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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 %
NPF
901
Norris Perne & French
Michigan
$8.2M +$270K +1,489 +3%
CT
902
Coastline Trust
Rhode Island
$8.19M -$98.7K -545 -1%
SNT
903
Security National Trust
West Virginia
$8.17M +$190K +1,048 +2%
TWM
904
TLW Wealth Management
Florida
$8.15M -$239K -1,320 -3%
IA
905
IndexIQ Advisors
New York
$8.14M +$2.15M +11,841 +36%
RIM
906
Redpoint Investment Management
Australia
$8.14M +$343K +1,895 +4%
RWA
907
River Wealth Advisors
Pennsylvania
$8.06M +$384K +2,119 +5%
LFAS
908
Level Four Advisory Services
Texas
$8.06M -$680K -3,751 -8%
MJP
909
Michael J. Puzo
$8.05M +$13.6K +75 +0.2%
HVIA
910
Hudson Valley Investment Advisors
New York
$8.05M +$59.8K +330 +0.7%
SW
911
SteelPeak Wealth
California
$8.05M +$111K +613 +1%
GVAG
912
Great Valley Advisor Group
Delaware
$8.04M +$1.8M +9,922 +29%
SNB
913
Security National Bank
Nebraska
$8.02M -$146K -806 -2%
KWM
914
Kingsview Wealth Management
Oregon
$8M +$142K +781 +2%
Carson Wealth (CWM LLC)
915
Carson Wealth (CWM LLC)
Nebraska
$8M – – –
DBT
916
Dubuque Bank & Trust
Iowa
$7.94M +$1.49M +8,239 +23%
FAIM
917
Financial Advocates Investment Management
Washington
$7.94M +$7.94M +40,872 New
AHC
918
Adell Harriman & Carpenter
Texas
$7.92M +$473K +2,612 +6%
DCM
919
Donaldson Capital Management
Indiana
$7.9M +$139K +767 +2%
AM
920
Atwater Malick
Pennsylvania
$7.89M +$76.5K +422 +1%
SFS
921
Searcy Financial Services
Kansas
$7.88M -$544 -3 -0%
PP
922
Patten & Patten
Tennessee
$7.86M +$346K +1,910 +5%
FPTW
923
Franklin, Parlapiano, Turner & Welch
Texas
$7.85M +$91K +502 +1%
HAIM
924
Hunter Associates Investment Management
Pennsylvania
$7.82M -$37.3K -206 -0.5%
CNC
925
Canandaigua National Corp
New York
$7.82M -$201K -1,109 -3%
35 36
37
38 39