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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
PS
751
Principal Securities
Iowa
$5.58M +$574K +5,330 +10%
VCM
752
Vision Capital Management
Oregon
$5.57M -$126K -1,174 -2%
SFA
753
Sequoia Financial Advisors
Ohio
$5.55M +$345K +3,208 +6%
AAM
754
AR Asset Management
California
$5.55M
AA
755
Ancora Advisors
Ohio
$5.54M -$344K -3,196 -5%
BBI
756
Baxter Bros Inc
Connecticut
$5.54M -$584K -5,426 -9%
VIM
757
Vinva Investment Management
Australia
$5.54M +$441K +4,097 +8%
CIA
758
Capital Investment Advisors
Georgia
$5.54M -$259K -2,410 -4%
DWP
759
Daymark Wealth Partners
Ohio
$5.53M +$1.15M +10,678 +8%
SCP
760
Stamos Capital Partners
California
$5.53M +$1.17M +10,850 +24%
IMRF
761
Illinois Municipal Retirement Fund
Illinois
$5.5M +$1.1M +10,185 +23%
HW
762
Hamilton Wealth
California
$5.49M -$35.1K -326 -0.6%
NAS
763
NWF Advisory Services
California
$5.47M +$102K +950 +2%
RAM
764
RedJay Asset Management
Ontario, Canada
$5.46M -$2.58M -24,000 -30%
SC
765
Shellback Capital
Massachusetts
$5.46M +$3.23M +30,000 +120%
Kayne Anderson Rudnick Investment Management
766
Kayne Anderson Rudnick Investment Management
California
$5.46M -$1.42M -13,178 -19%
LAI
767
Legal Advantage Investments
California
$5.44M
CHC
768
City Holding Co
West Virginia
$5.43M -$10.9K -101 -0.2%
HCM
769
Hillman Capital Management
Maryland
$5.42M -$42K -390 -0.7%
GT
770
Glenview Trust
Kentucky
$5.42M -$411K -3,814 -7%
DILIC
771
Dai-ichi Life Insurance Company
Japan
$5.42M -$10.2M -94,501 -63%
PBC
772
Pavion Blue Capital
California
$5.41M +$41.3K +384 +0.7%
HPCM
773
Hunter Perkins Capital Management
Illinois
$5.39M -$1.56M -14,470 -21%
KFP
774
KMG Fiduciary Partners
Ohio
$5.38M +$124K +1,156 +2%
PWW
775
Pettyjohn Wood & White
Virginia
$5.36M -$32.2K -299 -0.6%

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.