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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 %
BFG
2776
Berger Financial Group
Minnesota
$304K +$304K +1,677 New
BDF
2777
Black Diamond Financial
Maryland
$303K +$303K +1,673 New
Wealth Enhancement Advisory Services
2778
Wealth Enhancement Advisory Services
Minnesota
$303K +$303K +1,770 New
VCM
2779
Versant Capital Management
Arizona
$302K -$4.52K -25 -1%
HFM
2780
Harvest Fund Management
China
$301K +$103K +567 +52%
FRA
2781
Frank Rimerman Advisors
California
$301K +$301K +1,661 New
HPC
2782
Hobart Private Capital
North Carolina
$301K -$86.3K -476 -22%
MWM
2783
Maltin Wealth Management
New Jersey
$299K +$181 +1 +0.1%
LWA
2784
Lenox Wealth Advisors
New York
$299K +$9.95K +55 +3%
XM
2785
XTX Markets
New York
$298K +$298K +1,645 New
FSCM
2786
Front Street Capital Management
Montana
$297K +$297K +1,637 New
AWM
2787
Alterna Wealth Management
Texas
$296K -$59.2K -327 -17%
GPA
2788
Guidance Point Advisors
Massachusetts
$295K -$33.8K -187 -10%
WFA
2789
WestHill Financial Advisors
California
$294K +$294K +1,625 New
TI
2790
Truehand Inc
New Hampshire
$292K – – –
CCM
2791
Cribstone Capital Management
Maine
$291K +$181K +1,000 +164%
SAMC
2792
Spectrum Asset Management (California)
California
$291K +$291K +1,604 New
HA
2793
HYA Advisors
Missouri
$290K +$290K +1,599 New
PIM
2794
Profit Investment Management
Maryland
$290K +$290K +1,600 New
BMCM
2795
Black Maple Capital Management
Wisconsin
$290K +$290K +1,600 New
BLAM
2796
Bourne Lent Asset Management
New York
$290K +$290K +1,600 New
TW
2797
Transform Wealth
Colorado
$289K -$668K -3,690 -70%
TCWM
2798
Total Clarity Wealth Management
Illinois
$289K +$289K +1,593 New
FAG
2799
Financial Advisory Group
Texas
$288K +$288K +1,590 New
DJYG
2800
David J. Yvars Group
Florida
$288K +$288K +1,591 New
110 111
112
113 114