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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
MMM
1076
Mendel Money Management
Illinois
$2.75M -$506K -4,702 -15%
PWP
1077
Principle Wealth Partners
Connecticut
$2.74M -$13.5K -125 -0.5%
MG
1078
Mather Group
Illinois
$2.73M +$1.03M +9,524 +74%
ESBC
1079
E.S. Barr & Co
Kentucky
$2.73M -$8.4M -78,030 -74%
AAS
1080
Ameritas Advisory Services
Nebraska
$2.73M +$29.1K +270 +1%
AAF
1081
Andra AP-fonden
Sweden
$2.73M +$2.96M +27,500 New
BA
1082
Bridgewater Advisors
New York
$2.73M +$312K +2,897 +10%
CF
1083
Cantor Fitzgerald
New York
$2.73M -$36.2K -336 -1%
AAM
1084
Advisors Asset Management
Colorado
$2.71M +$139K +1,287 +5%
CII
1085
Capital International Inc
California
$2.69M -$243K -2,261 -8%
BPC
1086
Banque Pictet & Cie
Switzerland
$2.69M -$2.56M -23,754 -47%
EIP
1087
Epoch Investment Partners
New York
$2.69M -$446K -4,147 -13%
MFG
1088
Merit Financial Group
Georgia
$2.68M -$89.6K -832 -3%
IAIM
1089
International Assets Investment Management
Florida
$2.68M -$507K -4,709 -15%
HPC
1090
HM Payson & Co
Maine
$2.68M -$255K -2,373 -8%
MAS
1091
Meeder Advisory Services
Ohio
$2.65M +$847K +7,870 +42%
CANC
1092
Culbertson A N & Co
Virginia
$2.65M -$110K -1,025 -4%
NRS
1093
Neville Rodie & Shaw
New York
$2.65M -$426K -3,960 -13%
BSA
1094
Bull Street Advisors
Georgia
$2.64M
SIG
1095
Sky Investment Group
Connecticut
$2.64M -$1.08K -10 -0%
RCA
1096
Resonant Capital Advisors
Wisconsin
$2.64M +$11K +102 +0.4%
EFS
1097
Essex Financial Services
Connecticut
$2.64M +$1.51M +14,022 +84%
FHA
1098
Flagship Harbor Advisors
Massachusetts
$2.63M -$77K -715 -3%
SBIA
1099
Sheaff Brock Investment Advisors
Indiana
$2.63M -$812K -7,544 -22%
CSPAM
1100
Cary Street Partners Asset Management
Virginia
$2.62M +$352K +3,266 +14%

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.