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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 %
SFA
2351
Source Financial Advisors
New York
$692K +$692K +3,821 New
RMC
2352
Regis Management Company
California
$691K -$9.06K -50 -1%
ACA
2353
Affinity Capital Advisors
California
$689K -$68.8K -380 -9%
CF
2354
Copperwynd Financial
Arizona
$689K -$25.4K -140 -4%
IDBONY
2355
Israel Discount Bank of New York
New York
$688K -$636K -3,510 -48%
PIA
2356
Pinion Investment Advisors
Kansas
$687K -$20.8K -115 -3%
CWM
2357
Chesapeake Wealth Management
Virginia
$684K -$15K -83 -2%
BC
2358
Burleson & Co
California
$683K +$1.09K +6 +0.2%
WMA
2359
Wealth Management Associates
New Jersey
$683K -$8.52K -47 -1%
WA
2360
Winfield Associates
Ohio
$682K +$36.2K +200 +6%
IC
2361
Investment Counsel
Michigan
$678K – – –
TFO
2362
Tarbox Family Office
California
$677K -$68.9K -380 -9%
KLI
2363
Kelman-Lazarov Inc
Tennessee
$675K -$27.2K -150 -4%
AF
2364
Affiance Financial
Minnesota
$674K -$11.2K -62 -2%
CWG
2365
Cornerstone Wealth Group
North Carolina
$673K +$3.26K +18 +0.5%
KLCM
2366
KG&L Capital Management
Louisiana
$671K -$1.18M -6,536 -64%
NJBEST
2367
New Jersey Better Educational Savings Trust
New Jersey
$671K -$225K -1,244 -25%
FBT
2368
First Bank & Trust
South Dakota
$671K -$50.2K -277 -7%
MPIA
2369
Mountain Pacific Investment Advisers
Idaho
$671K – – –
FCCM
2370
First City Capital Management
Georgia
$669K -$495K -2,592 -43%
VAM
2371
Verity Asset Management
North Carolina
$667K +$27.9K +154 +4%
MC
2372
Miramar Capital
Illinois
$666K -$34K -179 -5%
TFM
2373
TFC Financial Management
Massachusetts
$666K +$10.5K +58 +2%
CFFP
2374
Center for Financial Planning
Michigan
$665K -$1.99K -11 -0.3%
EFSCE
2375
Enterprise Financial Services Corp (EFSC)
Missouri
$663K -$12.3K -68 -2%
93 94
95
96 97