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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 %
WF
1001
WoodTrust Financial
Wisconsin
$6.76M +$606K +3,346 +10%
CIM
1002
Chapman Investment Management
California
$6.76M – – –
GW
1003
GW & Wade
Massachusetts
$6.75M +$2.47M +13,618 +58%
AWM
1004
Altavista Wealth Management
North Carolina
$6.75M -$279K -1,542 -4%
OHIS
1005
Oak Harvest Investment Services
Texas
$6.74M +$6.74M +37,204 New
NGM
1006
North Growth Management
British Columbia, Canada
$6.73M -$546K -3,000 -8%
S
1007
Surevest
California
$6.72M +$257K +1,416 +4%
WB
1008
Webster Bank
Connecticut
$6.72M +$1.18M +6,498 +21%
DAS
1009
Dynamic Advisor Solutions
Arizona
$6.72M -$211K -1,163 -3%
OCM
1010
Oakwood Capital Management
California
$6.71M -$185K -1,022 -3%
NCL
1011
Nishkama Capital LLC
Puerto Rico
$6.7M +$6.7M +36,953 New
QI
1012
QV Investors
Alberta, Canada
$6.67M -$1.17M -6,460 -15%
LCM
1013
Logan Capital Management
Pennsylvania
$6.67M – – –
MLL
1014
Moody Lynn & Lieberson
Massachusetts
$6.65M +$2.64M +14,574 +66%
IIC
1015
Ironwood Investment Counsel
Arizona
$6.64M +$135K +747 +2%
WAM
1016
Wallington Asset Management
Indiana
$6.61M +$46.9K +259 +0.7%
PBC
1017
Pavion Blue Capital
California
$6.56M -$19.2K -106 -0.3%
EVM
1018
Evelyn V. Moreno
$6.54M +$814K +4,493 +14%
PAG
1019
Private Advisory Group
Washington
$6.5M -$265K -1,462 -4%
RFMS
1020
RWQ Financial Management Services
Florida
$6.49M +$6.49M +35,823 New
APSI
1021
Asset Planning Services Inc
Louisiana
$6.49M -$63.4K -350 -1%
GAB
1022
German American Bancorp
Indiana
$6.47M +$1.15M +6,374 +22%
FHB
1023
First Hawaiian Bank
Hawaii
$6.47M +$449K +2,479 +7%
BDWM
1024
Brewin Dolphin Wealth Management
Ireland
$6.45M +$322K +1,777 +5%
RMC
1025
Resources Management Corp
Connecticut
$6.43M -$64.5K -356 -1%
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