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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 %
CIM
3026
Contravisory Investment Management
Massachusetts
$54K – – –
HIM
3027
Hillsdale Investment Management
Ontario, Canada
$54K – – –
TCM
3028
TD Capital Management
Tennessee
$54K – – –
SWA
3029
Safir Wealth Advisors
New Hampshire
$54K +$54K +300 New
IFA
3030
Interactive Financial Advisors
Illinois
$54K +$54K +300 New
KCM
3031
Kathmere Capital Management
Pennsylvania
$53K -$13.7K -76 -21%
TCM
3032
Tanaka Capital Management
New York
$52K – – –
CWA
3033
Core Wealth Advisors
Florida
$49K +$8.02K +44 +20%
DWA
3034
Dougherty Wealth Advisers
Minnesota
$46K – – –
TAIM
3035
TD Ameritrade Investment Management
Nebraska
$46K – – –
WAM
3036
Wolverine Asset Management
Illinois
$44K -$69K -381 -61%
WLPWM
3037
Walled Lake Planning & Wealth Management
Illinois
$42K -$5.21K -29 -11%
IHWM
3038
Iron Horse Wealth Management
Iowa
$38K +$38K +211 New
DI
3039
Disciplined Investments
Oklahoma
$37K -$124K -690 -77%
LF
3040
Lee Financial
Texas
$36K -$3.42K -19 -9%
PCC
3041
Park Circle Company
Maryland
$36K – – –
CFO
3042
CVA Family Office
Colorado
$34K -$56.1K -305 -62%
IA
3043
IFS Advisors
Kansas
$34K +$34K +188 New
IWP
3044
IAG Wealth Partners
Wisconsin
$33K – – –
KFAA
3045
Klaas Financial Asset Advisors
Illinois
$33K +$33K +184 New
MIM
3046
Macroview Investment Management
Maryland
$30K – – –
ARIS
3047
Advanced Research Investment Solutions
California
$30K +$10.1K +55 +51%
SWM
3048
Selective Wealth Management
Virginia
$29K +$5.26K +29 +22%
KC
3049
Kinloch Capital
Virginia
$28K +$28K +152 New
BCMIO
3050
Beacon Capital Management Inc (Ohio)
Ohio
$27K – – –
120 121
122
123 124