We are live on ! Find out more
DIS icon

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
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$823M -$38.7M -384,295 -4%
Wells Fargo
27
Wells Fargo
California
$787M -$17.1M -169,924 -2%
UBS Group
28
UBS Group
Switzerland
$784M -$80.7M -800,214 -9%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$737M +$17.7M +175,884 +2%
Swiss National Bank
30
Swiss National Bank
Switzerland
$724M -$17.6M -174,500 -2%
Invesco
31
Invesco
Georgia
$670M -$12.5M -123,491 -2%
Deutsche Bank
32
Deutsche Bank
Germany
$662M +$64.6M +641,211 +11%
Ameriprise
33
Ameriprise
Minnesota
$657M +$13M +128,516 +2%
JP Morgan Chase
34
JP Morgan Chase
New York
$639M -$247M -2,450,607 -28%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$603M -$12.8M -127,138 -2%
TFM
36
Trian Fund Management
New York
$592M -$314M -3,113,116 -34%
SP
37
Sarasin & Partners
United Kingdom
$585M +$178M +1,765,899 +59%
Fisher Asset Management
38
Fisher Asset Management
Washington
$581M +$34.2M +339,432 +6%
Primecap Management
39
Primecap Management
California
$576M -$3.43M -34,070 -0.6%
LT
40
Lindsell Train
United Kingdom
$564M +$20.2M +200,600 +4%
American Century Companies
41
American Century Companies
Missouri
$522M +$115M +1,145,135 +28%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$500M -$55.7M -552,835 -10%
Macquarie Group
43
Macquarie Group
Australia
$477M +$20.7M +205,656 +5%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$442M +$53.3M +528,494 +14%
QP
45
Quilter Plc
United Kingdom
$432M +$3.68M +36,550 +9%
Lazard Asset Management
46
Lazard Asset Management
New York
$405M -$24.4M -242,104 -6%
CS
47
Credit Suisse
Switzerland
$404M -$22.3M -221,109 -5%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$404M +$40.9M +405,940 +11%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$378M +$9.63M +95,503 +3%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$376M +$141M +1,401,652 +60%
1
2
3 4 5

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.