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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
2,990
Holders Change
-10
Holders Change %
-0.33%
% of All Funds
48.06%
Holding in Top 10
73
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-28.43%
% of All Funds
1.17%
New
281
Increased
977
Reduced
1,497
Closed
229
Calls
$4.2B
Puts
$4.2B
Net Calls
+$6.7M
Net Calls Change
-$119M

Top Buyers

Rank Fund Capital Flow
1
TFM
Trian Fund Management
New York
+$864M
2
Morgan Stanley
Morgan Stanley
New York
+$526M
3
BlackRock
BlackRock
New York
+$466M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$289M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M

Top Sellers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
-$403M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$329M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$321M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$296M
5
Coatue Management
Coatue Management
New York
-$282M
Name Holding Trade Value Shares
Change 		Change in
Stake
Voloridge Investment Management
926
Voloridge Investment Management
Florida
$3.43M +$3.78M +39,510 New
LA
927
Legacy Advisors
Pennsylvania
$3.43M +$604K +6,312 +19%
VMPIC
928
Varma Mutual Pension Insurance Co
Finland
$3.43M +$315K +3,296 +9%
KP
929
Keel Point
Alabama
$3.43M -$50.3K -526 -1%
MLIC
930
Mandatum Life Insurance Company
Finland
$3.42M +$425K +4,441 +13%
PF
931
Phoenix Financial
Israel
$3.41M +$2.37M +24,800 +172%
PWP
932
Pursue Wealth Partners
California
$3.41M -$355K -3,713 -9%
VFG
933
V2 Financial group
Illinois
$3.4M +$212K +2,215 +6%
P
934
Pariax
California
$3.39M -$2.44M -25,505 -40%
KGC
935
Kennon-Green & Company
Ohio
$3.38M +$3.72M +38,944 New
AWA
936
Arkadios Wealth Advisors
Georgia
$3.38M +$489K +5,109 +15%
CCM
937
Check Capital Management
California
$3.37M -$446K -4,661 -11%
TAM
938
Thematics Asset Management
France
$3.37M +$3.72M +38,841 New
SCM
939
Stonebridge Capital Management
California
$3.37M -$542K -5,666 -13%
NSEDCP
940
NJ State Employees Deferred Compensation Plan
New Jersey
$3.36M – – –
WTFG
941
Wells Trecaso Financial Group
Ohio
$3.35M +$73.4K +767 +2%
EIP
942
Epoch Investment Partners
New York
$3.34M -$62.6K -655 -2%
CIP
943
Chartwell Investment Partners
Pennsylvania
$3.33M – – –
SWM
944
Spire Wealth Management
Virginia
$3.33M -$133K -1,391 -4%
RVM
945
Robinson Value Management
Texas
$3.31M +$2.17M +22,659 +147%
GT
946
Greenleaf Trust
Michigan
$3.3M -$481K -5,034 -12%
ZR
947
Zeno Research
New York
$3.29M +$3.62M +37,878 New
DA
948
Dillon & Associates
Michigan
$3.28M -$217K -2,268 -6%
DI
949
Diligent Investors
California
$3.28M +$20.1K +210 +0.6%
AWM
950
Avior Wealth Management
Nebraska
$3.28M +$103K +1,080 +3%
36 37
38
39 40

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.