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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 %
MIAS
1801
Mason Investment Advisory Services
Virginia
$1.75M – – –
IAS
1802
Investment Advisory Services
Texas
$1.75M – – –
AWM
1803
Atticus Wealth Management
Florida
$1.75M +$48.7K +269 +3%
SP
1804
Successful Portfolios
Florida
$1.75M +$10.9K +60 +0.6%
VCA
1805
Verdence Capital Advisors
Maryland
$1.75M +$194K +1,069 +12%
GCA
1806
Guardian Capital Advisors
Ontario, Canada
$1.74M -$173K -970 -9%
HIC
1807
Holderness Investments Company
North Carolina
$1.74M -$502K -2,770 -22%
FMLI
1808
Fukoku Mutual Life Insurance
Japan
$1.74M – – –
NB
1809
Nicolet Bankshares
Wisconsin
$1.74M -$83.3K -460 -5%
IF
1810
Intrua Financial
Texas
$1.74M +$344K +1,899 +25%
I
1811
INVST
Indiana
$1.73M +$340K +1,876 +24%
CWMU
1812
Caliber Wealth Management (Utah)
Utah
$1.72M +$1.72M +9,503 New
RA
1813
RFG Advisory
Alabama
$1.72M -$154K -860 -8%
PFWA
1814
Paces Ferry Wealth Advisors
Georgia
$1.72M +$157K +867 +10%
C
1815
Certuity
Florida
$1.71M +$334K +1,846 +24%
NL
1816
NWAM LLC
Washington
$1.71M -$417K -2,304 -20%
GC
1817
Gratus Capital
Georgia
$1.71M -$17.8K -98 -1%
CBA
1818
Coastal Bridge Advisors
Connecticut
$1.71M -$181 -1 -0%
OFG
1819
Oxford Financial Group
Indiana
$1.71M -$4.53K -25 -0.3%
FDS
1820
First Dallas Securities
Texas
$1.71M +$246K +1,355 +17%
RM
1821
Resource Management
Louisiana
$1.7M -$339K -1,872 -17%
MCWS
1822
McKinley Carter Wealth Services
West Virginia
$1.7M +$277K +1,528 +19%
CIM
1823
CIM Investment Management
Pennsylvania
$1.7M -$508K -2,806 -23%
PWMAG
1824
Pinnacle Wealth Management Advisory Group
New Jersey
$1.69M -$47.3K -261 -3%
BFM
1825
Boston Financial Management
Massachusetts
$1.69M -$469K -2,587 -22%
71 72
73
74 75