DIS icon

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 %
IA
3051
Inspire Advisors
Idaho
$27K +$27K +151 New
FPW
3052
Flagship Private Wealth
Massachusetts
$26.7K +$26.7K +164 New
BHWM
3053
Bay Harbor Wealth Management
Maryland
$25K +$5.8K +32 +30%
FWM
3054
Filbrandt Wealth Management
Wisconsin
$24K – – –
HFS
3055
HBC Financial Services
Washington
$24K +$24K +136 New
BA
3056
Bellwether Advisors
Nebraska
$23K +$23K +128 New
HI
3057
Human Investing
Oregon
$22K +$8.3K +46 +61%
GIA
3058
Goodwin Investment Advisory
Georgia
$22K +$22K +120 New
BEI
3059
Benjamin Edwards Inc
Missouri
$21K +$10.4K +57 +98%
MCM
3060
McMillion Capital Management
North Carolina
$21K +$21K +115 New
LIA
3061
Luken Investment Analytics
Tennessee
$21K +$21K +115 New
PS
3062
Planned Solutions
California
$20K -$107K -589 -84%
MWC
3063
MBM Wealth Consultants
Missouri
$20K – – –
RBC
3064
Roble Belko & Company
Pennsylvania
$19K +$181 +1 +1%
AIM
3065
Arcadia Investment Management
Michigan
$18K -$90K -500 -83%
LGWM
3066
Litman Gregory Wealth Management
California
$18K +$17.1K +92 +1,840%
HF
3067
Halpern Financial
Virginia
$17.2K -$544 -3 -3%
RCC
3068
Red Cedar Capital
Nebraska
$16K +$3.72K +20 +30%
SC
3069
Steph & Co
Wisconsin
$15K – – –
YAL
3070
Your Advocates Ltd
Texas
$15K – – –
FEG
3071
Financial Enhancement Group
Indiana
$15K +$12.1K +68 +425%
CCMIC
3072
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$14K – – –
LAS
3073
Lloyd Advisory Services
Georgia
$14K +$6.91K +37 +97%
NC
3074
NewSquare Capital
Pennsylvania
$13K -$542 -3 -4%
JMF
3075
Johnson Midwest Financial
Iowa
$13K +$13K +70 New
121 122
123
124 125