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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
ARS
3076
Adirondack Retirement Specialists
New York
– -$13.7K -153 Closed
FCG
3077
Financial Connections Group
California
– -$12K -143 Closed
WIM
3078
WealthPlan Investment Management
Nebraska
– -$9.12K -102 Closed
SF
3079
Safeguard Financial
Wisconsin
– -$6K -73 Closed
HWM
3080
Horizons Wealth Management
North Carolina
– -$1.16K -13 Closed
SVCP
3081
Silicon Valley Capital Partners
California
– -$1.13K -13 Closed
AIA
3082
Arcadia Investment Advisors
Idaho
– -$447 -5 Closed
UFF
3083
USA Financial Formulas
Michigan
– -$179 -2 Closed
MWA
3084
Miller Wealth Advisors
Colorado
– -$89 -1 Closed
120 121 122 123
124

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.