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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 %
BL
2426
BFSG LLC
California
$598K -$18.1K -100 -3%
ACM
2427
Alethea Capital Management
Washington
$598K – – –
JGUA
2428
John G. Ullman & Associates
New York
$597K -$18.1K -100 -3%
BOS
2429
Bingham Osborn & Scarborough
California
$596K -$440K -2,429 -42%
MHR
2430
Matthew Hamilton Rosenberg
$596K +$9.79K +54 +2%
MS
2431
Maven Securities
Jersey
$596K +$596K +3,271 New
MIM
2432
Meridiem Investment Management
United Kingdom
$596K +$596K +3,290 New
BMCM
2433
Bryn Mawr Capital Management
Pennsylvania
$595K +$181 +1 +0%
JMFC
2434
J.M. Forbes & Co
Massachusetts
$595K +$27.2K +150 +5%
OWA
2435
Opal Wealth Advisors
New York
$592K +$592K +3,270 New
UCI
2436
Uncommon Cents Investing
Wisconsin
$588K +$240K +1,325 +69%
CAS
2437
Coppell Advisory Solutions
Texas
$588K +$588K +3,247 New
WWM
2438
Wolff Wiese Magana
California
$587K +$587K +3,238 New
LAM
2439
LifePro Asset Management
California
$585K +$585K +3,231 New
EA
2440
Eclectic Associates
California
$584K +$584K +3,222 New
RZH
2441
Relyea Zuckerberg Hanson
Connecticut
$583K -$200K -1,105 -26%
PSP
2442
Principal Street Partners
Tennessee
$583K +$9.06K +50 +2%
BSSFA
2443
Baron Silver Stevens Financial Advisors
Florida
$583K +$583K +3,219 New
FC
2444
Fusion Capital
South Carolina
$582K +$40.4K +223 +7%
CCG
2445
Capital CS Group
California
$580K +$580K +3,200 New
Verition Fund Management
2446
Verition Fund Management
Connecticut
$578K -$1.73M -9,517 -75%
IF
2447
IRON Financial
Illinois
$574K -$21.2K -117 -4%
RW
2448
Rede Wealth
Virginia
$574K +$574K +3,167 New
GAM
2449
Gould Asset Management
California
$572K +$24.5K +135 +4%
BWM
2450
BCS Wealth Management
Tennessee
$571K -$37.1K -205 -6%
96 97
98
99 100