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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 %
SS
551
Simplicity Solutions
Minnesota
$18.9M +$4.23M +23,345 +29%
CAN
552
Cetera Advisor Networks
California
$18.8M -$895K -4,942 -5%
BWFA
553
Baltimore-Washington Financial Advisors
Maryland
$18.7M +$1.63K +9 +0%
ZIM
554
Zacks Investment Management
Illinois
$18.7M -$126K -693 -0.7%
SSWM
555
Smith Salley Wealth Management
North Carolina
$18.6M +$4.04M +22,288 +28%
AB
556
Amalgamated Bank
New York
$18.6M -$37.9K -209 -0.2%
DY
557
Dowling & Yahnke
California
$18.5M -$29.4K -162 -0.2%
LMIM
558
Lockheed Martin Investment Management
Maryland
$18.5M -$2.45M -13,500 -12%
IAM
559
Infusive Asset Management
New York
$18.5M +$18.5M +102,003 New
AP
560
Archon Partners
New Jersey
$18.4M – – –
BIAS
561
Beacon Investment Advisory Services
New Jersey
$18.4M +$209K +1,155 +1%
CL
562
CIM LLC
New York
$18.3M -$172K -952 -0.9%
SCA
563
Spearhead Capital Advisors
Florida
$18.2M +$1.29M +7,104 +8%
GFA
564
Gifford Fong Associates
California
$18.1M – – –
SC
565
Shellback Capital
Massachusetts
$18.1M -$9.06M -50,000 -33%
TAM
566
Telemark Asset Management
Massachusetts
$18.1M – – –
BFA
567
Bragg Financial Advisors
North Carolina
$18.1M -$624K -3,444 -3%
NMIMC
568
Northwestern Mutual Investment Management Company
Wisconsin
$18M +$23.7K +131 +0.1%
FSA
569
Franklin Street Advisors
North Carolina
$17.8M +$194K +1,072 +1%
IAA
570
Independent Advisor Alliance
North Carolina
$17.8M +$466K +2,571 +3%
WIA
571
Wealthstreet Investment Advisors
Texas
$17.8M -$463K -2,555 -3%
FAB
572
First American Bank
Illinois
$17.7M +$237K +1,307 +1%
VAM
573
Velanne Asset Management
United Kingdom
$17.7M -$348K -1,919 -2%
VW
574
Vantage Wealth
California
$17.6M +$176K +970 +1%
LIM
575
Lathrop Investment Management
Arkansas
$17.5M -$1.14M -6,298 -6%
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