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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
First Eagle Investment Management
51
First Eagle Investment Management
New York
$388M -$193K -2,102 -0.1%
National Pension Service
52
National Pension Service
South Korea
$356M +$43.4M +471,240 +15%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$354M -$6.59M -71,598 -2%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$339M -$179K -1,948 -0.1%
ATO
55
Alecta Tjanstepension Omsesidigt
Sweden
$334M
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$324M -$255M -2,770,589 -45%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$323M -$10.2M -111,232 -3%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$320M +$50.7M +551,503 +20%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$314M -$13.6M -148,027 -4%
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$307M +$179M +1,942,585 +155%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$303M -$13.6M -147,579 -4%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$285M -$2.12M -23,052 -0.8%
Swedbank
63
Swedbank
Sweden
$283M -$17.1M -186,315 -6%
OAG
64
Orbis Allan Gray
Bermuda
$282M +$89.1M +967,960 +49%
Mitsubishi UFJ Asset Management
65
Mitsubishi UFJ Asset Management
Japan
$274M +$18.4M +199,466 +8%
Macquarie Group
66
Macquarie Group
Australia
$271M -$34M -369,229 -12%
Assenagon Asset Management
67
Assenagon Asset Management
Luxembourg
$240M +$206M +2,236,199 +866%
HighTower Advisors
68
HighTower Advisors
Illinois
$239M -$3.63M -39,429 -2%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$234M -$11.8M -127,914 -5%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$232M +$6.61M +71,884 +3%
UE
71
Unisphere Establishment
Liechtenstein
$226M -$61M -663,500 -22%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$222M -$376K -4,091 -0.2%
RJA
73
Raymond James & Associates
Florida
$222M +$91.3K +992 +0%
VNIM
74
Vaughan Nelson Investment Management
Texas
$209M +$8.5M +92,437 +4%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$204M +$102M +1,110,139 +109%

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.