DIS icon

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 %
HPCM
1826
High Pointe Capital Management
Illinois
$1.69M -$461K -2,545 -21%
IBOK
1827
Independence Bank of Kentucky
Kentucky
$1.69M -$209K -1,151 -11%
VCM
1828
Virtue Capital Management
Tennessee
$1.69M -$196K -1,081 -10%
HHAA
1829
Henry H. Armstrong Associates
Pennsylvania
$1.68M – – –
BRWM
1830
B. Riley Wealth Management
Tennessee
$1.68M +$1.99K +11 +0.1%
KIC
1831
Kensington Investment Counsel
California
$1.68M +$1.68M +9,264 New
PA
1832
Procyon Advisors
Connecticut
$1.67M +$116K +641 +7%
AWP
1833
Ascent Wealth Partners
New York
$1.67M +$698K +3,855 +72%
SAM
1834
Seelaus Asset Management
New Jersey
$1.67M -$209K -1,154 -11%
NFG
1835
Nadler Financial Group
Illinois
$1.67M -$55.8K -308 -3%
BA
1836
Bridge Advisory
California
$1.67M +$1.67M +9,189 New
FAM
1837
Formidable Asset Management
Ohio
$1.66M +$114K +636 +7%
HA
1838
Hamel Associates
New Jersey
$1.66M -$18.1K -100 -1%
PK
1839
Pflug Koory
Nebraska
$1.66M +$95.5K +527 +6%
ACH
1840
ArrowMark Colorado Holdings
Colorado
$1.66M – – –
CHAM
1841
Clear Harbor Asset Management
Connecticut
$1.65M +$131K +725 +9%
AFA
1842
AllGen Financial Advisors
Florida
$1.64M +$1.64M +9,072 New
BOC
1843
Barbara Oil Co
Illinois
$1.63M – – –
IP
1844
Intellectus Partners
California
$1.63M -$63.4K -350 -4%
ZCI
1845
Zevenbergen Capital Investments
Washington
$1.63M +$54.4K +300 +3%
HBT
1846
Heartland Bank & Trust
Illinois
$1.63M +$1.63M +8,982 New
QFA
1847
Quattro Financial Advisors
Texas
$1.63M -$2.92M -17,020 -64%
WP
1848
WealthPLAN Partners
Nebraska
$1.62M -$24.9K -138 -2%
MPW
1849
Monterey Private Wealth
California
$1.62M – – –
HKAM
1850
Horizon Kinetics Asset Management
New York
$1.62M -$528K -2,915 -25%
72 73
74
75 76