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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
BIAS
526
Beacon Investment Advisory Services
New Jersey
$10.3M +$120K +1,113 +1%
SGK
527
Steigerwald Gordon & Koch
Virginia
$10.3M -$150K -1,392 -1%
MGP
528
Metis Global Partners
California
$10.3M +$55.7K +517 +0.5%
ETC
529
Exchange Traded Concepts
Oklahoma
$10.3M +$2.39M +22,242 +27%
Wealthfront Advisers
530
Wealthfront Advisers
California
$10.2M +$238K +2,214 +2%
LSERS
531
Louisiana State Employees Retirement System
Louisiana
$10.2M -$398K -3,700 -3%
MWM
532
Modera Wealth Management
New Jersey
$10.2M -$230K -2,133 -2%
Allspring Global Investments
533
Allspring Global Investments
North Carolina
$10.2M -$46K -427 -0.4%
HT
534
Headlands Technologies
Illinois
$10.2M +$11.1M +102,705 New
Parallax Volatility Advisers
535
Parallax Volatility Advisers
California
$10.2M -$404K -3,754 -4%
BC
536
Blackhill Capital
New Jersey
$10.1M
PA
537
Parallel Advisors
California
$10.1M -$369K -3,429 -3%
LKIM
538
Lawson Kroeker Investment Management
Nebraska
$10M -$227K -2,108 -2%
MGIA
539
Matthew Goff Investment Advisor
Texas
$10M -$70.4K -654 -0.6%
CLGM
540
Capitolis Liquid Global Markets
New York
$9.93M -$41.4M -385,000 -79%
DI
541
DRH Investments
California
$9.92M -$412K -3,824 -4%
KWM
542
Kingsview Wealth Management
Oregon
$9.85M +$1,000K +9,286 +10%
NAMA
543
Nikko Asset Management Americas
New York
$9.79M +$1.11M +10,269 +12%
BWM
544
Bulltick Wealth Management
Florida
$9.79M +$2.55M +23,719 +32%
WB
545
WesBanco Bank
West Virginia
$9.78M -$366K -3,399 -3%
B
546
Bailard
California
$9.75M -$247K -2,294 -2%
VCAM
547
Van Cleef Asset Management
Ohio
$9.7M -$158K -1,466 -1%
CIC
548
Carnegie Investment Counsel
Ohio
$9.7M -$586K -5,441 -5%
LC
549
Lincoln Capital
Nebraska
$9.67M -$152K -1,416 -1%
TAM
550
Trillium Asset Management
Massachusetts
$9.66M -$210K -1,955 -2%

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.