
$369K – – –
CIC
2690
Cutler Investment Counsel
Oregon
$369K +$905 +5 +0.2%
DC
2691
Defender Capital
North Carolina
$368K +$5.44K +30 +2%
EIG
2692
Ellenbecker Investment Group
Wisconsin
$367K -$9.95K -55 -3%
SAM
2693
S.A. Mason
Michigan
$366K -$41.7K -230 -10%
HWMG
2694
Hurlow Wealth Management Group
Indiana
$366K -$362 -2 -0.1%
UWM
2695
USAdvisors Wealth Management
Minnesota
$365K -$52.6K -312 -13%
SDH
2696
Sloy Dahl & Holst
Washington
$363K -$4.21K -29 -1%
PAM
2697
Premier Asset Management
Illinois
$363K – – –
CM
2698
Castleark Management
Illinois
$362K – – –
SC
2699
Sovarnum Capital
New York
$362K +$362K +2,000 New
SHWM
2700
Smith & Howard Wealth Management
Georgia
$360K – – –
106 107
108
109 110