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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 %
CIP
1026
Chartwell Investment Partners
Pennsylvania
$6.42M – – –
CCM
1027
Consolidated Capital Management
California
$6.4M -$3.1M -17,097 -33%
RCM
1028
Riverpark Capital Management
New York
$6.4M +$926K +5,109 +17%
AC
1029
Abbrea Capital
California
$6.39M +$34.2K +189 +0.5%
MWM
1030
Mission Wealth Management
California
$6.36M -$155K -857 -2%
CCM
1031
CAAS Capital Management
New York
$6.35M +$3.8M +21,000 +149%
CCM
1032
Crossvault Capital Management
Texas
$6.35M -$102K -563 -2%
LWANC
1033
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.35M +$215K +1,185 +4%
FI
1034
FormulaFolio Investments
Michigan
$6.34M +$2.75M +15,195 +77%
MFWM
1035
Motley Fool Wealth Management
Virginia
$6.33M +$218K +1,201 +4%
CP
1036
Corbenic Partners
Pennsylvania
$6.31M +$790K +4,361 +14%
IWM
1037
IHT Wealth Management
Illinois
$6.29M -$142K -783 -2%
BAAM
1038
Baker Avenue Asset Management
California
$6.28M +$4.64M +25,605 +283%
PC
1039
Permanens Capital
New York
$6.28M +$5.77M +31,877 +1,152%
GKIM
1040
GW&K Investment Management
Massachusetts
$6.26M +$321K +1,774 +5%
RFWA
1041
RPg Family Wealth Advisory
Massachusetts
$6.26M -$11.1K -61 -0.2%
PTC
1042
Private Trust Company
Ohio
$6.26M -$205K -1,133 -3%
ST
1043
Spinnaker Trust
Maine
$6.22M -$708K -3,910 -10%
NA
1044
NewEdge Advisors
Louisiana
$6.21M +$745K +4,110 +14%
SA
1045
Sicart Associates
New York
$6.17M +$288K +1,587 +5%
UTC
1046
Unified Trust Company
Kentucky
$6.16M +$200K +1,160 +3%
WPIC
1047
White Pine Investment Company
Michigan
$6.14M -$16.3K -90 -0.3%
AF
1048
Arrow Financial
New York
$6.13M -$86.8K -479 -1%
TS
1049
Tamar Securities
California
$6.12M +$301K +1,659 +5%
FFA
1050
Fragasso Financial Advisors
Pennsylvania
$6.11M -$140K -775 -2%
40 41
42
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