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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 %
SIC
2901
Schwartz Investment Counsel
Michigan
$226K +$226K +1,250 New
GPC
2902
Garrison Point Capital
California
$225K +$225K +1,240 New
CAM
2903
Claret Asset Management
Quebec, Canada
$225K +$225K +1,242 New
HAC
2904
Harbor Advisory Corp
New Hampshire
$224K +$224K +1,237 New
EA
2905
Emerald Advisors
Washington
$223K +$223K +1,229 New
PP
2906
Patron Partners
Texas
$222K +$222K +1,224 New
IR
2907
Invictus RG
Bermuda
$222K +$222K +1,224 New
SL
2908
Savior LLC
Massachusetts
$221K – – –
ARMC
2909
American Research & Management Company
Massachusetts
$221K +$117K +644 +112%
HWM
2910
HighMark Wealth Management
Minnesota
$219K -$1.09K -6 -0.5%
MWP
2911
Meridian Wealth Partners
Pennsylvania
$219K +$2.36K +13 +1%
JWM
2912
Jackson Wealth Management
Florida
$219K +$219K +1,209 New
4WM
2913
44 Wealth Management
Oregon
$219K +$219K +1,211 New
SAM
2914
Shikiar Asset Management
New York
$218K -$99.7K -550 -31%
CWA
2915
Clearview Wealth Advisors
Oregon
$218K +$218K +1,202 New
FSA
2916
Financial Sense Advisors
California
$218K +$218K +1,203 New
NCM
2917
New Capital Management
Texas
$217K +$37.3K +206 +21%
CIP
2918
Capital Insight Partners
Arizona
$217K +$217K +1,200 New
UIA
2919
UBP Investment Advisors
Switzerland
$217K +$217K +1,200 New
VFP
2920
Verus Financial Partners
Virginia
$216K -$1.85M -10,205 -90%
BAM
2921
Banta Asset Management
California
$215K +$215K +1,185 New
WCFA
2922
Walkner Condon Financial Advisors
Wisconsin
$215K +$215K +1,186 New
AC
2923
Alley Company
Illinois
$214K +$214K +1,181 New
CAM
2924
Concorde Asset Management
Michigan
$214K +$214K +1,182 New
SWAG
2925
Spectrum Wealth Advisory Group
California
$213K -$210K -1,155 -50%
115 116
117
118 119