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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 %
IWP
2826
Innova Wealth Partners
Pennsylvania
$270K +$270K +1,491 New
HFA
2827
High Falls Advisors
New York
$269K +$269K +1,487 New
VIP
2828
Vantage Investment Partners
Missouri
$268K -$1.21M -6,668 -82%
NPPM
2829
North Point Portfolio Managers
Ohio
$268K +$268K +1,481 New
EFL
2830
ERn Financial LLC
Wisconsin
$267K +$267K +1,474 New
DS
2831
DRW Securities
Illinois
$266K -$70.4K -388 -21%
MWM
2832
MinichMacGregor Wealth Management
New York
$266K +$266K +1,469 New
WLIM
2833
White Lighthouse Investment Management
Massachusetts
$266K +$266K +1,470 New
FQ
2834
First Quadrant
California
$265K -$905 -5 -0.3%
RBCM
2835
Raub Brock Capital Management
California
$265K +$265K +1,460 New
SC
2836
Shay Capital
New York
$265K +$265K +1,462 New
MWP
2837
Madison Wealth Partners
Wisconsin
$265K +$265K +1,467 New
IP
2838
Isthmus Partners
Wisconsin
$264K +$264K +1,455 New
CAM
2839
Crestone Asset Management
Colorado
$263K +$263K +1,452 New
SSCA
2840
South Shore Capital Advisors
Massachusetts
$263K +$263K +1,453 New
SFA
2841
Stewardship Financial Advisors
Georgia
$262K +$262K +1,447 New
HC
2842
Hamilton Capital
Ohio
$259K +$259K +1,430 New
AW
2843
Avion Wealth
Texas
$258K +$49.6K +274 +24%
EIA
2844
Eastover Investment Advisors
North Carolina
$258K +$258K +1,424 New
HFBOT
2845
Home Federal Bank of Tennessee
Tennessee
$258K +$258K +1,425 New
HWA
2846
Heartwood Wealth Advisors
Virginia
$258K +$258K +1,425 New
MWPCG
2847
Measured Wealth Private Client Group
New Hampshire
$257K -$98.8K -545 -28%
GC
2848
Garde Capital
Washington
$257K +$257K +1,421 New
RC
2849
Reik & Co
New York
$256K +$256K +1,413 New
PP
2850
PrairieView Partners
Minnesota
$254K – – –
112 113
114
115 116