Wolfe Research Upgrades Walt Disney (BMV:DIS)
Fintel reports that on April 21, 2025, Wolfe Research upgraded their outlook for Walt Disney (BMV:DIS) from Peer Perform to Outperform.
What is the Fund Sentiment?
There are 4,001 funds or institutions reporting positions in Walt Disney. This is an decrease of 24 owner(s) or 0.60% in the last quarter. Average portfolio weight of all funds dedicated to DIS is 0.86%, an increase of 0.46%. Total shares owned by institutions decreased in the last three months by 10.10% to 1,299,754K shares.
What are Other Shareholders Doing?
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 56,729K shares representing 3.14% ownership of the company. In its prior filing, the firm reported owning 57,488K shares , representing a decrease of 1.34%. The firm increased its portfolio allocation in DIS by 12.57% over the last quarter.
VFINX - Vanguard 500 Index Fund Investor Shares holds 49,021K shares representing 2.71% ownership of the company. In its prior filing, the firm reported owning 47,500K shares , representing an increase of 3.10%. The firm increased its portfolio allocation in DIS by 13.02% over the last quarter.
Geode Capital Management holds 38,482K shares representing 2.13% ownership of the company. In its prior filing, the firm reported owning 37,672K shares , representing an increase of 2.10%. The firm increased its portfolio allocation in DIS by 13.26% over the last quarter.
State Farm Mutual Automobile Insurance holds 29,429K shares representing 1.63% ownership of the company. In its prior filing, the firm reported owning 30,113K shares , representing a decrease of 2.32%. The firm increased its portfolio allocation in DIS by 18.71% over the last quarter.
Jpmorgan Chase holds 28,508K shares representing 1.58% ownership of the company. In its prior filing, the firm reported owning 7,742K shares , representing an increase of 72.84%. The firm increased its portfolio allocation in DIS by 317.67% over the last quarter.
Fintel is one of the most comprehensive investing research platforms available to individual investors, traders, financial advisors, and small hedge funds.
Our data covers the world, and includes fundamentals, analyst reports, ownership data and fund sentiment, options sentiment, insider trading, options flow, unusual options trades, and much more. Additionally, our exclusive stock picks are powered by advanced, backtested quantitative models for improved profits.
This story originally appeared on Fintel.