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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
NP
1026
NorthRock Partners
Minnesota
$3.07M -$106K -981 -3%
TYCC
1027
Texas Yale Capital Corp
Florida
$3.07M
HIP
1028
HUB Investment Partners
Texas
$3.06M +$125K +1,159 +4%
TAM
1029
Thematics Asset Management
France
$3.06M -$156K -1,447 -4%
WPIC
1030
White Pine Investment Company
Michigan
$3.04M +$127K +1,178 +4%
AP
1031
Arlington Partners
Alabama
$3.03M -$64.9K -603 -2%
SFG
1032
SevenBridge Financial Group
Pennsylvania
$3.03M -$11.8K -110 -0.3%
CCM
1033
Condor Capital Management
New Jersey
$3.03M +$28.9K +268 +0.9%
AssetMark Inc
1034
AssetMark Inc
California
$3.03M -$29.2K -271 -0.9%
WKWM
1035
Walter & Keenan Wealth Management
Indiana
$3.03M -$431 -4 -0%
BFS
1036
Bard Financial Services
Connecticut
$3.03M -$358K -3,325 -10%
SAG
1037
SageView Advisory Group
California
$3.02M +$239K +2,223 +8%
AMI
1038
Amica Mutual Insurance
Rhode Island
$3.02M
QFA
1039
Quattro Financial Advisors
Texas
$3.01M +$1.08M +10,000 +49%
VSQM
1040
V-Square Quantitative Management
Illinois
$3.01M -$92.8K -862 -3%
LBC
1041
Lowe Brockenbrough & Co
Virginia
$3M -$60K -557 -2%
PCTC
1042
Perkins Coie Trust Company
Washington
$3M -$390K -3,624 -11%
FMB
1043
Field & Main Bank
Kentucky
$2.99M +$41.1K +382 +1%
CIC
1044
Canal Insurance Company
South Carolina
$2.98M
AWMT
1045
AAFMAA Wealth Management & Trust
North Carolina
$2.98M
LA
1046
Legacy Advisors
Pennsylvania
$2.98M +$125K +1,163 +4%
WA
1047
Waverly Advisors
Alabama
$2.97M +$565K +5,253 +21%
AG
1048
Ascent Group
Virginia
$2.96M +$450K +4,176 +16%
MGIA
1049
Moneta Group Investment Advisors
Missouri
$2.96M +$378K +3,509 +13%
A
1050
AustralianSuper
Australia
$2.94M

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.