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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
3,000
Holders Change
-12
Holders Change %
-0.4%
% of All Funds
51.67%
Holding in Top 10
102
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+27.5%
% of All Funds
1.76%
New
148
Increased
1,338
Reduced
1,198
Closed
127
Calls
$4.17B
Puts
$4.04B
Net Calls
+$126M
Net Calls Change
+$704M

Top Buyers

Rank Fund Capital Flow
1
Newport Trust Company
Newport Trust Company
District of Columbia
+$1.38B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$498M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$348M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$297M
5
Amundi
Amundi
France
+$280M

Top Sellers

Rank Fund Capital Flow
1
SGA
Sustainable Growth Advisers
Connecticut
-$267M
2
ClearBridge Investments
ClearBridge Investments
New York
-$180M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$164M
4
JP Morgan Chase
JP Morgan Chase
New York
-$153M
5
State Street
State Street
Massachusetts
-$147M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$745M -$396K -3,700 -0%
UBS Group
27
UBS Group
Switzerland
$742M +$70.4M +657,827 +9%
Invesco
28
Invesco
Georgia
$740M -$25.7M -240,516 -3%
ClearBridge Investments
29
ClearBridge Investments
New York
$725M -$180M -1,677,463 -18%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$671M +$198M +1,854,728 +35%
EVM
31
Eaton Vance Management
Massachusetts
$665M +$27.4M +256,188 +4%
Deutsche Bank
32
Deutsche Bank
Germany
$651M +$145M +1,353,174 +24%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$651M +$5.11M +47,761 +0.7%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$601M -$15.1M -140,807 -2%
JP Morgan Chase
35
JP Morgan Chase
New York
$596M -$153M -1,433,978 -18%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$540M +$29.9M +279,019 +5%
Ameriprise
37
Ameriprise
Minnesota
$522M +$5.12M +47,799 +0.9%
Primecap Management
38
Primecap Management
California
$522M +$11.9M +110,870 +2%
LT
39
Lindsell Train
United Kingdom
$515M -$4.26M -39,800 -0.7%
DZ Bank
40
DZ Bank
Germany
$502M +$237M +2,219,078 +71%
Assenagon Asset Management
41
Assenagon Asset Management
Luxembourg
$487M +$110M +1,030,065 +25%
Fisher Asset Management
42
Fisher Asset Management
Washington
$485M +$498M +4,650,159 +947%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$474M +$348M +3,251,045 +183%
CS
44
Credit Suisse
Switzerland
$448M +$7.4M +69,145 +1%
Macquarie Group
45
Macquarie Group
Australia
$408M -$1.58M -14,723 -0.3%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$390M +$68.3M +637,929 +18%
American Century Companies
47
American Century Companies
Missouri
$374M +$12.6M +117,405 +3%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$339M -$6.88M -64,242 -2%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$339M -$39M -364,671 -9%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$331M -$40M -374,170 -10%
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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.