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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
HF
3076
HRT Financial
New York
– -$23.2M -229,703 Closed
RA
3077
Rovida Advisors
Florida
– -$12M -137,654 Closed
MMC
3078
Mizuho Markets Cayman
Cayman Islands
– -$10.6M -121,910 Closed
HHMI
3079
Howard Hughes Medical Institute
Maryland
– -$8.69M -100,000 Closed
QT
3080
Quantbot Technologies
New York
– -$8.58M -98,731 Closed
ECM
3081
ExodusPoint Capital Management
New York
– -$7.52M -86,599 Closed
CSS
3082
Cubist Systematic Strategies
Connecticut
– -$8.5M -84,333 Closed
CAM
3083
Centre Asset Management
New York
– -$6.9M -79,428 Closed
AFCM
3084
Alta Fox Capital Management
Texas
– -$6.83M -78,580 Closed
FCM
3085
Fernbridge Capital Management
California
– -$6.68M -76,843 Closed
TI
3086
Trexquant Investment
Connecticut
– -$6.67M -76,737 Closed
FM
3087
Freemont Management
Switzerland
– -$5.47M -63,000 Closed
DA
3088
Duality Advisers
Florida
– -$5.39M -62,018 Closed
GLLW
3089
Graves Light Lenhart Wealth
Virginia
– -$5.32M -61,194 Closed
HT
3090
HAP Trading
New York
– -$4.87M -48,302 Closed
SAM
3091
Sycomore Asset Management
France
– -$3.99M -45,300 Closed
CCM
3092
CAAS Capital Management
New York
– -$4.3M -42,651 Closed
CRM
3093
Cramer Rosenthal McGlynn
Connecticut
– -$3.48M -40,017 Closed
Voloridge Investment Management
3094
Voloridge Investment Management
Florida
– -$3.43M -39,510 Closed
SCP
3095
Sender Company & Partners
New York
– -$3.14M -36,198 Closed
TSS
3096
Two Sigma Securities
New York
– -$3.62M -35,877 Closed
BKA
3097
Brick & Kyle Associates
Pennsylvania
– -$2.75M -31,616 Closed
CTC (Chicago Trading Company)
3098
CTC (Chicago Trading Company)
Illinois
– -$3.15M -31,274 Closed
ASGS
3099
Alpha Square Group S
New York
– -$2.61M -30,000 Closed
RCM
3100
Ratan Capital Management
Florida
– -$2.61M -30,000 Closed
122 123
124
125 126

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.