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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 %
MF
2376
Manchester Financial
California
$662K +$16.3K +90 +3%
SFS
2377
Summit Financial Strategies
Ohio
$661K – – –
OCM
2378
Osterweis Capital Management
California
$660K +$660K +3,645 New
GAM
2379
Gemmer Asset Management
California
$659K +$9.06K +50 +1%
CBOR
2380
Community Bank of Raymore
Missouri
$658K +$35.3K +195 +6%
OL
2381
Optas LLC
Texas
$657K -$366K -2,017 -36%
PSC
2382
Prentiss Smith & Co
Vermont
$655K -$181K -1,000 -22%
MFW
2383
Mosaic Family Wealth
Missouri
$653K +$18.1K +100 +3%
CWM
2384
Centric Wealth Management
Illinois
$653K +$281K +1,548 +75%
LPIC
2385
LeJeune Puetz Investment Counsel
Michigan
$650K – – –
CA
2386
CGN Advisors
Kansas
$650K +$650K +3,588 New
MWM
2387
Merriman Wealth Management
Washington
$649K +$95.9K +529 +17%
MIG
2388
McGuire Investment Group
Rhode Island
$648K – – –
RP
2389
Riverbridge Partners
Minnesota
$645K -$12.3K -68 -2%
NEWAS
2390
N.E.W. Advisory Services
Wisconsin
$643K +$3.28K +18 +0.5%
WIM
2391
Westside Investment Management
California
$641K -$2.65K -74 -0.4%
AFAS
2392
Acorn Financial Advisory Services
Virginia
$641K -$100K -553 -14%
IEFM
2393
IQ EQ Fund Management
Ireland
$641K +$34.4K +190 +6%
COCM
2394
Charter Oak Capital Management
New Hampshire
$641K +$641K +3,539 New
WAOTB
2395
Wealth Advisors of Tampa Bay
Florida
$640K – – –
GWM
2396
Greenhouse Wealth Management
Connecticut
$639K +$639K +3,528 New
NERM
2397
New England Research & Management
Illinois
$638K -$503K -2,775 -44%
HCA
2398
Hyperion Capital Advisors
New York
$637K -$127K -700 -17%
CC
2399
Callan Capital
California
$635K – – –
TWM
2400
Tradition Wealth Management
Minnesota
$634K +$634K +3,501 New
94 95
96
97 98