Walt Disney
DIS
3,000 hedge funds and large institutions have $109B invested in Walt Disney in 2022 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 1,338 increasing their positions, 1,198 reducing their positions, and 127 closing their positions.
28% more funds holding in top 10
Funds holding in top 10: 80 → 102 (+22)
17% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 127
12% more repeat investments, than reductions
Existing positions increased: 1,338 | Existing positions reduced: 1,198
1.62% more ownership
Funds ownership: 62.17% → 63.79% (+1.6%)
3% more call options, than puts
Call options by funds: $4.17B | Put options by funds: $4.04B
3% more capital invested
Capital invested by funds: $106B → $109B (+$3.01B)
0% less funds holding
Funds holding: 3,012 → 3,000 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Newport Trust Company
Washington,
District of Columbia
|
+$1.38B |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$498M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$348M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$297M |
| 5 |
Amundi
Paris,
France
|
+$280M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
-$267M |
| 2 |
ClearBridge Investments
New York
|
-$180M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$164M |
| 4 |
JP Morgan Chase
New York
|
-$153M |
| 5 |
State Street
Boston,
Massachusetts
|
-$147M |
DIS Hedge Fund Activity: Q3 2022 in Review
3,000 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2022, worth a combined $109B — up 2.8% from $106B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new DIS positions and 127 closed out — a net gain of 21 holders — while 1,338 added to existing stakes and 1,198 trimmed.
The largest buyer was Newport Trust Company, opening a new position worth an estimated $1.38B. The largest seller was Sustainable Growth Advisers, exiting entirely with an estimated $267M sold.
- 3,000 institutional investors held Walt Disney (DIS) as of Q3 2022, down from 3,012 in Q2 2022.
- Funds reported $109B of Walt Disney stock for Q3 2022, up 2.8% quarter-over-quarter.
- 148 funds opened new Walt Disney positions in Q3 2022 and 127 closed out, a net change of +21 holders.
- The largest Walt Disney buyer in Q3 2022 was Newport Trust Company, an estimated $1.38B added.
- The largest Walt Disney seller in Q3 2022 was Sustainable Growth Advisers, an estimated $267M sold.
Based on aggregated 13F filings for Q3 2022.