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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 %
PVWM
2301
Point View Wealth Management
New Jersey
$759K -$285K -1,572 -27%
SW
2302
SkyOak Wealth
Michigan
$758K -$127K -700 -14%
SWP
2303
Strategic Wealth Partners
Ohio
$758K -$38.6K -213 -5%
BFA
2304
Beacon Financial Advisory
Ohio
$758K +$71.5K +395 +10%
KWILP
2305
Kiwi Wealth Investments Limited Partnership
New Zealand
$758K +$758K +4,186 New
FFM
2306
Fullerton Fund Management
Singapore
$757K -$305K -1,683 -29%
SIM
2307
SSI Investment Management
California
$757K -$724 -4 -0.1%
SFG
2308
SageGuard Financial Group
Tennessee
$755K +$755K +4,157 New
LC
2309
Lindbrook Capital
California
$752K +$10.7K +59 +1%
MAM
2310
Marotta Asset Management
Virginia
$751K -$725 -4 -0.1%
CFD
2311
Creative Financial Designs
Indiana
$749K +$8.87K +49 +1%
CCB
2312
Cutter & Co Brokerage
Missouri
$749K +$39.9K +220 +6%
LC
2313
Lavaca Capital
Texas
$748K -$371K -2,051 -33%
NFP
2314
Novak Financial Planning
Maryland
$747K +$747K +4,122 New
FFWM
2315
Future Financial Wealth Management
Ohio
$746K +$746K +4,119 New
BL
2316
Balentine LLC
Georgia
$744K +$30.3K +167 +4%
SIG
2317
Sargent Investment Group
Maryland
$740K -$122K -676 -14%
MAWCM
2318
Mine & Arao Wealth Creation & Management
California
$740K – – –
VA
2319
Valmark Advisers
Ohio
$739K -$27.4K -151 -4%
FIA
2320
Foundations Investment Advisors
Arizona
$737K -$79K -442 -10%
CPIG
2321
Chicago Partners Investment Group
Illinois
$735K +$168K +975 +30%
BA
2322
Birinyi Associates
Connecticut
$734K – – –
SAM
2323
SP Asset Management
California
$734K +$86.1K +475 +13%
MCM
2324
McRae Capital Management
New Jersey
$733K +$36.2K +200 +5%
AFG
2325
Allegheny Financial Group
Pennsylvania
$732K +$732K +4,043 New
91 92
93
94 95