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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 %
WIC
2051
Wilkins Investment Counsel
Massachusetts
$1.16M -$18.1K -100 -2%
T
2052
TOBAM
France
$1.16M +$37K +204 +3%
FM
2053
Foster & Motley
Ohio
$1.16M +$544 +3 +0%
EF
2054
Empowered Funds
Pennsylvania
$1.16M +$1.16M +6,378 New
9WM
2055
9258 Wealth Management
Ohio
$1.15M -$41.7K -230 -3%
AMCA
2056
Arthur M. Cohen & Associates
Illinois
$1.15M +$54.3K +300 +5%
PMFA
2057
Plante Moran Financial Advisors
Michigan
$1.15M -$327K -1,806 -22%
KWM
2058
Keebeck Wealth Management
Illinois
$1.15M -$440K -2,430 -28%
OWA
2059
Octavia Wealth Advisors
Ohio
$1.15M +$1.15M +6,337 New
PPP
2060
Private Portfolio Partners
New Jersey
$1.15M -$3.44K -19 -0.3%
CMANY
2061
Capital Management Associates (New York)
New York
$1.14M +$435K +2,400 +61%
W
2062
WealthStone
Ohio
$1.14M -$362 -2 -0%
FPS
2063
Fieldpoint Private Securities
Connecticut
$1.14M +$184K +1,013 +19%
WPA
2064
West Paces Advisors
Georgia
$1.14M +$1.81K +10 +0.2%
CAGAS
2065
Capital Advisory Group Advisory Services
Minnesota
$1.14M -$167K -922 -13%
WCG
2066
Weaver Consulting Group
California
$1.14M +$14.1K +78 +1%
TF
2067
TLWM Financial
Texas
$1.13M +$322K +1,775 +40%
CIC
2068
Chilton Investment Company
Connecticut
$1.13M -$9.06K -50 -0.8%
PJB
2069
Paul John Balson
California
$1.13M +$216K +1,190 +24%
TCM
2070
Tradewinds Capital Management
Washington
$1.12M +$29.9K +165 +3%
RIG
2071
Roosevelt Investment Group
New York
$1.12M -$34.4K -190 -3%
PFC
2072
Phocas Financial Corp
California
$1.12M +$1.12M +6,182 New
JGIA
2073
Jackson Grant Investment Advisers
Connecticut
$1.12M +$46.4K +256 +4%
LC
2074
Landaas & Company
Wisconsin
$1.12M -$36.2K -200 -3%
TAM
2075
Troy Asset Management
United Kingdom
$1.12M – – –
81 82
83
84 85