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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$15.4B +$113M +1,045,762 +0.7%
BlackRock
2
BlackRock
New York
$12.1B +$63.7M +591,482 +0.5%
State Street
3
State Street
Massachusetts
$7.66B +$115M +1,066,471 +1%
Morgan Stanley
4
Morgan Stanley
New York
$4.52B -$244M -2,265,721 -5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.59B +$53.9M +500,788 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$3.14B -$280M -2,604,295 -8%
State Farm Mutual Automobile Insurance
7
State Farm Mutual Automobile Insurance
Illinois
$3.05B -$81.9M -760,388 -2%
Bank of America
8
Bank of America
North Carolina
$2.33B +$334M +3,101,169 +15%
Norges Bank
9
Norges Bank
Norway
$2.14B +$180M +1,672,307 +8%
Northern Trust
10
Northern Trust
Illinois
$2.09B -$47.2M -438,835 -2%
Jennison Associates
11
Jennison Associates
New York
$1.76B +$599M +5,560,300 +46%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$1.65B -$29.2M -270,901 -8%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$1.51B +$19.1M +177,387 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.48B +$156M +1,449,730 +11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.41B -$58M -539,032 -4%
Amundi
16
Amundi
France
$1.33B -$68.2M -633,990 -4%
UBS AM
17
UBS AM
Illinois
$1.33B +$182M +1,688,495 +14%
LA
18
LM Advisors
California
$1.27B -$64.2K -596 -4%
N
19
Nuveen
North Carolina
$1.27B +$46.4M +431,047 +3%
Invesco
20
Invesco
Georgia
$1.27B +$35.9M +333,840 +3%
Franklin Resources
21
Franklin Resources
California
$1.25B -$72.4M -672,306 -5%
Newport Trust Company
22
Newport Trust Company
District of Columbia
$1.2B -$11.2M -103,588 -0.8%
Legal & General Group
23
Legal & General Group
United Kingdom
$1.11B -$3.09M -28,733 -0.3%
Goldman Sachs
24
Goldman Sachs
New York
$1.06B +$97.8M +908,820 +9%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$1.05B -$158M -1,467,859 -12%

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.