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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
BCM
451
Brookstone Capital Management
Illinois
$12.3M +$1.09M +11,864 +10%
SAM
452
Silvercrest Asset Management
New York
$12.3M -$194K -2,105 -2%
WTB
453
Washington Trust Bank
Washington
$12.2M +$286K +3,106 +3%
AAF
454
Andra AP-fonden
Sweden
$12.2M +$9.17M +99,700 +363%
BFIM
455
Beese Fulmer Investment Management
Ohio
$12.2M -$145K -1,579 -1%
KRS
456
Kentucky Retirement Systems
Kentucky
$12.2M -$1.02M -11,034 -8%
AA
457
Apriem Advisors
California
$12.1M -$274K -2,981 -2%
Parallax Volatility Advisers
458
Parallax Volatility Advisers
California
$12.1M +$2.15M +23,386 +23%
FLPIM
459
F.L. Putnam Investment Management
Massachusetts
$12.1M -$122K -1,330 -1%
SBWIC
460
Schaper Benz & Wise Investment Counsel
Wisconsin
$12M +$566K +6,155 +5%
WT
461
Washington Trust
Rhode Island
$11.9M +$150K +1,634 +1%
GKWIM
462
Gerber Kawasaki Wealth & Investment Management
California
$11.8M -$603K -6,549 -5%
LDB
463
Lee, Danner & Bass
Tennessee
$11.8M +$239K +2,593 +2%
RJT
464
Raymond James Trust
Florida
$11.8M -$347K -3,767 -3%
AAS
465
Avantax Advisory Services
Texas
$11.8M +$442K +4,804 +4%
VHAM
466
Van Hulzen Asset Management
California
$11.7M -$2.3M -25,003 -17%
LIM
467
Lathrop Investment Management
Arkansas
$11.7M -$382K -4,157 -3%
NSAM
468
North Star Asset Management
Wisconsin
$11.5M +$409K +4,443 +4%
SWP
469
Stratos Wealth Partners
Ohio
$11.5M +$754K +8,198 +7%
QCM
470
Quantinno Capital Management
New York
$11.4M +$3.23M +35,133 +42%
MSU
471
Mizuho Securities USA
New York
$11.3M -$2.11M -22,959 -16%
MCM
472
MAI Capital Management
Ohio
$11.3M -$1.39M -15,142 -11%
FLII
473
First Long Island Investors
New York
$11.2M +$4.19M +45,579 +64%
JC
474
Jacobs & Co
California
$11.2M +$516K +5,604 +5%
ECU
475
Eisler Capital (US)
New York
$11.1M +$7.67M +83,399 +260%

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.