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Walt Disney
DIS

3,000 hedge funds and large institutions have $109B invested in Walt Disney in 2022 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 1,338 increasing their positions, 1,198 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 80 → 102 (+22)

17% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 127

12% more repeat investments, than reductions

Existing positions increased: 1,338 | Existing positions reduced: 1,198

1.62% more ownership

Funds ownership: 62.17% → 63.79% (+1.6%)

3% more call options, than puts

Call options by funds: $4.17B | Put options by funds: $4.04B

3% more capital invested

Capital invested by funds: $106B → $109B (+$3.01B)

0% less funds holding

Funds holding: 3,012 → 3,000 (-12)

Holders
3,000
Holders Change
-12
Holders Change %
-0.4%
% of All Funds
51.67%
Holding in Top 10
102
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+27.5%
% of All Funds
1.76%
New
148
Increased
1,338
Reduced
1,198
Closed
127
Calls
$4.17B
Puts
$4.04B
Net Calls
+$126M
Net Calls Change
+$704M

Top Buyers

Rank Fund Capital Flow
1
Newport Trust Company
Newport Trust Company
District of Columbia
+$1.38B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$498M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$348M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$297M
5
Amundi
Amundi
France
+$280M

Top Sellers

Rank Fund Capital Flow
1
SGA
Sustainable Growth Advisers
Connecticut
-$267M
2
ClearBridge Investments
ClearBridge Investments
New York
-$180M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$164M
4
JP Morgan Chase
JP Morgan Chase
New York
-$153M
5
State Street
State Street
Massachusetts
-$147M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1301
Realta Investment Advisors
Delaware
$2.1M -$170K -1,591 -7%
NL
1302
NVWM LLC
Pennsylvania
$2.1M +$263K +2,454 +12%
WANY
1303
Wealthspire Advisors (New York)
New York
$2.09M -$178K -1,666 -7%
AWM
1304
Axxcess Wealth Management
California
$2.08M +$158K +1,472 +7%
ST
1305
Smithfield Trust
Pennsylvania
$2.08M -$212K -1,984 -8%
WP
1306
WealthSource Partners
California
$2.08M -$483K -4,512 -17%
VFM
1307
Viking Fund Management
North Dakota
$2.08M – – –
HIM
1308
Harbour Investment Management
Washington
$2.07M -$4.71K -44 -0.2%
LAM
1309
Lynch Asset Management
Pennsylvania
$2.07M – – –
FWCM
1310
Ferguson Wellman Capital Management
Oregon
$2.05M -$132K -1,231 -5%
CA
1311
Continuum Advisory
Idaho
$2.05M +$156K +1,454 +6%
SAM
1312
Sycomore Asset Management
France
$2.05M -$2.35M -21,950 -51%
BMWM
1313
Brown Miller Wealth Management
Virginia
$2.05M +$280K +2,616 +14%
BST
1314
Bath Savings Trust
Maine
$2.05M -$544K -5,083 -19%
HG
1315
Herbst Group
Connecticut
$2.05M -$32.1K -300 -1%
DCM
1316
Dupont Capital Management
Delaware
$2.04M -$1.19M -11,081 -34%
BIM
1317
Bridges Investment Management
Nebraska
$2.04M -$168K -1,572 -7%
HI
1318
Harbour Investments
Wisconsin
$2.04M – – –
ANBT
1319
American National Bank & Trust
Texas
$2.04M +$2.24M +20,958 +2,964%
ECM
1320
Estabrook Capital Management
New York
$2.04M +$2.35K +22 +0.1%
MCM
1321
Monarch Capital Management
Indiana
$2.04M +$157K +1,469 +7%
HI
1322
Hendershot Investments
Virginia
$2.03M – – –
E
1323
Ergoteles
New York
$2.03M -$12.9M -120,601 -85%
MAM
1324
Morse Asset Management
Connecticut
$2.03M -$18.2K -170 -0.8%
JCM
1325
Jacobsen Capital Management
Utah
$2.03M -$2.78K -26 -0.1%
51 52
53
54 55

DIS Hedge Fund Activity: Q3 2022 in Review

3,000 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2022, worth a combined $109B — up 2.8% from $106B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new DIS positions and 127 closed out — a net gain of 21 holders — while 1,338 added to existing stakes and 1,198 trimmed.

The largest buyer was Newport Trust Company, opening a new position worth an estimated $1.38B. The largest seller was Sustainable Growth Advisers, exiting entirely with an estimated $267M sold.

  • 3,000 institutional investors held Walt Disney (DIS) as of Q3 2022, down from 3,012 in Q2 2022.
  • Funds reported $109B of Walt Disney stock for Q3 2022, up 2.8% quarter-over-quarter.
  • 148 funds opened new Walt Disney positions in Q3 2022 and 127 closed out, a net change of +21 holders.
  • The largest Walt Disney buyer in Q3 2022 was Newport Trust Company, an estimated $1.38B added.
  • The largest Walt Disney seller in Q3 2022 was Sustainable Growth Advisers, an estimated $267M sold.

Based on aggregated 13F filings for Q3 2022.