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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 %
AAM
2126
Augustine Asset Management
Florida
$1M -$68.1K -376 -6%
ICM
2127
Islay Capital Management
Texas
$1M -$18.7K -103 -2%
FSG
2128
Financial Strategies Group
Michigan
$1M +$123K +680 +14%
NCM
2129
Novare Capital Management
North Carolina
$1M -$296K -1,631 -23%
LCM
2130
LCM Capital Management
Illinois
$1M +$1M +5,520 New
RW
2131
RVW Wealth
California
$1M +$21.9K +153 +2%
WA
2132
Wambolt & Associates
Colorado
$997K +$133K +732 +15%
MCC
2133
Money Concepts Capital
Florida
$997K +$997K +5,501 New
W
2134
Wealthquest
Ohio
$996K +$51.8K +286 +5%
TM
2135
Tiger Management
New York
$996K +$996K +5,500 New
KAS
2136
Kemnay Advisory Services
New York
$995K +$162K +894 +19%
BWM
2137
Bulltick Wealth Management
Florida
$991K +$991K +5,469 New
LDFR
2138
Lehman & Derafelo Financial Resources
Pennsylvania
$987K -$7.25K -40 -0.7%
PCMC
2139
Paragon Capital Management (Colorado)
Colorado
$984K – – –
LCM
2140
Laurion Capital Management
New York
$981K -$3.21M -17,708 -77%
TIAM2
2141
Tru Independence Asset Management 2
Oregon
$980K +$980K +5,407 New
AWA
2142
Acorn Wealth Advisors
Michigan
$979K -$36.8K -203 -4%
FP
2143
Financial Perspectives
Minnesota
$978K +$89K +491 +10%
CASB
2144
Cape Ann Savings Bank
Massachusetts
$978K +$978K +5,396 New
AP
2145
Americana Partners
Texas
$976K +$28.1K +155 +3%
KCP
2146
KDI Capital Partners
North Carolina
$973K +$61.6K +340 +7%
CRWM
2147
Castle Rock Wealth Management
California
$972K -$5.7K -33 -0.6%
NCM
2148
Neumann Capital Management
California
$972K – – –
FFG
2149
Fortem Financial Group
California
$972K +$65.9K +364 +7%
FBB
2150
Fulton Breakefield Broenniman
Maryland
$971K -$359K -1,979 -27%
84 85
86
87 88