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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 %
AIM
1751
Acropolis Investment Management
Missouri
$1.94M +$61.6K +340 +3%
EWM
1752
Empirical Wealth Management
Washington
$1.94M +$170K +940 +10%
NF
1753
Nikulski Financial
Iowa
$1.93M +$54K +298 +3%
BTWM
1754
Baker Tilly Wealth Management
Wisconsin
$1.93M +$1.93M +10,628 New
MGIA
1755
Moneta Group Investment Advisors
Missouri
$1.92M +$247K +1,362 +15%
AssetMark Inc
1756
AssetMark Inc
California
$1.92M -$944K -5,208 -33%
ATPW
1757
Ashton Thomas Private Wealth
Arizona
$1.92M +$151K +836 +9%
COF
1758
Capital One Financial
Virginia
$1.92M -$761K -4,203 -28%
BWM
1759
BNC Wealth Management
Oregon
$1.91M +$260K +1,433 +16%
MWM
1760
Modera Wealth Management
New Jersey
$1.91M +$833K +4,599 +77%
CAI
1761
Capital Advisors Inc
Oklahoma
$1.91M +$1.91M +10,542 New
MSS
1762
Mitchell Sinkler & Starr
Pennsylvania
$1.91M -$57.1K -315 -3%
IP
1763
Investment Partners
Ohio
$1.91M -$129K -714 -6%
CIA
1764
CSat Investment Advisory
Michigan
$1.89M -$459K -2,531 -19%
IWA
1765
IVC Wealth Advisors
Pennsylvania
$1.89M +$1.89M +10,451 New
AIC
1766
Archer Investment Corporation
Indiana
$1.88M -$486K -2,682 -21%
SEC
1767
Seven Eight Capital
New York
$1.88M +$1.88M +10,376 New
OA
1768
Oxbow Advisors
Texas
$1.87M -$41.7K -230 -2%
BWP
1769
Baldwin Wealth Partners
Massachusetts
$1.87M -$3.48M -19,197 -65%
VWM
1770
Valley Wealth Managers
New Jersey
$1.86M -$163K -900 -8%
JPLA
1771
Joseph P. Lucia & Associates
New York
$1.86M +$89.7K +495 +5%
SCM
1772
Sterneck Capital Management
Missouri
$1.86M +$362K +1,999 +24%
MIM
1773
Moseley Investment Management
Florida
$1.86M +$161K +886 +9%
OF
1774
Outfitter Financial
Maine
$1.85M +$1.85M +10,210 New
KFA
1775
Kelleher Financial Advisors
New York
$1.85M +$308K +1,699 +20%
69 70
71
72 73