DIS icon

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 %
TF
2326
Tompkins Financial
New York
$731K -$16.8K -93 -2%
FNC
2327
First National Corp
Massachusetts
$727K -$905 -5 -0.1%
FGAM
2328
Financial Gravity Asset Management
Texas
$727K +$727K +4,009 New
PAS
2329
Professional Advisory Services
Florida
$725K – – –
HC
2330
HNP Capital
New York
$723K +$251K +1,384 +53%
CF
2331
Corrigan Financial
Rhode Island
$720K -$16.7K -92 -2%
RWM
2332
RBA Wealth Management
California
$719K -$3.26K -18 -0.5%
SLWA
2333
San Luis Wealth Advisors
California
$716K +$716K +3,954 New
SWA
2334
Sutton Wealth Advisors
Florida
$714K +$8.88K +49 +1%
IWP
2335
Icon Wealth Partners
Texas
$710K -$123K -677 -15%
CC
2336
Capital Counsel
New York
$710K +$326K +1,800 +85%
KA
2337
Kercheville Advisors
Texas
$709K +$709K +3,933 New
WCM
2338
WealthBridge Capital Management
Ohio
$708K +$89.4K +493 +14%
RWB
2339
RMR Wealth Builders
New Jersey
$707K -$1.71M -9,409 -71%
OBWG
2340
Onyx Bridge Wealth Group
New York
$706K +$706K +3,897 New
BWCS
2341
Beirne Wealth Consulting Services
Connecticut
$704K -$81.2K -448 -10%
WA
2342
Waverly Advisors
Alabama
$704K – – –
SPWG
2343
Sage Private Wealth Group
Illinois
$704K +$704K +3,884 New
VRM
2344
Vectors Research Management
New York
$703K +$231K +1,273 +49%
CWC
2345
Carolinas Wealth Consulting
North Carolina
$703K +$271K +1,495 +63%
SFSIG
2346
San Francisco Sentry Investment Group
California
$701K -$14.5K -80 -2%
P
2347
&Partners
Tennessee
$699K +$106K +585 +18%
PAM
2348
Palisade Asset Management
Minnesota
$697K +$122K +675 +21%
PPWM
2349
PFG Private Wealth Management
Florida
$696K -$10.7K -59 -2%
TC
2350
Truvestments Capital
Florida
$692K +$15.9K +88 +2%
92 93
94
95 96