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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 %
UWM
2001
Urban Wealth Management
California
$1.25M +$1.25M +6,905 New
TI
2002
Telemetry Investments
New York
$1.25M – – –
LA
2003
LVW Advisors
New York
$1.25M -$118K -651 -9%
GBBWRPM
2004
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.25M -$11.2K -62 -0.9%
DBIA
2005
Dumont & Blake Investment Advisors
New Jersey
$1.25M -$59.4K -328 -5%
BI
2006
Ballast Inc
Kentucky
$1.25M -$15K -83 -1%
BPM
2007
Blue Pool Management
Hong Kong
$1.25M – – –
PVH
2008
Psagot Value Holdings
Israel
$1.25M +$623K +3,441 +100%
LTI
2009
Laffer Tengler Investments
Tennessee
$1.24M +$270K +1,491 +28%
EWM
2010
Executive Wealth Management
Michigan
$1.24M +$152K +841 +14%
IPW
2011
Inlet Private Wealth
Florida
$1.24M -$12.3K -68 -1%
WP
2012
WealthShield Partners
North Carolina
$1.23M +$113K +624 +10%
RA
2013
Rational Advisors
New York
$1.23M +$1.22M +6,712 +7,296%
HWM
2014
Hemington Wealth Management
Virginia
$1.23M +$1.23M +6,794 New
SDAM
2015
Shulman DeMeo Asset Management
New York
$1.23M +$105K +581 +9%
CCC
2016
Chelsea Counsel Company
California
$1.22M -$67.7K -374 -5%
SSWM
2017
Sheets Smith Wealth Management
North Carolina
$1.22M -$28.8K -159 -2%
GWMIA
2018
Global Wealth Management Investment Advisory
Florida
$1.22M +$107K +592 +10%
HCP
2019
Hexagon Capital Partners
Arkansas
$1.22M +$905 +5 +0.1%
LWP
2020
Lumature Wealth Partners
Georgia
$1.21M +$1.21M +6,689 New
IIM
2021
Ipswich Investment Management
Massachusetts
$1.21M -$90.6K -500 -7%
BCA
2022
Bray Capital Advisors
Florida
$1.21M – – –
MFG
2023
Magnus Financial Group
New York
$1.21M -$85.5K -472 -7%
OFS
2024
Orrstown Financial Services
Pennsylvania
$1.21M -$121K -668 -9%
CWA
2025
Capital Wealth Alliance
Arizona
$1.21M +$14.5K +82 +1%
79 80
81
82 83