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Walt Disney

3,024 hedge funds and large institutions have $125B invested in Walt Disney in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 1,091 increasing their positions, 1,421 reducing their positions, and 273 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.21% less ownership

Funds ownership: 68.08%67.87% (-0.21%)

5% less funds holding

Funds holding: 3,1683,024 (-144)

18% less capital invested

Capital invested by funds: $154B → $125B (-$28.4B)

23% less call options, than puts

Call options by funds: $3.14B | Put options by funds: $4.07B

23% less repeat investments, than reductions

Existing positions increased: 1,091 | Existing positions reduced: 1,421

39% less first-time investments, than exits

New positions opened: 167 | Existing positions closed: 273

49% less funds holding in top 10

Funds holding in top 10: 10252 (-50)

Holders
3,024
Holders Change
-144
Holders Change %
-4.55%
% of All Funds
43.67%
Holding in Top 10
52
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-49.02%
% of All Funds
0.75%
New
167
Increased
1,091
Reduced
1,421
Closed
273
Calls
$3.14B
Puts
$4.07B
Net Calls
-$935M
Net Calls Change
-$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
EI
401
Ethic Inc
New York
$17.5M -$78.7K -731 -0.4%
RCW
402
Rheos Capital Works
Japan
$17.5M
RFC
403
Regions Financial Corp
Alabama
$17.5M -$19.6M -181,791 -51%
GC
404
Guggenheim Capital
Illinois
$17.4M -$2.68M -24,919 -12%
PA
405
Pinnacle Associates
New York
$17.2M +$660K +6,128 +4%
AWS
406
Atria Wealth Solutions
New York
$16.7M +$129K +1,197 +0.7%
WCM
407
Windward Capital Management
California
$16.6M -$510K -4,739 -3%
GC
408
Grimes & Company
Massachusetts
$16.5M +$48.4K +450 +0.3%
WTC
409
WhitTier Trust Company
Nevada
$16.5M +$22.5K +209 +0.1%
CCP
410
Clifford Capital Partners
Utah
$16.4M +$3.13M +29,044 +21%
GGI
411
Godsey & Gibb Inc
Virginia
$16.4M +$379K +3,518 +2%
CCA
412
Cobblestone Capital Advisors
New York
$16.4M +$60K +557 +0.3%
EMPI
413
Elo Mutual Pension Insurance
Finland
$16.4M -$272K -2,523 -2%
BCM
414
Bridgeway Capital Management
Texas
$16.3M +$1.58M +14,657 +10%
CSIC
415
Clifford Swan Investment Counsel
California
$16.3M -$144K -1,338 -0.8%
MGCM
416
Mane Global Capital Management
New York
$16.2M -$8.6M -79,930 -33%
CFG
417
Citizens Financial Group
Rhode Island
$16.1M +$14.6M +135,994 +526%
SYBT
418
Stock Yards Bank & Trust
Kentucky
$16M -$175K -1,623 -1%
TC
419
TownSquare Capital
Utah
$15.9M -$208K -1,934 -1%
TGCMU
420
Titan Global Capital Management USA
New York
$15.7M -$163K -1,512 -0.9%
TI
421
Trexquant Investment
Connecticut
$15.7M +$17M +158,276 New
AF
422
Ally Financial
Michigan
$15.7M
RAM
423
Readystate Asset Management
Illinois
$15.6M +$7.36M +68,359 +77%
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$15.6M +$302K +2,807 +2%
PCIA
425
Prime Capital Investment Advisors
Kansas
$15.6M -$6.73M -62,532 -29%

DIS Hedge Fund Activity: Q2 2024 in Review

3,024 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q2 2024, worth a combined $125B — down 18% from $154B a quarter earlier.

Sellers outnumbered buyers: 273 funds closed out of DIS and 167 opened new positions — a net loss of 106 holders — while 1,421 trimmed existing stakes and 1,091 added.

The largest buyer was Jennison Associates, adding an estimated $599M. The largest seller was Trian Fund Management, cutting an estimated $3.2B.

  • 3,024 institutional investors held Walt Disney (DIS) as of Q2 2024, down from 3,168 in Q1 2024.
  • Funds reported $125B of Walt Disney stock for Q2 2024, down 18% quarter-over-quarter.
  • 167 funds opened new Walt Disney positions in Q2 2024 and 273 closed out, a net change of -106 holders.
  • The largest Walt Disney buyer in Q2 2024 was Jennison Associates, an estimated $599M added.
  • The largest Walt Disney seller in Q2 2024 was Trian Fund Management, an estimated $3.2B sold.

Based on aggregated 13F filings for Q2 2024.