DIS icon

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 %
RCM
2801
Requisite Capital Management
Texas
$286K -$131K -721 -31%
WCM
2802
Washburn Capital Management
Florida
$285K +$285K +1,574 New
CWM
2803
Curi Wealth Management
North Carolina
$284K +$284K +1,573 New
DSAM
2804
Dock Street Asset Management
Florida
$283K -$1.15M -6,326 -80%
RWRC
2805
R.W. Roge & Company
New York
$283K +$283K +1,561 New
DW
2806
Domani Wealth
Pennsylvania
$282K -$228K -1,258 -45%
AWM
2807
AllSquare Wealth Management
New York
$282K -$18.1K -100 -6%
SFA
2808
Souders Financial Advisors
Ohio
$282K +$362 +2 +0.1%
SIC
2809
SFE Investment Counsel
California
$281K +$281K +1,551 New
OWA
2810
Outlook Wealth Advisors
Texas
$280K -$16.5K -91 -6%
CCA
2811
Cadent Capital Advisors
Oklahoma
$280K +$280K +1,544 New
AP
2812
Adero Partners
California
$279K -$57.4K -316 -17%
PHS
2813
Pekin Hardy Strauss
Illinois
$279K +$279K +1,540 New
HFAS
2814
Hummer Financial Advisory Services
Illinois
$278K +$278K +1,534 New
NEPPG
2815
New England Professional Planning Group
Rhode Island
$276K +$276K +1,518 New
TF
2816
TimeScale Financial
Massachusetts
$275K -$18.1K -100 -6%
IIM
2817
InTrack Investment Management
Vermont
$275K +$275K +1,517 New
FAM
2818
Fenimore Asset Management
New York
$274K +$274K +1,513 New
CPW
2819
Catalyst Private Wealth
California
$272K – – –
UFA
2820
US Financial Advisors
Massachusetts
$272K +$272K +1,500 New
SWM
2821
Shakespeare Wealth Management
Wisconsin
$272K +$272K +1,501 New
CCM
2822
Campbell Capital Management
Florida
$272K +$272K +1,545 New
SFP
2823
Sterling Financial Planning
New Jersey
$271K +$271K +1,496 New
SFA
2824
Semmax Financial Advisors
North Carolina
$270K -$28.3K -156 -9%
PP
2825
Pegasus Partners
Wisconsin
$270K +$270K +1,491 New
111 112
113
114 115