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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 %
IHL
1301
Investment House LLC
California
$4.03M -$117K -644 -3%
BA
1302
Bristlecone Advisors
Washington
$4M +$6.34K +35 +0.2%
GP
1303
Greenline Partners
New York
$4M -$65.4K -361 -2%
AFA
1304
Arlington Financial Advisors
California
$4M +$34.1K +188 +0.9%
OAM
1305
Optimal Asset Management
California
$3.99M -$1.27K -7 -0%
OLA
1306
Oliver Luxxe Assets
New Jersey
$3.99M -$113K -632 -3%
SCCM
1307
Schafer Cullen Capital Management
New York
$3.98M -$4.13M -22,790 -51%
AWM
1308
Altium Wealth Management
New York
$3.98M +$158K +873 +4%
EFS
1309
Essex Financial Services
Connecticut
$3.98M +$264K +1,458 +7%
FCMT
1310
Founders Capital Management (Texas)
Texas
$3.97M +$3.97M +21,911 New
BGC
1311
Birch Grove Capital
New York
$3.97M -$254K -1,400 -6%
DAM
1312
Diamant Asset Management
Connecticut
$3.96M -$4.17K -23 -0.1%
BFC
1313
Bedel Financial Consulting
Indiana
$3.96M -$120K -665 -3%
PP
1314
Professional Planning
California
$3.95M -$39.9K -220 -1%
NAMP
1315
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.95M +$387K +2,135 +11%
GCIG
1316
Grand Central Investment Group
Florida
$3.94M +$3.94M +21,767 New
KJHP
1317
K.J. Harrison & Partners
Ontario, Canada
$3.94M – – –
GIM
1318
Goelzer Investment Management
Indiana
$3.94M -$312K -1,721 -7%
ACM
1319
Adalta Capital Management
New York
$3.94M +$2.76M +15,245 +235%
IB
1320
Intrust Bank
Kansas
$3.93M +$41.7K +230 +1%
CCG
1321
Ceeto Capital Group
Florida
$3.93M +$27.2K +150 +0.7%
LOAMU
1322
Lombard Odier Asset Management (USA)
New York
$3.91M +$3.91M +21,575 New
EWM
1323
Endurance Wealth Management
Rhode Island
$3.91M +$93.9K +518 +2%
HB
1324
Homrich & Berg
Georgia
$3.9M +$156K +862 +4%
NED
1325
Nancy E. Dempze
$3.89M +$9.96K +55 +0.3%
51 52
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