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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 %
EPM
3001
Equitec Proprietary Markets
Illinois
$91K – – –
SWP
3002
ShoreHaven Wealth Partners
New Jersey
$91K +$91K +500 New
EA
3003
Elm Advisors
California
$91K +$91K +501 New
ADIM
3004
Alpha DNA Investment Management
Maryland
$88K +$88K +488 New
JWBC
3005
John W. Brooker & Co
California
$87K – – –
EC
3006
Estate Counselors
Wisconsin
$86K +$86K +475 New
NWA
3007
Navis Wealth Advisors
New York
$86K +$86K +477 New
MWA
3008
Moser Wealth Advisors
Washington
$84K +$27.1K +150 +48%
APC
3009
Aspire Private Capital
North Carolina
$81K – – –
RCG
3010
Rock Creek Group
District of Columbia
$80K +$80K +441 New
PP
3011
Pacifica Partners
Canada
$76K +$20.1K +115 +36%
AWM
3012
Avondale Wealth Management
Texas
$74K – – –
SSWG
3013
Seven Springs Wealth Group
Tennessee
$74K – – –
IPW
3014
IronBridge Private Wealth
Texas
$72K +$72K +398 New
GSAM
3015
Grant Street Asset Management
Pennsylvania
$69K +$69K +383 New
AJ
3016
Ashburton (Jersey)
Jersey
$66K -$90.7K -499 -58%
MAM
3017
Marquette Asset Management
Minnesota
$65K – – –
RTC
3018
Riverview Trust Company
Washington
$64K – – –
TC
3019
Trust Company
Kansas
$63K – – –
BAMG
3020
Brand Asset Management Group
Missouri
$60K -$89.7K -495 -60%
AWMS
3021
Advocacy Wealth Management Services
Georgia
$60K – – –
DOA
3022
D'Orazio & Associates
Virginia
$60K +$1.81K +10 +3%
SAM
3023
Simplify Asset Management
Nevada
$58K +$58K +324 New
SA
3024
SRH Advisors
Kansas
$55K – – –
MGIM
3025
M&G Investment Management
United Kingdom
$54.3K -$11.7K -64,837 -18%
119 120
121
122 123