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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 %
VCM
2251
Vigilant Capital Management
Maine
$820K +$77.9K +430 +11%
SFM
2252
Signet Financial Management
New Jersey
$817K -$13.8K -76 -2%
HZ
2253
Hixon Zuercher
Ohio
$817K – – –
KAH
2254
Kathryn A. Hall
$816K +$816K +4,504 New
OQS
2255
Occudo Quantitative Strategies
Florida
$807K +$807K +4,455 New
TAM
2256
Trillium Asset Management
Massachusetts
$805K -$4.53K -25 -0.6%
MSFP
2257
Mark Sheptoff Financial Planning
Connecticut
$804K +$28.3K +156 +4%
ACA
2258
Aptus Capital Advisors
Alabama
$803K +$29.3K +162 +4%
WAOI
2259
Wealth Advisors of Iowa
Iowa
$802K +$3.63K +20 +0.5%
FCFC
2260
First Citizens Financial Corp
Iowa
$802K +$48.9K +270 +6%
WDC
2261
Woodward Diversified Capital
California
$802K +$802K +4,425 New
MA
2262
MJP Associates
Connecticut
$801K +$801K +4,422 New
PHAM
2263
Palisades Hudson Asset Management
Florida
$800K +$1.99K +11 +0.2%
CIP
2264
Convergence Investment Partners
Florida
$800K +$16.3K +90 +2%
PFG
2265
PAX Financial Group
Texas
$798K -$581K -3,211 -42%
DWM
2266
Darwin Wealth Management
Florida
$796K +$67.4K +372 +9%
WWA
2267
WC Walker & Associates
California
$795K +$795K +4,330 New
DPI
2268
Diversified Portfolios Inc
Michigan
$794K +$450K +2,482 +131%
KMWM
2269
Keudell/Morrison Wealth Management
Oregon
$793K -$4.17K -23 -0.5%
WA
2270
Wealth Architects
California
$790K -$82.9K -458 -10%
SWM
2271
Segment Wealth Management
Texas
$790K +$32.4K +179 +4%
AR
2272
Advisory Research
Illinois
$789K +$789K +4,353 New
FNBOSM
2273
First National Bank of South Miami
Florida
$788K -$93.2K -514 -11%
FPA
2274
First Pacific Advisors
California
$786K -$319K -1,760 -29%
CP
2275
Covenant Partners
Tennessee
$786K +$57.8K +319 +8%
89 90
91
92 93