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 %
RWP
1926
RWA Wealth Partners
Massachusetts
$1.41M +$245K +1,353 +21%
CSS
1927
Cubist Systematic Strategies
Connecticut
$1.41M -$8.31M -45,880 -85%
SFWC
1928
Strategic Family Wealth Counselors
New Jersey
$1.41M +$15K +83 +1%
SWM
1929
Salvus Wealth Management
New Jersey
$1.41M +$1.41M +7,873 New
PNAA
1930
Pictet North America Advisors
Switzerland
$1.4M -$18.1K -100 -1%
CPC
1931
Congress Park Capital
New York
$1.4M -$14.5K -80 -1%
WIC
1932
Woodmont Investment Counsel
Tennessee
$1.39M -$13.6K -75 -1%
GFPC
1933
Global Financial Private Client
Florida
$1.39M +$61.8K +341 +5%
PWA
1934
Providence Wealth Advisors
Illinois
$1.39M +$77K +425 +6%
IWA
1935
Intercontinental Wealth Advisors
Texas
$1.39M +$915K +5,048 +194%
EM
1936
Excalibur Management
Massachusetts
$1.39M -$207K -1,141 -13%
LNWTC
1937
Laird Norton Wetherby Trust Company
Washington
$1.39M +$1.39M +7,649 New
BCA
1938
Berman Capital Advisors
Georgia
$1.38M +$283K +1,560 +26%
JHP
1939
James Hambro & Partners
United Kingdom
$1.38M +$450K +2,485 +48%
MIM
1940
Merrion Investment Management
New Jersey
$1.38M +$1.38M +7,605 New
GSIS
1941
Global Strategic Investment Solutions
Arizona
$1.37M – – –
22CM
1942
20/20 Capital Management
California
$1.37M -$200K -1,129 -13%
AA
1943
Apriem Advisors
California
$1.36M +$70.3K +388 +5%
FBT
1944
First Bankers Trust
Kentucky
$1.36M +$1.81K +10 +0.1%
PWM
1945
Palumbo Wealth Management
New York
$1.36M +$1.36M +7,524 New
IIC
1946
Integrated Investment Consultants
Michigan
$1.36M -$69.4K -383 -5%
DA
1947
Detalus Advisors
Missouri
$1.36M +$18.3K +101 +1%
BO
1948
Bank OZK
Arkansas
$1.36M +$85.9K +474 +7%
AHB
1949
Abner Herrman & Brock
New Jersey
$1.36M -$85.8K -474 -6%
SMC
1950
S. Muoio & Co
New York
$1.36M -$362K -2,000 -21%
76 77
78
79 80