Walt Disney
DIS
2,990 hedge funds and large institutions have $114B invested in Walt Disney in 2022 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 977 increasing their positions, 1,497 reducing their positions, and 229 closing their positions.
23% more first-time investments, than exits
New positions opened: 281 | Existing positions closed: 229
4% more capital invested
Capital invested by funds: $109B → $114B (+$4.89B)
0% more call options, than puts
Call options by funds: $4.2B | Put options by funds: $4.2B
0.19% less ownership
Funds ownership: 63.79% → 63.59% (-0.19%)
0% less funds holding
Funds holding: 3,000 → 2,990 (-10)
28% less funds holding in top 10
Funds holding in top 10: 102 → 73 (-29)
35% less repeat investments, than reductions
Existing positions increased: 977 | Existing positions reduced: 1,497
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
+$864M |
| 2 |
Morgan Stanley
New York
|
+$526M |
| 3 |
BlackRock
New York
|
+$466M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$289M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$262M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$403M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$329M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$321M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$296M |
| 5 |
Coatue Management
New York
|
-$282M |
DIS Hedge Fund Activity: Q4 2022 in Review
2,990 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q4 2022, worth a combined $114B — up 4.5% from $109B a quarter earlier.
Buyers outnumbered sellers: 281 funds opened new DIS positions and 229 closed out — a net gain of 52 holders — while 977 added to existing stakes and 1,497 trimmed.
The largest buyer was Trian Fund Management, opening a new position worth an estimated $864M. The largest seller was ClearBridge Investments, cutting an estimated $403M.
- 2,990 institutional investors held Walt Disney (DIS) as of Q4 2022, down from 3,000 in Q3 2022.
- Funds reported $114B of Walt Disney stock for Q4 2022, up 4.5% quarter-over-quarter.
- 281 funds opened new Walt Disney positions in Q4 2022 and 229 closed out, a net change of +52 holders.
- The largest Walt Disney buyer in Q4 2022 was Trian Fund Management, an estimated $864M added.
- The largest Walt Disney seller in Q4 2022 was ClearBridge Investments, an estimated $403M sold.
Based on aggregated 13F filings for Q4 2022.