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Walt Disney
DIS

3,068 hedge funds and large institutions have $119B invested in Walt Disney in 2023 Q1 according to their latest regulatory filings, with 260 funds opening new positions, 1,302 increasing their positions, 1,218 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 260 | Existing positions closed: 126

29% more funds holding in top 10

Funds holding in top 10: 73 → 94 (+21)

3% more funds holding

Funds holding: 2,990 → 3,068 (+78)

1.87% more ownership

Funds ownership: 63.59% → 65.47% (+1.9%)

7% more repeat investments, than reductions

Existing positions increased: 1,302 | Existing positions reduced: 1,218

6% more call options, than puts

Call options by funds: $4.94B | Put options by funds: $4.65B

4% more capital invested

Capital invested by funds: $114B → $119B (+$4.49B)

Holders
3,068
Holders Change
+78
Holders Change %
+2.61%
% of All Funds
48.88%
Holding in Top 10
94
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+28.77%
% of All Funds
1.5%
New
260
Increased
1,302
Reduced
1,218
Closed
126
Calls
$4.94B
Puts
$4.65B
Net Calls
+$296M
Net Calls Change
+$289M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$434M
2
Bank of America
Bank of America
North Carolina
+$297M
3
Coatue Management
Coatue Management
New York
+$283M
4
Capital International Investors
Capital International Investors
California
+$270M
5
Amundi
Amundi
France
+$222M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$325M
2
TFM
Trian Fund Management
New York
-$314M
3
Citadel Advisors
Citadel Advisors
Florida
-$256M
4
JP Morgan Chase
JP Morgan Chase
New York
-$247M
5
Capital World Investors
Capital World Investors
California
-$246M
Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
2651
Kowal Investment Group
Wisconsin
$263K -$1.31K -13 -0.5%
WFM
2652
Wolff Financial Management
Michigan
$263K +$202 +2 +0.1%
WFAG
2653
Wescott Financial Advisory Group
Pennsylvania
$262K -$20.9K -207 -7%
OCM
2654
Osterweis Capital Management
California
$261K – – –
ASA
2655
Armstrong Shaw Associates
Connecticut
$261K +$263K +2,610 New
RCA
2656
Ranch Capital Advisors
Florida
$261K +$1.71K +17 +0.7%
CIC
2657
Cutler Investment Counsel
Oregon
$261K -$14K -139 -5%
FWP
2658
Firethorn Wealth Partners
Georgia
$260K +$202 +2 +0.1%
SICM
2659
Sustainable Insight Capital Management
New York
$260K +$20.2K +200 +8%
MFWP
2660
Mosaic Family Wealth Partners
Missouri
$259K -$8.37K -83 -3%
WA
2661
Wealth Advisors
California
$258K +$5.44K +54 +2%
GG
2662
Golden Green
South Carolina
$258K -$879K -8,717 -77%
MWM
2663
Merriman Wealth Management
Washington
$257K -$1.92K -19 -0.7%
CWG
2664
Crown Wealth Group
North Carolina
$257K +$259K +2,566 New
HIF
2665
Hill Island Financial
Michigan
$257K -$7.56K -75 -3%
BBP
2666
Banco BTG Pactual
Brazil
$256K +$265K +2,632 New
NWA
2667
Navis Wealth Advisors
New York
$256K +$258K +2,559 New
SFC
2668
Strategic Financial Concepts
Texas
$256K +$258K +2,556 New
PBF
2669
Petix & Botte Financial
California
$256K +$258K +2,555 New
IDBONY
2670
Israel Discount Bank of New York
New York
$256K +$403 +4 +0.2%
LFGO
2671
Legacy Financial Group (Oklahoma)
Oklahoma
$255K -$36.6K -363 -12%
OCPWS
2672
One Charles Private Wealth Services
Massachusetts
$255K -$55.2K -548 -18%
DFS
2673
Dixon Fnancial Services
California
$254K -$2.12K -21 -0.8%
LD
2674
Lipe & Dalton
New York
$254K – – –
UW
2675
Unique Wealth
Florida
$253K +$255K +2,527 New
105 106
107
108 109

DIS Hedge Fund Activity: Q1 2023 in Review

3,068 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q1 2023, worth a combined $119B — up 3.9% from $114B a quarter earlier.

Buyers outnumbered sellers: 260 funds opened new DIS positions and 126 closed out — a net gain of 134 holders — while 1,302 added to existing stakes and 1,218 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $434M. The largest seller was Barclays, cutting an estimated $325M.

  • 3,068 institutional investors held Walt Disney (DIS) as of Q1 2023, up from 2,990 in Q4 2022.
  • Funds reported $119B of Walt Disney stock for Q1 2023, up 3.9% quarter-over-quarter.
  • 260 funds opened new Walt Disney positions in Q1 2023 and 126 closed out, a net change of +134 holders.
  • The largest Walt Disney buyer in Q1 2023 was Wellington Management Group, an estimated $434M added.
  • The largest Walt Disney seller in Q1 2023 was Barclays, an estimated $325M sold.

Based on aggregated 13F filings for Q1 2023.