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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
BVDMP
801
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$5.05M -$2.21M -20,500 -27%
PCM
802
Poehling Capital Management
Wisconsin
$5.04M -$93.1K -865 -2%
NCM
803
Narwhal Capital Management
Georgia
$5.04M -$2.04M -18,914 -27%
SB
804
Simmons Bank
Arkansas
$5.03M +$82.2K +764 +2%
AWM
805
Apollon Wealth Management
South Carolina
$5.02M -$26.9K -250 -0.5%
FTIS
806
First Trust Investment Solutions
Florida
$5.02M +$4.2M +39,025 +338%
BONST
807
Bank of Nova Scotia Trust
Ontario, Canada
$5.02M +$567K +5,267 +12%
KS
808
Karpas Strategies
Connecticut
$5.02M
WCMN
809
Westchester Capital Management (Nebraska)
Nebraska
$5M -$59.1K -549 -1%
SAM
810
Strategy Asset Managers
California
$5M +$333K +3,094 +6%
VST
811
Van Strum & Towne
California
$4.99M +$16.1K +150 +0.3%
KIA
812
KCM Investment Advisors
California
$4.98M -$99.6K -925 -2%
SPC
813
Sigma Planning Corp
Michigan
$4.97M -$607K -5,635 -10%
FMWA
814
Forvis Mazars Wealth Advisors
Missouri
$4.97M +$105K +975 +2%
ACM
815
Alight Capital Management
New York
$4.96M -$4.58M -42,500 -46%
CCT
816
Chemung Canal Trust
New York
$4.96M +$141K +1,306 +3%
FDP
817
Financiere des Professionnels
Quebec, Canada
$4.95M -$968K -8,990 -15%
SBF
818
Sara-Bay Financial
Florida
$4.94M +$377K +3,499 +8%
FNB
819
Farmers National Bank
Kentucky
$4.93M +$237K +2,200 +5%
AMG
820
Asset Management Group
Connecticut
$4.92M +$585K +5,438 +12%
HWM
821
HB Wealth Management
Georgia
$4.92M +$265K +2,466 +5%
AWM
822
Avior Wealth Management
Nebraska
$4.9M +$26.9K +250 +0.5%
TCOK
823
Trust Company of Kansas
Kansas
$4.88M +$223K +2,070 +4%
CI
824
Conning Inc
Connecticut
$4.87M +$4.01M +37,209 +314%
TCM
825
Teza Capital Management
Illinois
$4.87M +$5.28M +49,018 New

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.