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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 %
NFSG
2226
Newbridge Financial Services Group
Florida
$867K -$17.6K -97 -2%
CCP
2227
Cardan Capital Partners
Colorado
$865K +$88.6K +489 +11%
KA
2228
Klingman & Associates
New York
$863K +$2.72K +15 +0.3%
MMG
2229
Monetary Management Group
Missouri
$861K +$19K +105 +2%
PC
2230
Plaisance Capital
Colorado
$861K +$861K +4,750 New
WMP
2231
Wealth Management Partners
Arizona
$858K +$858K +5,063 New
SSA
2232
South Street Advisors
New York
$853K – – –
ARMT
2233
Amica Retiree Medical Trust
Rhode Island
$853K – – –
BWAM
2234
Boyd Watterson Asset Management
Ohio
$850K -$16.3K -90 -2%
GCIA
2235
Gabelli & Co Investment Advisers
New York
$847K +$485K +2,677 +134%
CYG
2236
Clean Yield Group
Vermont
$846K -$23.6K -130 -3%
TPW
2237
Tiller Private Wealth
Pennsylvania
$846K +$26.8K +148 +3%
VLC
2238
Van Leeuwen & Company
New Jersey
$844K +$127K +702 +18%
MC
2239
Mathes Company
New York
$842K -$541K -2,990 -39%
KTA
2240
Keeley-Teton Advisors
Illinois
$840K -$1.27K -7 -0.2%
SWMP
2241
Signature Wealth Management Partners
New Jersey
$835K +$835K +4,606 New
BWA
2242
Burt Wealth Advisors
Maryland
$834K – – –
PP
2243
PDS Planning
Ohio
$833K +$122K +672 +17%
FAM
2244
Flaharty Asset Management
Florida
$828K +$35.7K +197 +5%
AA
2245
Auxano Advisors
Washington
$828K +$135K +743 +19%
MW
2246
Marcum Wealth
Ohio
$828K +$160K +885 +24%
GG
2247
Golden Green
South Carolina
$828K +$828K +4,570 New
SS
2248
Sunbelt Securities
Texas
$827K +$22.8K +126 +3%
MLFP
2249
MPS Loria Financial Planners
Illinois
$826K +$324K +1,821 +64%
JSC
2250
Jackson Square Capital
California
$823K +$448K +2,470 +119%
88 89
90
91 92