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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
SCM
1151
SOL Capital Management
Maryland
$2.64M +$65.5K +650 +3%
CCM
1152
Coldstream Capital Management
Washington
$2.64M -$77.2K -766 -3%
CCM
1153
Condor Capital Management
New Jersey
$2.64M -$4.33K -43 -0.2%
CWM
1154
Cornerstone Wealth Management
Missouri
$2.64M +$2.66M +26,344 New
DT
1155
Diversified Trust
Tennessee
$2.64M +$536K +5,312 +25%
HI
1156
Harbour Investments
Wisconsin
$2.64M +$29.9K +297 +1%
FFWA
1157
FRG Family Wealth Advisors
Washington
$2.64M -$75.6K -750 -3%
SMC
1158
Smith, Moore & Co
Missouri
$2.62M +$89.9K +892 +4%
WWA
1159
WCG Wealth Advisors
Nevada
$2.62M +$11.5K +114 +0.4%
BSA
1160
Bull Street Advisors
Georgia
$2.62M +$30.2K +300 +1%
MC
1161
Middleton & Co
Massachusetts
$2.61M +$31.8K +315 +1%
RSWM
1162
Robertson Stephens Wealth Management
California
$2.61M -$7.86K -78 -0.3%
JF
1163
JSF Financial
California
$2.6M +$38.5K +382 +1%
RB
1164
Rodgers Brothers
Pennsylvania
$2.6M -$19.9K -197 -0.8%
TG
1165
TCW Group
California
$2.59M +$13.6K +135 +0.5%
HI
1166
Horizon Investments
North Carolina
$2.59M -$951K -9,432 -27%
MJB
1167
Mark J. Bradley
$2.58M +$61K +605 +2%
RCG
1168
Regatta Capital Group
California
$2.57M – – –
LFG
1169
Larson Financial Group
Missouri
$2.57M -$58.8K -583 -2%
DI
1170
DFPG Investments
Utah
$2.57M +$653K +6,476 +34%
MCM
1171
Mengis Capital Management
Oregon
$2.57M -$7.56K -75 -0.3%
BB
1172
Berkshire Bank
Massachusetts
$2.57M -$62.2K -617 -2%
RCAG
1173
Rehmann Capital Advisory Group
Michigan
$2.57M +$51.2K +508 +2%
SXL
1174
Summit X LLC
Missouri
$2.55M +$452K +4,480 +21%
CNFG
1175
Creegan & Nassoura Financial Group
New Hampshire
$2.55M – – –
45 46
47
48 49

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.