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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 %
CRM
2026
Cramer Rosenthal McGlynn
Connecticut
$1.21M -$47.5K -262 -4%
XF
2027
XML Financial
Maryland
$1.21M +$177K +975 +17%
PWM
2028
PBMares Wealth Management
Virginia
$1.2M -$181 -1 -0%
CWA
2029
Clarity Wealth Advisors
California
$1.2M +$30.2K +167 +3%
IIM
2030
Intact Investment Management
Quebec, Canada
$1.2M +$181K +1,000 +18%
CSA
2031
Cottage Street Advisors
Massachusetts
$1.19M +$256K +1,410 +27%
KA
2032
Kozak & Associates
Colorado
$1.19M +$1.19M +6,592 New
SIAG
2033
Signet Investment Advisory Group
Rhode Island
$1.19M +$1.19M +6,574 New
DWM
2034
Dorchester Wealth Management
Quebec, Canada
$1.19M +$353K +1,950 +42%
CAM
2035
Cypress Asset Management
Texas
$1.19M +$1.19M +6,550 New
AWC
2036
Abundance Wealth Counselors
Pennsylvania
$1.19M -$201K -1,110 -15%
BOPW
2037
Brandywine Oak Private Wealth
Pennsylvania
$1.19M -$14.8K -82 -1%
FWP
2038
FAS Wealth Partners
Kansas
$1.19M +$33.2K +183 +3%
WA
2039
WP Advisors
California
$1.18M +$5.07K +28 +0.4%
RB
2040
Renasant Bank
Mississippi
$1.18M +$1.18M +6,518 New
BFG
2041
Beacon Financial Group
Texas
$1.18M -$31.2K -177 -3%
DC
2042
DeDora Capital
California
$1.18M +$7.98K +44 +0.7%
GWCM
2043
Godshalk Welsh Capital Management
Pennsylvania
$1.18M +$265K +1,465 +29%
JIP
2044
Jaffetilchin Investment Partners
Florida
$1.17M -$374K -2,067 -24%
IFG
2045
Investors Financial Group
Minnesota
$1.17M -$46.4K -256 -4%
SLF
2046
Sun Life Financial
Ontario, Canada
$1.17M -$99.1K -547 -8%
BCP
2047
Berkeley Capital Partners
Georgia
$1.17M +$29.7K +164 +3%
MFT
2048
Moisand Fitzgerald Tamayo
Florida
$1.17M -$39.5K -218 -3%
FCFC
2049
First Commonwealth Financial Corp
Pennsylvania
$1.17M +$4.53K +25 +0.4%
TA
2050
Tectonic Advisors
Texas
$1.16M +$1.16M +6,423 New
80 81
82
83 84