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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
Pictet Asset Management
101
Pictet Asset Management
Switzerland
$152M -$7.28M -67,596 -4%
GLA
102
Great Lakes Advisors
Illinois
$147M +$10.7M +99,577 +7%
Federated Hermes
103
Federated Hermes
Pennsylvania
$142M +$4.01M +37,294 +3%
Truist Financial
104
Truist Financial
North Carolina
$140M -$12.7M -118,329 -8%
DekaBank Deutsche Girozentrale
105
DekaBank Deutsche Girozentrale
Germany
$138M -$9.49M -88,159 -6%
Bank Julius Baer & Co
106
Bank Julius Baer & Co
Switzerland
$137M -$11M -101,840 -7%
Neuberger Berman Group
107
Neuberger Berman Group
New York
$133M -$67.5M -627,175 -32%
Harris Associates
108
Harris Associates
Illinois
$130M -$108M -1,002,302 -43%
SRIM
109
Saratoga Research & Investment Management
California
$128M -$4.63M -43,047 -3%
Empower Advisory Group
110
Empower Advisory Group
Colorado
$125M -$49.7K -462 -0%
1832 Asset Management
111
1832 Asset Management
Ontario, Canada
$124M +$40.2M +373,102 +43%
National Bank of Canada
112
National Bank of Canada
Quebec, Canada
$122M +$33M +306,457 +32%
Focus Partners Wealth
113
Focus Partners Wealth
Massachusetts
$122M +$117M +1,083,977 +740%
EHC
114
Everett Harris & Co
California
$122M -$1.14M -10,619 -0.9%
Nordea Investment Management
115
Nordea Investment Management
Sweden
$121M +$25.3M +234,665 +25%
Stifel Financial
116
Stifel Financial
Missouri
$121M -$21.5M -199,971 -14%
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$116M -$13.1M -122,068 -9%
Pathstone Holdings
118
Pathstone Holdings
New Jersey
$115M -$12.8M -119,256 -9%
TD Asset Management
119
TD Asset Management
Ontario, Canada
$114M -$14.7M -136,988 -11%
US Bancorp
120
US Bancorp
Minnesota
$112M -$4.47M -41,558 -4%
CP
121
Coho Partners
Pennsylvania
$111M -$35.3M -327,497 -23%
Russell Investments Group
122
Russell Investments Group
United Kingdom
$110M -$28.3M -263,305 -19%
FI
123
Focused Investors
California
$110M +$12.8M +118,650 +12%
Aviva
124
Aviva
United Kingdom
$109M +$20.2M +188,046 +21%
Canada Pension Plan Investment Board
125
Canada Pension Plan Investment Board
Ontario, Canada
$109M +$41.2M +383,148 +54%

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.