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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
MKC
976
M. Kraus & Co
Vermont
$3.35M -$130K -1,205 -3%
DBIA
977
Dumont & Blake Investment Advisors
New Jersey
$3.33M +$1.81M +16,791 +101%
EIM
978
Essex Investment Management
Massachusetts
$3.32M -$255K -2,371 -7%
FCH
979
Freestone Capital Holdings
Washington
$3.32M +$241K +2,242 +7%
GIM
980
Goelzer Investment Management
Indiana
$3.32M -$119K -1,109 -3%
LA
981
Lynch & Associates
Indiana
$3.31M +$218K +2,027 +6%
CIM
982
Contrarius Investment Management
Jersey
$3.31M -$447K -4,153 -11%
PAM
983
Pegasus Asset Management
New York
$3.31M +$42.7K +397 +1%
GWM
984
Graybill Wealth Management
Illinois
$3.31M +$98.6K +916 +3%
RCM
985
RB Capital Management
Nevada
$3.3M -$31K -288 -0.9%
WAC
986
William Allan Corp
Colorado
$3.3M -$29K -269 -0.8%
ACP
987
Aviance Capital Partners
Florida
$3.29M +$42.2K +392 +1%
CNBT
988
Canandaigua National Bank & Trust
New York
$3.29M +$56.1K +521 +2%
CCP
989
Clarity Capital Partners
California
$3.29M -$61.5K -571 -2%
RVM
990
Robinson Value Management
Texas
$3.28M -$23.4K -217 -0.7%
WPP
991
Whalerock Point Partners
Rhode Island
$3.28M -$88.3K -820 -2%
AIM
992
Achmea Investment Management
Netherlands
$3.27M +$1.76M +16,370 +99%
PRC
993
Pearl River Capital
Michigan
$3.27M +$1.81M +16,835 +105%
BAM
994
Boyar Asset Management
New York
$3.25M
CT
995
Colonial Trust
South Carolina
$3.25M +$103K +958 +3%
WAP
996
Wealthcare Advisory Partners
Pennsylvania
$3.24M +$345K +3,208 +11%
MCCA
997
Mill Creek Capital Advisors
Pennsylvania
$3.24M +$15.2K +141 +0.4%
BMWM
998
Brown Miller Wealth Management
Virginia
$3.23M -$3.88K -36 -0.1%
SEC
999
Seven Eight Capital
New York
$3.23M +$3.5M +32,549 New
ZIG
1000
Zuckerman Investment Group
Illinois
$3.23M +$346K +3,218 +11%

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.