We are live on ! Find out more
DIS icon

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
CS
176
Candriam SCA
Luxembourg
$65.6M -$34.6M -343,127 -33%
FDCDDQ
177
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.2M +$2.18M +21,626 +3%
BC
178
Bartlett & Co
Ohio
$65M +$333K +3,305 +0.5%
BCWM
179
Bartlett & Co Wealth Management
Ohio
$65M +$333K +3,305 +0.5%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$65M -$2.73M -27,088 -4%
CK
181
Cohen Klingenstein
New York
$62.5M -$7.56K -75 -0%
TWC
182
TD Waterhouse Canada
Ontario, Canada
$62.3M -$2.55M -25,328 -4%
Nomura Asset Management
183
Nomura Asset Management
Japan
$61.1M +$2.03M +20,113 +3%
SEI Investments
184
SEI Investments
Pennsylvania
$60.9M +$11M +109,536 +22%
AAMU
185
AEGON Asset Management (UK)
United Kingdom
$60M +$9.53M +94,479 +19%
William Blair & Company
186
William Blair & Company
Illinois
$59.5M -$1.61M -15,985 -3%
MVIP
187
Mar Vista Investment Partners
California
$59.5M -$86.5K -858 -0.1%
Calamos Advisors
188
Calamos Advisors
Illinois
$59.4M -$5.11M -50,680 -8%
DLA
189
Douglas Lane & Associates
New York
$59M +$600K +5,956 +1%
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$58.3M -$1.75M -17,328 -3%
MIS
191
Morningstar Investment Services
Illinois
$57.8M +$2.66M +26,339 +5%
TAM
192
Tocqueville Asset Management
New York
$57.2M +$2.89M +28,625 +5%
WGAM
193
Wilkinson Global Asset Management
New York
$57M +$2.79M +27,678 +5%
SL
194
Summitry LLC
California
$56.7M +$2.46M +24,375 +4%
Aviva
195
Aviva
United Kingdom
$56.6M +$324K +3,211 +0.6%
LCM
196
Laurion Capital Management
New York
$55.7M -$21.3M -211,306 -28%
GIA
197
Gateway Investment Advisers
Ohio
$54.9M -$1.2M -11,912 -2%
AIG
198
American International Group
New York
$54.7M +$278K +2,757 +0.5%
CLOS
199
Compagnie Lombard Odier SCmA
Switzerland
$54.7M +$610K +6,055 +1%
CCMG
200
Clark Capital Management Group
Pennsylvania
$54.2M +$9.57M +94,972 +21%
6 7
8
9 10

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.