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Walt Disney
DIS

2,825 hedge funds and large institutions have $96.7B invested in Walt Disney in 2023 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 1,056 increasing their positions, 1,375 reducing their positions, and 257 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.01% more ownership

Funds ownership: 62.87% → 63.88% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 54 → 54 (0)

4% less call options, than puts

Call options by funds: $4.62B | Put options by funds: $4.82B

4% less funds holding

Funds holding: 2,958 → 2,825 (-133)

7% less capital invested

Capital invested by funds: $104B → $96.7B (-$7.77B)

23% less repeat investments, than reductions

Existing positions increased: 1,056 | Existing positions reduced: 1,375

38% less first-time investments, than exits

New positions opened: 159 | Existing positions closed: 257

Holders
2,825
Holders Change
-133
Holders Change %
-4.5%
% of All Funds
44.83%
Holding in Top 10
54
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.86%
New
159
Increased
1,056
Reduced
1,375
Closed
257
Calls
$4.62B
Puts
$4.82B
Net Calls
-$197M
Net Calls Change
+$308M

Top Buyers

Rank Fund Capital Flow
1
TFM
Trian Fund Management
New York
+$2.26B
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$344M
3
Goldman Sachs
Goldman Sachs
New York
+$287M
4
Millennium Management
Millennium Management
New York
+$253M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$214M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$682M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$576M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$323M
4
BlackRock
BlackRock
New York
-$279M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$247M
Name Holding Trade Value Shares
Change 		Change in
Stake
SLI
1101
Sumitomo Life Insurance
Japan
$2.12M -$30.1K -352 -1%
FMAEN1
1102
Fund Management at Engine No 1
California
$2.12M +$203K +2,381 +10%
CCM
1103
Consolidated Capital Management
California
$2.12M -$47.9K -561 -2%
CIA
1104
Cladis Investment Advisory
Montana
$2.12M +$167K +1,950 +8%
GWM
1105
Geneos Wealth Management
Colorado
$2.11M +$159K +1,857 +8%
MCCP
1106
Mission Creek Capital Partners
California
$2.11M -$65.8K -770 -3%
NAMP
1107
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.11M +$6.15K +72 +0.3%
NS
1108
NBC Securities
Alabama
$2.1M +$2.21M +25,907 New
CB
1109
Community Bank
New York
$2.09M -$104K -1,212 -4%
TCA
1110
Transcend Capital Advisors
New Jersey
$2.08M +$49.9K +584 +2%
CCG
1111
Ceeto Capital Group
Florida
$2.08M +$162K +1,900 +8%
PWG
1112
Portside Wealth Group
Utah
$2.06M +$155K +1,814 +8%
BIC
1113
Beach Investment Counsel
Pennsylvania
$2.06M +$114K +1,331 +6%
CPC
1114
Congress Park Capital
New York
$2.06M +$463K +5,417 +27%
LWMM
1115
Legacy Wealth Management (Mississippi)
Mississippi
$2.05M -$51.4K -602 -2%
CIA
1116
Citadel Investment Advisory
Ohio
$2.04M – – –
BB
1117
Berkshire Bank
Massachusetts
$2.04M -$34.2K -401 -2%
GMA
1118
Glassy Mountain Advisors
Maryland
$2.04M +$44.4K +520 +2%
CFGS
1119
Concourse Financial Group Securities
Alabama
$2.04M +$388K +4,543 +22%
WA
1120
WBH Advisory
Maryland
$2.03M -$118K -1,380 -5%
LIM
1121
Longfellow Investment Management
Massachusetts
$2.03M – – –
BMC
1122
Benin Management Corp
Connecticut
$2.03M +$29.9K +350 +1%
SC
1123
Shellback Capital
Massachusetts
$2.03M – – –
MKA
1124
M. Kulyk & Associates
Georgia
$2.03M -$28.7K -336 -1%
CNFG
1125
Creegan & Nassoura Financial Group
New Hampshire
$2.02M -$29.9K -350 -1%
43 44
45
46 47

DIS Hedge Fund Activity: Q3 2023 in Review

2,825 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2023, worth a combined $96.7B — down 7.4% from $104B a quarter earlier.

Sellers outnumbered buyers: 257 funds closed out of DIS and 159 opened new positions — a net loss of 98 holders — while 1,375 trimmed existing stakes and 1,056 added.

The largest buyer was Trian Fund Management, adding an estimated $2.26B. The largest seller was Wellington Management Group, cutting an estimated $682M.

  • 2,825 institutional investors held Walt Disney (DIS) as of Q3 2023, down from 2,958 in Q2 2023.
  • Funds reported $96.7B of Walt Disney stock for Q3 2023, down 7.4% quarter-over-quarter.
  • 159 funds opened new Walt Disney positions in Q3 2023 and 257 closed out, a net change of -98 holders.
  • The largest Walt Disney buyer in Q3 2023 was Trian Fund Management, an estimated $2.26B added.
  • The largest Walt Disney seller in Q3 2023 was Wellington Management Group, an estimated $682M sold.

Based on aggregated 13F filings for Q3 2023.