Walt Disney
DIS
3,168 hedge funds and large institutions have $154B invested in Walt Disney in 2024 Q1 according to their latest regulatory filings, with 354 funds opening new positions, 1,195 increasing their positions, 1,345 reducing their positions, and 149 closing their positions.
138% more first-time investments, than exits
New positions opened: 354 | Existing positions closed: 149
62% more funds holding in top 10
Funds holding in top 10: 63 → 102 (+39)
33% more capital invested
Capital invested by funds: $116B → $154B (+$38.2B)
6% more funds holding
Funds holding: 3,000 → 3,168 (+168)
7% more call options, than puts
Call options by funds: $6.41B | Put options by funds: $6B
0.74% less ownership
Funds ownership: 68.82% → 68.08% (-0.74%)
11% less repeat investments, than reductions
Existing positions increased: 1,195 | Existing positions reduced: 1,345
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.58B |
| 2 |
Jennison Associates
New York
|
+$1.27B |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$636M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$575M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$508M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.04B |
| 2 |
Bank of New York Mellon
New York
|
-$687M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$588M |
| 4 |
Swedbank
Stockholm,
Sweden
|
-$353M |
| 5 |
Jane Street
New York
|
-$344M |
DIS Hedge Fund Activity: Q1 2024 in Review
3,168 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q1 2024, worth a combined $154B — up 33% from $116B a quarter earlier.
Buyers outnumbered sellers: 354 funds opened new DIS positions and 149 closed out — a net gain of 205 holders — while 1,195 added to existing stakes and 1,345 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.58B. The largest seller was Morgan Stanley, cutting an estimated $5.04B.
- 3,168 institutional investors held Walt Disney (DIS) as of Q1 2024, up from 3,000 in Q4 2023.
- Funds reported $154B of Walt Disney stock for Q1 2024, up 33% quarter-over-quarter.
- 354 funds opened new Walt Disney positions in Q1 2024 and 149 closed out, a net change of +205 holders.
- The largest Walt Disney buyer in Q1 2024 was Fidelity Investments, an estimated $1.58B added.
- The largest Walt Disney seller in Q1 2024 was Morgan Stanley, an estimated $5.04B sold.
Based on aggregated 13F filings for Q1 2024.