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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 %
CIA
2876
Compass Ion Advisors
Pennsylvania
$240K -$132K -728 -36%
ZF
2877
Zhang Financial
Michigan
$240K -$55.5K -306 -19%
PWP
2878
Personal Wealth Partners
Minnesota
$240K +$240K +1,323 New
TSS
2879
Two Sigma Securities
New York
$240K +$240K +1,324 New
CB
2880
Cadence Bank
Mississippi
$240K +$240K +1,326 New
QC
2881
QCM Cayman
Texas
$239K -$78K -431 -25%
SFPG
2882
Stonebridge Financial Planning Group
Florida
$237K +$13.6K +75 +6%
WCM
2883
Wedge Capital Management
North Carolina
$237K +$237K +1,310 New
SG
2884
Strid Group
Pennsylvania
$236K +$236K +1,301 New
NIM
2885
Nicollet Investment Management
Minnesota
$234K +$234K +1,291 New
CWM
2886
CCG Wealth Management
California
$233K +$233K +1,284 New
CC
2887
Cadinha & Co
Hawaii
$233K +$233K +1,288 New
HFA
2888
Hoover Financial Advisors
Pennsylvania
$233K +$233K +1,344 New
CCM
2889
Colorado Capital Management
Colorado
$232K +$232K +1,277 New
KBFS
2890
Kohmann Bosshard Financial Services
Ohio
$231K +$231K +1,276 New
WFA
2891
Wade Financial Advisory
California
$231K +$231K +1,277 New
PWM
2892
Purus Wealth Management
California
$230K +$230K +1,268 New
SFG
2893
Sunburst Financial Group
Alabama
$230K +$230K +1,268 New
CCM
2894
Cohen Capital Management
California
$230K +$230K +1,270 New
CMO
2895
Covenant Multifamily Offices
Texas
$230K +$230K +1,271 New
FC
2896
Financial Consulate
Maryland
$228K +$228K +1,256 New
CFAM
2897
Center For Asset Management
Florida
$228K +$228K +1,256 New
BCA
2898
Biltmore Capital Advisors
New Jersey
$228K +$228K +1,258 New
ST
2899
Somerset Trust
Pennsylvania
$228K +$228K +1,259 New
IWAG
2900
Integer Wealth Advisors Group
Georgia
$227K +$227K +1,266 New
114 115
116
117 118