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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 %
LB
1976
Legacy Bridge
Iowa
$1.3M +$154K +850 +13%
EI
1977
Ethic Inc
New York
$1.3M -$106K -583 -8%
PWM
1978
PRW Wealth Management
Massachusetts
$1.3M -$42K -232 -3%
HEIP
1979
Hudson Edge Investment Partners
New Jersey
$1.29M -$578K -3,192 -31%
BWL
1980
Bogart Wealth LLC
Virginia
$1.29M +$224K +1,237 +21%
BWA
1981
Bordeaux Wealth Advisors
California
$1.29M +$1.29M +7,121 New
AFA
1982
American Financial Advisors
Georgia
$1.28M +$25.2K +139 +2%
XWM
1983
Xcel Wealth Management
Florida
$1.28M -$181 -1 -0%
JDR
1984
Jay D. Rosenbaum
$1.28M +$37.2K +205 +3%
CWM
1985
Connecticut Wealth Management
Connecticut
$1.28M +$150K +825 +13%
AAM
1986
Aureus Asset Management
Massachusetts
$1.28M -$235K -1,296 -16%
ACM
1987
AlphaCrest Capital Management
New York
$1.27M -$8.1M -44,702 -86%
HIP
1988
HUB Investment Partners
Texas
$1.27M +$1.27M +10,234 New
NAM
1989
Nexpoint Asset Management
Texas
$1.27M -$181K -1,000 -13%
B
1990
Bridgeworth
Alabama
$1.27M -$3.99K -22 -0.3%
VFM
1991
Viking Fund Management
North Dakota
$1.27M – – –
FIA
1992
FNY Investment Advisers
New York
$1.27M +$1.27M +7,000 New
SRSA
1993
S.R. Schill & Associates
Washington
$1.27M +$52.4K +289 +4%
EGA
1994
E&G Advisors
Texas
$1.26M +$12.7K +70 +1%
AA
1995
Addison Advisors
Vermont
$1.26M +$1.26M +6,973 New
AIC
1996
Ayalon Insurance Company
Israel
$1.26M +$1.25M +6,915 +21,609%
AIM
1997
Aspen Investment Management
Michigan
$1.26M -$11.8K -65 -0.9%
HR
1998
Hardy Reed
Mississippi
$1.26M -$31.2K -172 -2%
WQ
1999
Wealth Quarterback
New Jersey
$1.25M -$700K -3,865 -36%
AWA
2000
AmeriServ Wealth Advisors
Pennsylvania
$1.25M +$1.25M +6,902 New
78 79
80
81 82