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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 %
MA
2151
Mosaic Advisors
Texas
$970K +$970K +5,352 New
PWAG
2152
Polaris Wealth Advisory Group
California
$969K -$4.47K -25 -0.5%
AWG
2153
Altus Wealth Group
Colorado
$969K +$969K +5,347 New
TW
2154
TrinityPoint Wealth
Connecticut
$967K +$1.7K +10 +0.2%
CCT
2155
Capital City Trust
Florida
$966K -$1.23M -6,766 -56%
HCM
2156
HMS Capital Management
Tennessee
$964K -$102K -560 -10%
ACA
2157
Anchor Capital Advisors
Massachusetts
$963K – – –
MIM
2158
MTM Investment Management
South Carolina
$962K +$962K +5,310 New
MCM
2159
Maple Capital Management
Vermont
$959K +$154K +852 +19%
CGA
2160
Crescent Grove Advisors
Illinois
$957K +$98.3K +543 +11%
SFO
2161
Standard Family Office
South Dakota
$957K +$957K +5,280 New
ONST
2162
Old North State Trust
North Carolina
$956K +$169K +934 +21%
SAM
2163
Smithbridge Asset Management
Pennsylvania
$955K -$159K -875 -14%
CAN
2164
Claraphi Advisory Network
United States
$955K -$70.3K -388 -7%
SAM
2165
Secure Asset Management
Michigan
$949K -$139K -766 -13%
MFG
2166
Menard Financial Group
Texas
$949K +$41.9K +231 +5%
FPFS
2167
First Personal Financial Services
North Carolina
$948K +$25.2K +139 +3%
PCFFS
2168
Pacific Center for Financial Services
California
$948K +$56.5K +312 +6%
MAG
2169
MRA Advisory Group
New Jersey
$948K +$948K +5,234 New
BWM
2170
Baystate Wealth Management
Massachusetts
$945K +$35.1K +194 +4%
FCA
2171
FinTrust Capital Advisors
South Carolina
$944K -$55.3K -305 -6%
GRQ
2172
Gardner Russo & Quinn
Pennsylvania
$943K -$181 -1 -0%
1W
2173
1776 Wealth
Georgia
$943K +$17.8K +98 +2%
AFC
2174
AFT Forsyth & Company
Florida
$943K +$30.8K +170 +3%
GI
2175
Gradient Investments
Minnesota
$942K – – –
85 86
87
88 89