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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
BFA
1151
Bill Few Associates
Pennsylvania
$2.4M +$5.17K +48 +0.2%
BHIA
1152
Birch Hill Investment Advisors
Massachusetts
$2.4M -$7.64K -71 -0.3%
MIC
1153
Means Investment Company
Maine
$2.4M -$100K -931 -4%
CFGS
1154
Concourse Financial Group Securities
Alabama
$2.4M -$291K -2,706 -10%
LWANC
1155
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.39M -$216K -2,007 -8%
BMC
1156
Beaton Management Company
Massachusetts
$2.39M +$5.38K +50 +0.2%
KFI
1157
Key Financial Inc
Pennsylvania
$2.39M -$506K -4,700 -16%
PCM
1158
Parsons Capital Management
Rhode Island
$2.39M -$125K -1,165 -5%
AWAP
1159
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.38M -$79.1K -735 -3%
HH
1160
Hilltop Holdings
Texas
$2.38M +$440K +4,085 +21%
CCG
1161
Ceeto Capital Group
Florida
$2.38M
RWM
1162
Ritholtz Wealth Management
New York
$2.38M -$18K -167 -0.7%
QCG
1163
Quadrant Capital Group
Ohio
$2.37M +$129K +1,197 +5%
PIM
1164
Penobscot Investment Management
Massachusetts
$2.37M -$803K -7,464 -24%
PVI
1165
Pine Valley Investments
New Jersey
$2.37M -$274K -2,547 -10%
KP
1166
Keel Point
Alabama
$2.36M -$2.08M -19,336 -41%
FFM
1167
Forum Financial Management
Illinois
$2.35M +$21.7K +202 +0.9%
CB
1168
Community Bank
New York
$2.35M -$40.9K -380 -2%
LWP
1169
LMG Wealth Partners
Louisiana
$2.35M +$24.2K +225 +1%
VCP
1170
Verus Capital Partners
Arizona
$2.34M -$94.1K -874 -4%
OCAM
1171
Onex Canada Asset Management
Ontario, Canada
$2.34M -$29.8K -277 -1%
PT
1172
Plimoth Trust
Massachusetts
$2.33M +$9.15K +85 +0.4%
WC
1173
Westhampton Capital
North Carolina
$2.32M -$2.8K -26 -0.1%
ACM
1174
Avalon Capital Management
California
$2.32M -$108K -1,002 -4%
FNT
1175
First National Trust
Pennsylvania
$2.3M -$464K -4,314 -16%

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.