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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 %
PL
726
Parthenon LLC
Kentucky
$12.1M -$86.1K -475 -0.7%
AP
727
Appleton Partners
Massachusetts
$12.1M +$222K +1,226 +2%
RSVP
728
Ramsay Stattman Vela & Price
Colorado
$12M -$13.6K -75 -0.1%
MGIA
729
Matthew Goff Investment Advisor
Texas
$12M +$111K +614 +0.9%
CAMG
730
CWA Asset Management Group
Florida
$12M +$4.26M +23,508 +55%
WMSA
731
Weiss Multi-Strategy Advisers
New York
$12M -$6.8M -37,517 -36%
PTB
732
Pioneer Trust Bank
Oregon
$11.9M -$23K -127 -0.2%
EAM
733
Erste Asset Management
Austria
$11.9M +$1.03M +5,793 +9%
WCA
734
Waratah Capital Advisors
Ontario, Canada
$11.9M +$9.35M +51,595 +368%
WCF
735
West Coast Financial
California
$11.9M -$71.9K -397 -0.6%
BFEC
736
Benjamin F. Edwards & Company
Missouri
$11.9M -$707K -3,904 -6%
ECM
737
Evergreen Capital Management
Washington
$11.8M +$1.09M +6,025 +10%
LNWWM
738
Laird Norton Wetherby Wealth Management
California
$11.8M +$399K +2,202 +4%
PHAM
739
Pacific Heights Asset Management
California
$11.8M – – –
TNB
740
TCF National Bank
South Dakota
$11.8M -$818K -4,516 -7%
WIC
741
Whitegate Investment Counselors
New Hampshire
$11.7M -$209K -1,155 -2%
GWM
742
Geneos Wealth Management
Colorado
$11.7M +$2.52M +16,962 +27%
SAM
743
Sawgrass Asset Management
Florida
$11.7M -$202K -1,114 -2%
CIA
744
Covington Investment Advisors
Pennsylvania
$11.7M +$86.8K +479 +0.7%
MIM
745
Marco Investment Management
Georgia
$11.7M -$580K -3,200 -5%
1SB
746
1ST Source Bank
Indiana
$11.6M -$1.54M -8,523 -12%
BRWA
747
B. Riley Wealth Advisors
Florida
$11.6M -$1.18M -6,502 -9%
BCMO
748
Buckingham Capital Management (Ohio)
Ohio
$11.6M +$121K +668 +1%
PWP
749
Private Wealth Partners
California
$11.5M -$2.09M -11,515 -15%
WSTAM
750
Wilbanks Smith & Thomas Asset Management
Virginia
$11.5M +$823K +4,540 +8%
28 29
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