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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
BCAM
3126
Boston Common Asset Management
Massachusetts
– -$672K -7,735 Closed
EAM
3127
Empirical Asset Management
Massachusetts
– -$409K -7,052 Closed
PFG
3128
Peterson Financial Group
Iowa
– -$613K -7,052 Closed
FMN
3129
Financial Management Network
California
– -$631K -6,862 Closed
ESCM
3130
Echo Street Capital Management
New York
– -$581K -6,689 Closed
CI
3131
Cavalier Investments
Georgia
– -$530K -6,103 Closed
PCMF
3132
Private Capital Management (Florida)
Florida
– -$522K -6,006 Closed
PIM
3133
Provident Investment Management
Michigan
– -$514K -5,919 Closed
SB
3134
Sunflower Bank
Texas
– -$489K -5,629 Closed
CCM
3135
Chimera Capital Management
New York
– -$464K -5,344 Closed
RL
3136
Ruffer LLP
United Kingdom
– -$447K -5,125 Closed
LFA
3137
Legend Financial Advisors
Pennsylvania
– -$401K -4,620 Closed
CAM
3138
Cidel Asset Management
Ontario, Canada
– -$388K -4,461 Closed
AAM
3139
Augustine Asset Management
Florida
– -$385K -4,432 Closed
CCA
3140
Childress Capital Advisors
Texas
– -$381K -4,384 Closed
AG
3141
Advocate Group
Minnesota
– -$377K -4,341 Closed
GWA
3142
GGM Wealth Advisors
Maryland
– -$388K -4,133 Closed
XC
3143
XY Capital
Hong Kong
– -$348K -4,000 Closed
GAA
3144
Global Assets Advisory
Florida
– -$344K -3,956 Closed
PP
3145
Paloma Partners
Connecticut
– -$394K -3,909 Closed
CANY
3146
Caxton Associates (New York)
New York
– -$335K -3,860 Closed
OWA
3147
Outlook Wealth Advisors
Texas
– -$331K -3,804 Closed
CWP
3148
Core Wealth Partners
California
– -$298K -3,751 Closed
BFM
3149
Boothbay Fund Management
New York
– -$361K -3,578 Closed
LIG
3150
Lokken Investment Group
Delaware
– -$300K -3,453 Closed
124 125
126
127 128

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.