DIS ranks #57 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
DIS is a top-conviction position for 59 North Capital Management, LP — at 11.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in DIS belongs to BlackRock, Inc., but the position matters far more to 59 North Capital Management, LP, who has 11.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Wealth Enhancement Advisory Services, LLC has added to its DIS position for two straight quarters, increasing it by $23.0M to reach $77.4M today.
Sapient Capital LLC has trimmed its DIS position for two straight quarters, cutting it by $26.0M while still holding $3.7M.
DIS is down 0.1% today, but institutions show net buying of $25.3B this quarter — a divergence between today's price move and the underlying institutional flow.