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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
ERWM
3101
Elk River Wealth Management
Colorado
– -$2.48M -28,528 Closed
OAG
3102
Orbis Allan Gray
Bermuda
– -$2.38M -27,413 Closed
Tudor Investment Corp
3103
Tudor Investment Corp
Connecticut
– -$2.66M -26,408 Closed
SCP
3104
Shorepoint Capital Partners
Massachusetts
– -$1.9M -21,881 Closed
LOAME
3105
Lombard Odier Asset Management (Europe)
United Kingdom
– -$1.89M -21,810 Closed
AGP
3106
Autumn Glory Partners
Texas
– -$1.8M -20,749 Closed
TC
3107
Tejara Capital
United Kingdom
– -$1.74M -20,000 Closed
QCM
3108
Qsemble Capital Management
New York
– -$1.65M -19,000 Closed
JCM
3109
Jacobsen Capital Management
Utah
– -$1.58M -18,210 Closed
GMA
3110
Glassy Mountain Advisors
Maryland
– -$1.55M -17,805 Closed
PFMU
3111
Privium Fund Management (UK)
United Kingdom
– -$1.53M -17,500 Closed
Two Sigma Advisers
3112
Two Sigma Advisers
New York
– -$1.49M -17,200 Closed
SSA
3113
Schonfeld Strategic Advisors
New York
– -$1.45M -16,634 Closed
TA
3114
Trivest Advisors
Hong Kong
– -$1.34M -15,400 Closed
Point72 Asset Management
3115
Point72 Asset Management
Connecticut
– -$1.55M -15,332 Closed
PBT
3116
Pictet Bank & Trust
Bahamas
– -$1.25M -14,381 Closed
WHG
3117
Westwood Holdings Group
Texas
– -$1.17M -13,413 Closed
CCM
3118
Cox Capital Management
Massachusetts
– -$1.15M -13,210 Closed
DIA
3119
Dean Investment Associates
Ohio
– -$1.14M -13,143 Closed
WG
3120
Winton Group
United Kingdom
– -$1.08M -12,381 Closed
SG
3121
StoneX Group
New York
– -$1.06M -12,205 Closed
BC
3122
Bridgefront Capital
Texas
– -$924K -10,640 Closed
BWCS
3123
Beirne Wealth Consulting Services
Connecticut
– -$559K -10,347 Closed
SGI
3124
Summit Global Investments
Utah
– -$761K -8,761 Closed
SCI
3125
Stableford Capital II
Arizona
– -$830K -8,758 Closed
123 124
125
126 127

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.