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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 %
GCM
2201
Glaxis Capital Management
Florida
$906K +$906K +5,000 New
STA
2202
Summit Trail Advisors
New York
$900K +$900K +4,969 New
S
2203
swisspartners
Liechtenstein
$899K +$899K +5,040 New
EAM
2204
Evanson Asset Management
California
$898K +$91.5K +505 +11%
GTCM
2205
Gyon Technologies Capital Management
New Jersey
$896K +$896K +4,945 New
MWA
2206
Meridian Wealth Advisors
Texas
$894K +$6.34K +35 +0.7%
GCA
2207
Gradient Capital Advisors
California
$893K -$164K -907 -16%
BFA
2208
Benedict Financial Advisors
Georgia
$893K -$48.9K -270 -5%
OC
2209
Oarsman Capital
Wisconsin
$893K +$9.96K +55 +1%
LWA
2210
Lineweaver Wealth Advisors
Ohio
$893K +$16.1K +89 +2%
BWM
2211
BCGM Wealth Management
Indiana
$893K +$893K +4,759 New
MAM
2212
McLean Asset Management
Virginia
$893K +$893K +4,928 New
VWM
2213
Venturi Wealth Management
Texas
$890K +$189K +1,043 +27%
ER
2214
Enlightenment Research
Florida
$888K -$1.16M -6,400 -57%
PFA
2215
Paradigm Financial Advisors
Missouri
$886K -$130K -716 -13%
NWM
2216
Northwest Wealth Management
Iowa
$886K – – –
CAM
2217
Close Asset Management
United Kingdom
$886K +$257K +1,416 +41%
Members Trust
2218
Members Trust
Florida
$886K +$388K +2,142 +78%
BHA
2219
Beech Hill Advisors
New York
$883K +$27.2K +150 +3%
BSI
2220
Bennett Selby Investments
Maine
$878K +$878K +4,844 New
FMI
2221
F/M Investments
District of Columbia
$873K +$873K +4,819 New
OIM
2222
Orca Investment Management
Oregon
$870K +$870K +4,804 New
KWA
2223
KCS Wealth Advisory
California
$869K -$22.6K -125 -3%
PRWA
2224
Platte River Wealth Advisors
Colorado
$869K – – –
AA
2225
Aufman Associates
Pennsylvania
$868K -$27.9K -154 -3%
87 88
89
90 91