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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 %
BHBT
1676
Burke & Herbert Bank & Trust
Virginia
$2.2M -$71.6K -395 -3%
DAM
1677
Doheny Asset Management
California
$2.2M +$45.3K +250 +2%
FIM
1678
Fernwood Investment Management
Massachusetts
$2.19M +$136K +750 +7%
HRC
1679
Hoertkorn Richard Charles
$2.19M – – –
OPA
1680
Old Port Advisors
Maine
$2.19M -$6.57K -37 -0.3%
MA
1681
Modus Advisors
Minnesota
$2.18M +$123K +681 +6%
DI
1682
DFPG Investments
Utah
$2.18M +$29.5K +165 +1%
MMA
1683
Miracle Mile Advisors
California
$2.18M +$276K +1,521 +15%
FUBT
1684
First United Bank & Trust
Maryland
$2.17M +$15.4K +85 +0.7%
TPCW
1685
TD Private Client Wealth
New York
$2.17M -$52.7K -291 -2%
FTDI
1686
First Trust Direct Indexing
Massachusetts
$2.17M +$2.17M +11,977 New
EM
1687
ELCO Management
New York
$2.17M -$354K -1,952 -14%
TAM
1688
Trust Asset Management
Texas
$2.16M +$501K +2,767 +30%
GIA
1689
Gladstone Institutional Advisory
Florida
$2.16M -$3.62K -20 -0.2%
PWMG
1690
Prestige Wealth Management Group
New Jersey
$2.15M +$959K +5,296 +81%
VHAM
1691
Van Hulzen Asset Management
California
$2.14M -$77.9K -430 -4%
UBG
1692
United Bank (Georgia)
Georgia
$2.13M -$417K -2,301 -16%
FSA
1693
Fort Sheridan Advisors
Illinois
$2.13M +$396K +2,185 +23%
HCM
1694
Hodges Capital Management
Texas
$2.12M -$151K -832 -7%
AF
1695
Allworth Financial
California
$2.12M +$129K +714 +7%
CAG
1696
Csenge Advisory Group
Florida
$2.12M -$279K -1,542 -12%
GCM
1697
Geneva Capital Management
Wisconsin
$2.11M +$1.09K +6 +0.1%
LIA
1698
LBMC Investment Advisors
Tennessee
$2.11M +$5.44K +30 +0.3%
GTAM
1699
Global Trust Asset Management
Florida
$2.11M -$602K -3,324 -22%
PPSG
1700
Princeton Portfolio Strategies Group
New Jersey
$2.11M -$70.1K -387 -3%
66 67
68
69 70