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 %
DA
2451
Dash Acquisitions
California
$571K +$571K +3,150 New
PD
2452
Planning Directions
Pennsylvania
$570K – – –
AFA
2453
Atlanta Financial Associates
Georgia
$570K – – –
VAS
2454
Valicenti Advisory Services
New York
$570K – – –
APW
2455
Austin Private Wealth
Texas
$570K +$110K +608 +24%
BFG
2456
Barber Financial Group
Kansas
$569K +$2K +11 +0.4%
PIMG
2457
Patriot Investment Management Group
Tennessee
$568K -$310K -1,710 -35%
AIM
2458
Avity Investment Management
Connecticut
$568K -$3.62K -20 -0.6%
FA
2459
Fountainhead AM
New Jersey
$566K +$566K +3,123 New
DDPIC
2460
Deroy & Devereaux Private Investment Counsel
Michigan
$564K – – –
OWP
2461
Obermeyer Wealth Partners
Colorado
$563K -$51.6K -285 -8%
MPM
2462
Meritage Portfolio Management
Kansas
$562K +$75.6K +417 +16%
ECAM
2463
East Coast Asset Management
Massachusetts
$560K – – –
LF
2464
Lantz Financial
Illinois
$560K +$34.8K +192 +7%
HPCM
2465
Hunter Perkins Capital Management
Illinois
$560K +$560K +3,089 New
SQA
2466
Simon Quick Advisors
New Jersey
$558K -$110K -606 -16%
RIM
2467
Redwood Investment Management
Arizona
$557K +$209K +1,152 +60%
GFG
2468
Greystone Financial Group
Michigan
$556K +$556K +2,927 New
TCM
2469
Traynor Capital Management
Pennsylvania
$551K -$138K -762 -20%
SF
2470
Symphony Financial
Texas
$550K -$160K -902 -23%
IFAM
2471
Institutional & Family Asset Management
Colorado
$549K +$71.9K +397 +15%
HWM
2472
Hohimer Wealth Management
Washington
$548K -$14.5K -80 -3%
WFM
2473
Wolff Financial Management
Michigan
$548K – – –
CG
2474
CFO4Life Group
Texas
$548K +$20.8K +115 +4%
BFS
2475
Bickling Financial Services
Massachusetts
$548K +$548K +3,022 New
97 98
99
100 101