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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
GAM
551
Griffin Asset Management
New York
$9.66M +$635K +5,900 +6%
SPIA
552
Steward Partners Investment Advisory
New York
$9.66M -$57.8K -537 -0.5%
CIA
553
CCM Investment Advisers
South Carolina
$9.58M +$15.1K +140 +0.1%
KPWS
554
Kestra Private Wealth Services
Texas
$9.56M -$1.11M -10,310 -10%
NFC
555
Northeast Financial Consultants
Connecticut
$9.5M -$194K -1,800 -2%
KA
556
KLCM Advisors
Wisconsin
$9.5M -$76.6K -712 -0.7%
AT
557
Arvest Trust
Oklahoma
$9.5M -$406K -3,768 -4%
GCM
558
Graham Capital Management
Connecticut
$9.46M -$232K -2,157 -2%
BBA
559
Baader Bank Aktiengesellschaft
Germany
$9.4M -$4.95M -45,997 -33%
SCM
560
Shelton Capital Management
Colorado
$9.36M +$2.69M +24,987 +36%
Balyasny Asset Management
561
Balyasny Asset Management
Illinois
$9.35M -$86.2M -801,136 -89%
SIMG
562
Sonora Investment Management Group
Arizona
$9.3M
TI
563
Tidal Investments
Wisconsin
$9.3M +$3.23M +29,995 +47%
FNBOO
564
First National Bank of Omaha
Nebraska
$9.26M +$556K +5,167 +6%
AFG
565
Albion Financial Group
Utah
$9.26M +$286K +2,659 +3%
SIM
566
Seaview Investment Managers
Florida
$9.25M +$476K +4,420 +5%
CWM
567
Cabot Wealth Management
Massachusetts
$9.19M -$19.3K -179 -0.2%
CA
568
Cullinan Associates
Kentucky
$9.18M +$6.66M +61,823 +202%
VA
569
Vident Advisory
Georgia
$9.17M +$3.61M +33,562 +57%
NMERB
570
New Mexico Educational Retirement Board
New Mexico
$9.15M
NC
571
NZS Capital
Colorado
$9.14M +$4.86M +45,158 +96%
RGI
572
River Global Investors
United Kingdom
$9.11M -$246K -2,288 -2%
CIS
573
Connors Investor Services
Pennsylvania
$9.02M +$567K +5,265 +6%
TIAA Trust, National Association
574
TIAA Trust, National Association
North Carolina
$9M -$158K -1,466 -2%
PWP
575
Private Wealth Partners
California
$9M +$5.87M +54,552 +151%

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.