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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 %
JSMC
1326
Jess S. Morgan & Co
California
$3.88M +$369K +2,035 +10%
CIG
1327
Consolidated Investment Group
Colorado
$3.88M +$716K +3,952 +23%
TFA
1328
Teamwork Financial Advisors
Texas
$3.87M +$310K +1,711 +9%
SMC
1329
Smith, Moore & Co
Missouri
$3.86M -$155K -853 -4%
NFG
1330
Nations Financial Group
Iowa
$3.86M -$89.7K -495 -2%
JWCA
1331
J.W. Coons Advisors
Ohio
$3.85M -$40.4K -223 -1%
NSIM
1332
North Star Investment Management
Illinois
$3.84M +$131K +723 +4%
HCM
1333
Highlander Capital Management
New Jersey
$3.84M – – –
DPIM
1334
Duff & Phelps Investment Management
Illinois
$3.83M – – –
JRP
1335
Jasper Ridge Partners
California
$3.82M – – –
LBC
1336
Lawrence B. Cohen
$3.82M +$531K +2,928 +16%
CIAS
1337
Capital Investment Advisory Services
North Carolina
$3.81M +$337K +1,858 +10%
S
1338
SignatureFD
Georgia
$3.79M -$141K -779 -4%
SC
1339
Searle & Co
Connecticut
$3.79M +$195K +1,075 +5%
GLLW
1340
Graves Light Lenhart Wealth
Virginia
$3.79M +$188K +1,039 +5%
MCP
1341
Mirador Capital Partners
California
$3.78M +$2.1M +11,598 +125%
JAFL
1342
Jay A. Fishman Ltd
Michigan
$3.77M +$427K +2,355 +13%
TVWM
1343
Tower View Wealth Management
Wisconsin
$3.77M -$4.53K -25 -0.1%
CAAS
1344
Capital Asset Advisory Services
Michigan
$3.75M +$7.79K +43 +0.2%
BCM
1345
BCK Capital Management
Connecticut
$3.74M +$3.74M +20,655 New
NC
1346
NovaPoint Capital
Georgia
$3.74M +$449K +2,476 +14%
EW
1347
Evoke Wealth
California
$3.72M -$111K -610 -3%
SDWIA
1348
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.7M +$36.1K +199 +1%
TNBTD
1349
Trustmark National Bank Trust Department
Mississippi
$3.7M -$9.96K -55 -0.3%
KC
1350
Knuff & Co
California
$3.7M – – –
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