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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 %
CHP
2926
Cable Hill Partners
Oregon
$213K -$113K -624 -35%
BP
2927
BCK Partners
New York
$213K +$213K +1,177 New
NIMI
2928
Natixis Investment Managers International
France
$213K +$213K +1,180 New
CP
2929
Camelot Portfolios
Ohio
$211K +$211K +1,165 New
BWM
2930
Brickley Wealth Management
California
$210K +$210K +1,159 New
TAM
2931
Tucker Asset Management
Colorado
$210K +$210K +1,157 New
JWM
2932
Janiczek Wealth Management
Colorado
$209K +$84.8K +469 +68%
SIC
2933
Shoker Investment Counsel
Ohio
$209K +$209K +1,154 New
HG
2934
Harbor Group
New Hampshire
$208K +$208K +1,180 New
PCWA
2935
Pacific Capital Wealth Advisors
California
$207K +$176K +971 +565%
MAA
2936
Matrix Asset Advisors
New York
$207K +$207K +1,140 New
SPA
2937
Sentinel Pension Advisors
Massachusetts
$206K -$184K -1,018 -47%
AC
2938
Annandale Capital
Texas
$206K +$206K +1,135 New
PCA
2939
Private Capital Advisors
Connecticut
$204K +$204K +1,128 New
AWM
2940
Aprio Wealth Management
Georgia
$203K -$575K -3,180 -74%
BWM
2941
Birchcreek Wealth Management
Ohio
$203K +$203K +1,123 New
CS
2942
Capital Square
Tennessee
$203K +$203K +1,124 New
BWA
2943
Beam Wealth Advisors
Louisiana
$202K -$1.06M -5,856 -84%
ECA
2944
Elevated Capital Advisors
Utah
$202K +$202K +1,116 New
EWA
2945
ERTS Wealth Advisors
Michigan
$202K +$202K +1,117 New
OCM
2946
One Capital Management
California
$202K +$202K +1,118 New
CFG
2947
Compton Financial Group
Maryland
$201K +$201K +1,058 New
SMA
2948
Sage Mountain Advisors
Georgia
$201K +$201K +1,109 New
NWS
2949
Newport Wealth Strategies
California
$201K +$201K +1,620 New
EWF
2950
Epstein & White Financial
California
$200K +$200K +1,105 New
116 117
118
119 120