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Walt Disney

2,930 hedge funds and large institutions have $119B invested in Walt Disney in 2024 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 1,057 increasing their positions, 1,442 reducing their positions, and 216 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.68% more ownership

Funds ownership: 67.87%68.55% (+0.68%)

3% less funds holding

Funds holding: 3,0232,930 (-93)

5% less capital invested

Capital invested by funds: $125B → $119B (-$6.3B)

14% less call options, than puts

Call options by funds: $3.94B | Put options by funds: $4.6B

23% less funds holding in top 10

Funds holding in top 10: 5240 (-12)

27% less repeat investments, than reductions

Existing positions increased: 1,057 | Existing positions reduced: 1,442

29% less first-time investments, than exits

New positions opened: 154 | Existing positions closed: 216

Holders
2,930
Holders Change
-93
Holders Change %
-3.08%
% of All Funds
42.07%
Holding in Top 10
40
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-23.08%
% of All Funds
0.57%
New
154
Increased
1,057
Reduced
1,442
Closed
216
Calls
$3.94B
Puts
$4.6B
Net Calls
-$655M
Net Calls Change
+$280M
Name Holding Trade Value Shares
Change
Change in
Stake
Diamond Hill Capital Management
326
Diamond Hill Capital Management
Ohio
$24.1M
PAG
327
Private Advisor Group
New Jersey
$24.1M -$1.38M -15,039 -6%
GT
328
Glenmede Trust
Pennsylvania
$24M -$454K -4,937 -2%
BCWM
329
Bartlett & Co Wealth Management
Ohio
$24M -$4.98M -54,175 -18%
GC
330
Giverny Capital
Quebec, Canada
$23.6M +$1.13M +12,286 +5%
SCTC
331
Sanibel Captiva Trust Company
Florida
$23.6M -$1.88M -20,454 -8%
FSA
332
Franklin Street Advisors
North Carolina
$23.5M -$1.01M -10,990 -4%
SG Americas Securities
333
SG Americas Securities
New York
$23.4M -$58.6M -637,347 -72%
SDIC
334
South Dakota Investment Council
South Dakota
$23.4M +$1.62M +17,593 +8%
GPCM
335
Greenbrier Partners Capital Management
Texas
$23.3M -$28K -304 -0.1%
SIM
336
Sprucegrove Investment Management
Ontario, Canada
$23.3M -$101K -1,100 -0.5%
YCM
337
Yousif Capital Management
Michigan
$23.3M -$321K -3,492 -1%
CFB
338
Cullen/Frost Bankers
Texas
$23.1M +$582K +6,331 +3%
WPC
339
Waters Parkerson & Co
Louisiana
$23M +$145K +1,574 +0.7%
CCP
340
Clarkston Capital Partners
Michigan
$23M +$441K +4,788 +2%
GF
341
Gabelli Funds
New York
$22.8M -$2.26M -24,550 -9%
BCM
342
Becker Capital Management
Oregon
$22.6M -$851K -9,248 -4%
GD
343
Grandfield & Dodd
New York
$22.5M +$378K +4,110 +2%
CAPTRUST Financial Advisors
344
CAPTRUST Financial Advisors
North Carolina
$22.5M -$996K -10,826 -4%
RMA
345
Roffman Miller Associates
Pennsylvania
$22.5M -$268K -2,910 -1%
RMDI
346
R.M. Davis Inc
Maine
$22.3M -$154K -1,669 -0.7%
CFG
347
Citizens Financial Group
Rhode Island
$22.2M +$6.32M +68,698 +42%
CGH
348
Crossmark Global Holdings
Texas
$21.8M -$22.6K -246 -0.1%
MFIM
349
Mesirow Financial Investment Management
Illinois
$21.7M -$22.6K -246 -0.1%
EI
350
Ethic Inc
New York
$21.6M +$67.3K +731 +0.4%

DIS Hedge Fund Activity: Q3 2024 in Review

2,930 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2024, worth a combined $119B — down 5% from $125B a quarter earlier.

Sellers outnumbered buyers: 216 funds closed out of DIS and 154 opened new positions — a net loss of 62 holders — while 1,442 trimmed existing stakes and 1,057 added.

The largest buyer was AllianceBernstein, adding an estimated $880M. The largest seller was Fisher Asset Management, cutting an estimated $721M.

  • 2,930 institutional investors held Walt Disney (DIS) as of Q3 2024, down from 3,023 in Q2 2024.
  • Funds reported $119B of Walt Disney stock for Q3 2024, down 5% quarter-over-quarter.
  • 154 funds opened new Walt Disney positions in Q3 2024 and 216 closed out, a net change of -62 holders.
  • The largest Walt Disney buyer in Q3 2024 was AllianceBernstein, an estimated $880M added.
  • The largest Walt Disney seller in Q3 2024 was Fisher Asset Management, an estimated $721M sold.

Based on aggregated 13F filings for Q3 2024.