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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 %
RWI
2751
Red Wave Investments
Pennsylvania
$323K +$323K +1,785 New
RWA
2752
Redhawk Wealth Advisors
Minnesota
$322K +$1.45K +8 +0.5%
FPIS
2753
Financial Planning & Information Services
Wisconsin
$321K – – –
CAL
2754
Capital Advisors Ltd
Ohio
$320K +$25.9K +143 +9%
VV
2755
Verity & Verity
South Carolina
$319K +$319K +1,784 New
NL
2756
NKCFO LLC
Illinois
$317K – – –
OAM
2757
Occidental Asset Management
California
$317K +$19.9K +110 +7%
CCM
2758
Chiron Capital Management
Florida
$316K -$22.6K -125 -7%
KPWG
2759
KFA Private Wealth Group
Virginia
$316K -$21.4K -118 -6%
MWM
2760
Mattern Wealth Management
Kansas
$315K +$362 +2 +0.1%
RTS
2761
Round Table Services
New Jersey
$315K +$10.5K +58 +3%
GGS
2762
Galvin Gaustad & Stein
Arizona
$314K +$314K +1,734 New
GWM
2763
Greenwich Wealth Management
Connecticut
$313K -$28.8K -159 -8%
EI
2764
Ellevest Inc
New York
$313K -$8.33K -46 -3%
FA
2765
Fiducient Advisors
Illinois
$313K +$313K +1,726 New
ZAM
2766
Zevin Asset Management
Massachusetts
$311K – – –
CH
2767
Canton Hathaway
Rhode Island
$311K +$311K +1,715 New
JBA
2768
Johnson Bixby & Associates
Washington
$310K +$310K +1,712 New
CFS
2769
Cannon Financial Strategists
Georgia
$308K -$7.43K -41 -2%
APW
2770
Acima Private Wealth
Virginia
$308K -$41.7K -230 -12%
HL
2771
HeadInvest LLC
Maine
$307K +$307K +1,693 New
BIA
2772
Barry Investment Advisors
Massachusetts
$306K -$58.5K -323 -16%
CCM
2773
Carlson Capital Management
Minnesota
$306K +$4.82K +27 +2%
CQS
2774
Credential Qtrade Securities
$306K -$26.3M -144,939 -99%
GEM
2775
Global Endowment Management
North Carolina
$304K -$221K -1,220 -42%
109 110
111
112 113