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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 %
BRA
1151
Bender Robert & Associates
California
$5.19M -$48K -265 -0.9%
RCM
1152
RB Capital Management
Nevada
$5.19M +$124K +683 +2%
WFG
1153
Wills Financial Group
Virginia
$5.19M +$101K +555 +2%
JFA
1154
Johanson Financial Advisors
California
$5.17M -$105K -580 -2%
GRP
1155
Global Retirement Partners
California
$5.16M +$496K +2,738 +11%
BHWM
1156
Bar Harbor Wealth Management
New Hampshire
$5.15M -$114K -630 -2%
BWG
1157
Beta Wealth Group
California
$5.15M +$5.15M +28,462 New
DIS
1158
Diversified Investment Strategies
Louisiana
$5.15M -$50.9K -285 -1%
TCA
1159
Transcend Capital Advisors
New Jersey
$5.15M +$693K +3,825 +16%
MCM
1160
Mengis Capital Management
Oregon
$5.14M -$86.1K -475 -2%
KCPG
1161
Kavar Capital Partners Group
Kansas
$5.14M +$7.97K +44 +0.2%
JAG
1162
Journey Advisory Group
Kentucky
$5.12M +$5.12M +28,277 New
BB
1163
Berkshire Bank
Massachusetts
$5.11M -$56K -309 -1%
PWS
1164
Peloton Wealth Strategists
Indiana
$5.11M +$145K +800 +3%
LAI
1165
Legal Advantage Investments
California
$5.1M +$5.1M +28,121 New
NPT
1166
Nixon Peabody Trust
Massachusetts
$5.09M +$401K +2,215 +9%
JIC
1167
Joel Isaacson & Co
New York
$5.08M +$1.36M +7,511 +37%
AAP
1168
Aristotle Atlantic Partners
Florida
$5.08M +$1.78M +9,803 +54%
PCIA
1169
Prime Capital Investment Advisors
Kansas
$5.08M +$2.78M +15,326 +121%
VF
1170
Virtu Financial
New York
$5.07M +$2.43M +13,390 +92%
AWM
1171
Avitas Wealth Management
California
$5.05M +$38.8K +214 +0.8%
QPWM
1172
Quadrant Private Wealth Management
Pennsylvania
$5.05M +$149K +822 +3%
OSNBOA
1173
Old Second National Bank of Aurora
Illinois
$5.05M -$103K -566 -2%
SCI
1174
S&CO Inc
Massachusetts
$5.04M – – –
OSAM
1175
O'Shaughnessy Asset Management
Connecticut
$5.03M +$1.6M +8,850 +47%
45 46
47
48 49