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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
KWILP
2851
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$8.12M -90,899 Closed
SCA
2852
Stillwater Capital Advisors
Pennsylvania
– -$7.75M -86,790 Closed
V
2853
Veritable
Delaware
– -$7.12M -79,773 Closed
SAM
2854
Synergy Asset Management
Washington
– -$6.28M -70,343 Closed
CSS
2855
Cubist Systematic Strategies
Connecticut
– -$5.08M -59,503 Closed
NC
2856
Nightview Capital
Texas
– -$5.15M -57,731 Closed
CRB
2857
Chad R. Baker
– -$4.95M -55,490 Closed
DA
2858
Duality Advisers
Florida
– -$4.61M -51,603 Closed
LOAMU
2859
Lombard Odier Asset Management (USA)
New York
– -$4.6M -51,510 Closed
CP
2860
CenterBook Partners
Connecticut
– -$4.56M -51,088 Closed
TI
2861
Trexquant Investment
Connecticut
– -$4.51M -50,488 Closed
SFM
2862
Soros Fund Management
New York
– -$4.14M -46,400 Closed
AP
2863
Arlington Partners
Alabama
– -$3.7M -41,449 Closed
BCM
2864
Buckhead Capital Management
Georgia
– -$3.63M -40,659 Closed
CCP
2865
Clough Capital Partners
Massachusetts
– -$3.6M -40,300 Closed
CIA
2866
Covington Investment Advisors
Pennsylvania
– -$3.56M -39,953 Closed
TCA
2867
Taconic Capital Advisors
New York
– -$2.99M -35,000 Closed
BCFS
2868
Butensky & Cohen Financial Security
Florida
– -$2.3M -25,780 Closed
LMIM
2869
Lockheed Martin Investment Management
Maryland
– -$2.22M -24,890 Closed
VAS
2870
Vestmark Advisory Solutions
Massachusetts
– -$2.13M -23,835 Closed
PFS
2871
Physicians Financial Services
North Carolina
– -$1.98M -22,156 Closed
VFM
2872
Viking Fund Management
North Dakota
– -$1.96M -22,000 Closed
P
2873
Pariax
California
– -$1.94M -21,690 Closed
PL
2874
Parkwood LLC
Ohio
– -$1.9M -21,228 Closed
MCM
2875
Mitchell Capital Management
Kansas
– -$1.86M -20,812 Closed
113 114
115
116 117

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.