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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
MIM
651
Morningstar Investment Management
Illinois
$7.18M -$654K -6,078 -8%
CP
652
CenterBook Partners
Connecticut
$7.16M +$7.76M +72,110 New
DJSG
653
D.J. St. Germain
Massachusetts
$7.14M +$33.2K +308 +0.4%
CC
654
Centiva Capital
New York
$7.12M +$6.26M +58,164 +428%
Envestnet Portfolio Solutions
655
Envestnet Portfolio Solutions
Illinois
$7.1M -$459K -4,264 -6%
ASN
656
Advisory Services Network
Georgia
$7.07M +$1.02M +9,453 +15%
Marshall Wace
657
Marshall Wace
United Kingdom
$7.07M -$7.71M -71,616 -50%
FLII
658
First Long Island Investors
New York
$7.06M +$7.65M +71,105 New
PHAM
659
Pacific Heights Asset Management
California
$6.95M
TCM
660
Telos Capital Management
California
$6.95M -$434K -4,030 -5%
MFAM
661
Motley Fool Asset Management
Virginia
$6.94M +$1.81M +16,832 +31%
BCMO
662
Buckingham Capital Management (Ohio)
Ohio
$6.93M +$27.4K +255 +0.4%
TCOV
663
Trust Company of Vermont
Vermont
$6.93M -$497K -4,615 -6%
WAM
664
Weatherly Asset Management
California
$6.92M -$336K -3,124 -4%
O
665
Ossiam
France
$6.9M -$23.4M -217,335 -76%
VDBMI
666
Van Den Berg Management I
Texas
$6.9M -$15.3K -142 -0.2%
CAM
667
Carret Asset Management
New York
$6.89M -$40.4K -375 -0.5%
FFA
668
First Foundation Advisors
California
$6.89M -$438K -4,073 -6%
TCM
669
Tufton Capital Management
Maryland
$6.87M -$58.2K -541 -0.8%
HTC
670
Haverford Trust Company
Pennsylvania
$6.87M -$141K -1,311 -2%
SHGA
671
Sand Hill Global Advisors
California
$6.86M +$112K +1,044 +2%
WSFS
672
Wilmington Savings Fund Society
Delaware
$6.82M -$114K -1,055 -2%
SWIG
673
Strategic Wealth Investment Group
Kentucky
$6.81M +$7.48M +69,455 New
Public Sector Pension Investment Board (PSP Investments)
674
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.81M -$21.8M -202,388 -75%
GCA
675
Greenwood Capital Associates
South Carolina
$6.78M +$672K +6,247 +10%

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.