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Walt Disney
DIS

2,825 hedge funds and large institutions have $96.7B invested in Walt Disney in 2023 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 1,056 increasing their positions, 1,375 reducing their positions, and 257 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.01% more ownership

Funds ownership: 62.87% → 63.88% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 54 → 54 (0)

4% less call options, than puts

Call options by funds: $4.62B | Put options by funds: $4.82B

4% less funds holding

Funds holding: 2,958 → 2,825 (-133)

7% less capital invested

Capital invested by funds: $104B → $96.7B (-$7.77B)

23% less repeat investments, than reductions

Existing positions increased: 1,056 | Existing positions reduced: 1,375

38% less first-time investments, than exits

New positions opened: 159 | Existing positions closed: 257

Holders
2,825
Holders Change
-133
Holders Change %
-4.5%
% of All Funds
44.83%
Holding in Top 10
54
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.86%
New
159
Increased
1,056
Reduced
1,375
Closed
257
Calls
$4.62B
Puts
$4.82B
Net Calls
-$197M
Net Calls Change
+$308M

Top Buyers

Rank Fund Capital Flow
1
TFM
Trian Fund Management
New York
+$2.26B
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$344M
3
Goldman Sachs
Goldman Sachs
New York
+$287M
4
Millennium Management
Millennium Management
New York
+$253M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$214M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$682M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$576M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$323M
4
BlackRock
BlackRock
New York
-$279M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$247M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
2801
Halpern Financial
Virginia
$6K – – –
AP
2802
Advisors Preferred
Maryland
$4.9K +$5.12K +60 New
FSWA
2803
Financial Synergies Wealth Advisors
Texas
$4.78K -$854 -10 -14%
ECM
2804
Everence Capital Management
Indiana
$4.61K +$348K +4,080 +8%
TC
2805
Trust Company
Kansas
$4.46K – – –
CIR
2806
Clear Investment Research
Georgia
$4.46K +$342 +4 +8%
HCM
2807
Horrell Capital Management
Arkansas
$4K -$256 -3 -6%
DF
2808
DecisionPoint Financial
Arizona
$3.97K – – –
GM
2809
Gilfoyle Management
Connecticut
$3.26K +$3.25K +38 New
CMBA
2810
C.M. Bidwell & Associates
Hawaii
$3.08K – – –
CMANY
2811
Capital Management Associates (New York)
New York
$3K – – –
GWSA
2812
Global Wealth Strategies & Associates
Colorado
$2.84K +$854 +10 +40%
CI
2813
Cordant Inc
Oregon
$2.59K – – –
EAM
2814
Eukles Asset Management
Ohio
$1.78K – – –
JMF
2815
Johnson Midwest Financial
Iowa
$1.78K – – –
AWA
2816
Authentikos Wealth Advisory
California
$1.62K +$1.71K +20 New
WA
2817
WestEnd Advisors
North Carolina
$1.46K -$26.3M -307,374 -100%
RTL
2818
Red Tortoise LLC
Georgia
$1.46K -$854 -10 -36%
FC
2819
Family CFO
California
$1.22K +$1.28K +15 New
RF
2820
Robbins Farley
New Hampshire
$1.14K – – –
UIA
2821
Ulland Investment Advisors
Minnesota
$1K -$65.8K -770 -98%
TFA
2822
Transamerica Financial Advisors
Florida
$1K – – –
CAM
2823
ClariVest Asset Management
California
$1K +$1.02K +12 New
CWM
2824
Cedar Wealth Management
California
$811 -$427 -5 -33%
TC
2825
Tacita Capital
Ontario, Canada
$811 – – –
111 112
113
114 115

DIS Hedge Fund Activity: Q3 2023 in Review

2,825 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2023, worth a combined $96.7B — down 7.4% from $104B a quarter earlier.

Sellers outnumbered buyers: 257 funds closed out of DIS and 159 opened new positions — a net loss of 98 holders — while 1,375 trimmed existing stakes and 1,056 added.

The largest buyer was Trian Fund Management, adding an estimated $2.26B. The largest seller was Wellington Management Group, cutting an estimated $682M.

  • 2,825 institutional investors held Walt Disney (DIS) as of Q3 2023, down from 2,958 in Q2 2023.
  • Funds reported $96.7B of Walt Disney stock for Q3 2023, down 7.4% quarter-over-quarter.
  • 159 funds opened new Walt Disney positions in Q3 2023 and 257 closed out, a net change of -98 holders.
  • The largest Walt Disney buyer in Q3 2023 was Trian Fund Management, an estimated $2.26B added.
  • The largest Walt Disney seller in Q3 2023 was Wellington Management Group, an estimated $682M sold.

Based on aggregated 13F filings for Q3 2023.