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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 %
MAM
2726
McCarthy Asset Management
California
$341K +$341K +1,882 New
FFC
2727
First Financial Corp
Indiana
$340K -$10.3K -57 -3%
BWM
2728
BT Wealth Management
Georgia
$339K -$16.1K -89 -5%
CC
2729
Caxton Corporation
New Jersey
$339K +$339K +1,870 New
GCP
2730
Gill Capital Partners
Colorado
$336K +$1.81K +10 +0.5%
PFA
2731
Pettinga Financial Advisors
Indiana
$336K +$336K +1,854 New
WFMPM
2732
Woodley Farra Manion Portfolio Management
Indiana
$335K -$143K -788 -30%
PM
2733
Penbrook Management
New York
$335K +$335K +1,850 New
BCM
2734
Breiter Capital Management
Florida
$334K -$90.7K -500 -21%
HWM
2735
Howard Wealth Management
Connecticut
$334K -$37.1K -205 -10%
EW
2736
Element Wealth
Mississippi
$334K +$6.34K +35 +2%
TCBWMS
2737
Texas Capital Bank Wealth Management Services
Texas
$333K -$9.35M -51,675 -97%
CA
2738
Crewe Advisors
Utah
$333K +$6.7K +37 +2%
CFA
2739
Cahill Financial Advisors
Minnesota
$331K +$19.4K +107 +6%
BB
2740
Bell Bank
North Dakota
$331K +$331K +1,826 New
HPIA
2741
Hamilton Point Investment Advisors
North Carolina
$330K – – –
AIA
2742
AIMZ Investment Advisors
California
$330K +$22.6K +125 +7%
WWM
2743
Wagner Wealth Management
South Carolina
$329K +$329K +1,814 New
GCMG
2744
Gyroscope Capital Management Group
Florida
$326K -$899K -4,964 -73%
Cohen & Steers
2745
Cohen & Steers
New York
$326K – – –
CIC
2746
Cornercap Investment Counsel
Georgia
$326K +$32.2K +223 +11%
DE
2747
Day & Ennis
Georgia
$325K +$906 +5 +0.3%
LFASL
2748
Lugano Financial Advisors SA (LFA)
Switzerland
$324K – – –
SA
2749
Shilanski & Associates
Alaska
$324K +$324K +1,790 New
DWP
2750
Destiny Wealth Partners
Florida
$323K +$323K +1,783 New
108 109
110
111 112