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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 %
WC
2701
Whitney & Co
New York
$360K – – –
MCG
2702
MACRO Consulting Group
New Jersey
$359K -$11.1K -61 -3%
MW
2703
MBL Wealth
North Carolina
$359K +$359K +1,980 New
BC
2704
Brio Consultants
California
$356K -$34.9K -193 -9%
EE
2705
EWG Elevate
California
$356K +$544 +3 +0.2%
CCM
2706
Chickasaw Capital Management
Tennessee
$354K – – –
RSWM
2707
Robertson Stephens Wealth Management
California
$353K -$3.62K -20 -1%
CAM
2708
CenterStar Asset Management
Illinois
$352K -$2.5M – –
LGA
2709
Lebenthal Global Advisors
New York
$352K +$352K +1,946 New
SW
2710
StrongBox Wealth
Missouri
$351K -$19.4K -107 -5%
LCC
2711
Lincoln Capital Corp
Rhode Island
$351K +$13.8K +76 +4%
AWS
2712
Arkfeld Wealth Strategies
Nebraska
$350K +$101K +792 +40%
OWM
2713
Opes Wealth Management
California
$349K +$23.9K +132 +7%
MAM
2714
MMA Asset Management
Pennsylvania
$349K +$349K +1,928 New
GA
2715
Geller Advisors
New York
$347K – – –
JWM
2716
JGP Wealth Management
Oregon
$347K +$7.93K +44 +2%
SAG
2717
Spotlight Asset Group
Illinois
$346K -$60.3K -333 -15%
4WM
2718
4J Wealth Management
Virginia
$346K +$346K +1,912 New
PAG
2719
Pinnacle Advisory Group
Maryland
$345K -$16.1K -89 -4%
PG
2720
Pendal Group
Australia
$345K +$345K +1,905 New
NCM
2721
Next Capital Management
New York
$344K -$18.1K -100 -5%
JI
2722
Jeereddi Investments
California
$344K – – –
RWG
2723
Regal Wealth Group
California
$344K +$181 +1 +0.1%
SB
2724
Strategic Blueprint
Georgia
$344K +$344K +1,900 New
NQWM
2725
Northwest Quadrant Wealth Management
Oregon
$342K – – –
107 108
109
110 111