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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
CAM
2701
Clark Asset Management
New Hampshire
$244K +$246K +2,442 New
PIAS
2702
PCA Investment Advisory Services
Ohio
$244K +$246K +2,440 New
OC
2703
Oarsman Capital
Wisconsin
$244K +$246K +2,440 New
MFG
2704
Monte Financial Group
Connecticut
$243K -$9.07K -90 -4%
MHWM
2705
Montz Harcus Wealth Management
Louisiana
$243K -$10.1K -100 -4%
FIBT
2706
First International Bank & Trust
North Dakota
$243K – – –
LS
2707
Livforsakringsbolaget Skandia
Sweden
$242K – – –
APW
2708
Austin Private Wealth
Texas
$242K +$243K +2,412 New
MRI
2709
Mad River Investors
Massachusetts
$240K – – –
CJL
2710
Cyrus J. Lawrence
New York
$240K -$18.7K -185 -7%
OKSA
2711
O'Keefe Stevens Advisory
New York
$240K +$5.04K +50 +2%
BCM
2712
Bienville Capital Management
New York
$239K – – –
KCM
2713
Kathmere Capital Management
Pennsylvania
$239K +$241K +2,389 New
WWMSC
2714
Wagner Wealth Management (South Carolina)
South Carolina
$239K +$3.53K +35 +1%
BBWP
2715
Beacon Bridge Wealth Partners
Pennsylvania
$238K -$907 -9 -0.4%
BFWA
2716
Benchmark Financial Wealth Advisors
Florida
$238K -$37K -367 -13%
KWM
2717
Kaydan Wealth Management
Michigan
$238K +$240K +2,377 New
HFM
2718
Harvest Fund Management
China
$238K +$118K +1,173 +97%
HWM
2719
HFG Wealth Management
Texas
$238K +$240K +2,376 New
HPM
2720
Hoxton Planning & Management
West Virginia
$238K +$240K +2,376 New
OWM
2721
Opes Wealth Management
California
$238K +$239K +2,374 New
FF
2722
Francis Financial
$238K +$239K +2,372 New
SSG
2723
Summit Securities Group
New York
$237K -$7.28M -72,183 -97%
GA
2724
Greenspring Advisors
Maryland
$237K +$238K +2,364 New
NPF
2725
Norris Perne & French
Michigan
$236K -$6.05M -60,000 -96%
107 108
109
110 111

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.