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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 %
FPGK
2401
Financial Partners Group (Kansas)
Kansas
$632K -$131K -767 -17%
BOM
2402
Bank of Marin
California
$631K +$11.6K +64 +2%
ARG
2403
Advisory Resource Group
Oklahoma
$631K +$14.7K +81 +2%
CA
2404
Crumly & Associates
Illinois
$630K -$123K -712 -16%
SFI
2405
SPC Financial Inc
Maryland
$627K – – –
CAM
2406
Cozad Asset Management
Illinois
$626K -$212K -1,170 -25%
CB
2407
CNB Bank
Pennsylvania
$623K -$1.27K -7 -0.2%
BCM
2408
Brookmont Capital Management
Texas
$621K -$31.7K -175 -5%
HWA
2409
HHM Wealth Advisors
Tennessee
$621K +$87.1K +481 +16%
LFA
2410
Legacy Financial Advisors
Kentucky
$620K +$67.6K +373 +12%
PA
2411
PFG Advisors
Arizona
$619K -$12.5K -69 -2%
HHGA
2412
Halbert Hargrove Global Advisors
California
$619K +$21.9K +121 +4%
HR
2413
Howe & Rusling
New York
$619K +$335K +1,848 +118%
RFN
2414
RDA Financial Network
Iowa
$617K -$1.12M -6,195 -65%
AWM
2415
Accel Wealth Management
Iowa
$617K +$617K +3,404 New
BRCA
2416
Birch Run Capital Advisors
Texas
$616K – – –
AF
2417
Apexium Financial
Texas
$616K – – –
CWP
2418
Curated Wealth Partners
California
$616K +$616K +3,400 New
RHFI
2419
Reilly Herbert Faulkner III
$614K – – –
RWA
2420
RGT Wealth Advisors
Texas
$611K -$649K -3,580 -52%
FNBOH
2421
First National Bank of Hutchinson
Kansas
$602K +$131K +777 +28%
KCA
2422
Karn Couzens & Associates
Connecticut
$602K +$602K +3,325 New
YMRC
2423
Yorktown Management & Research Company
Virginia
$600K – – –
CMTU
2424
Capital Markets Trading (UK)
United Kingdom
$600K +$600K +3,309 New
IF
2425
Ironwood Financial
Arizona
$599K +$536K +2,954 +844%
95 96
97
98 99