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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
AA
2101
Addison Advisors
Vermont
$589K +$16.8K +167 +3%
FP
2102
Financial Perspectives
Minnesota
$587K +$5.04K +50 +0.9%
CBOR
2103
Community Bank of Raymore
Missouri
$586K +$66.5K +660 +13%
OFG
2104
Oxford Financial Group
Indiana
$583K -$71.9K -713 -11%
ET
2105
Equitable Trust
Tennessee
$583K -$102K -1,016 -15%
VA
2106
Valmark Advisers
Ohio
$582K -$4.54K -45 -0.8%
WIC
2107
Wilkins Investment Counsel
Massachusetts
$581K – – –
SWIM
2108
Smallwood Wealth Investment Management
New Jersey
$580K -$56K -555 -9%
TCM
2109
Tran Capital Management
California
$579K – – –
MIFH
2110
Migdal Insurance & Financial Holdings
Israel
$579K -$3.02K -30 -0.5%
WMP
2111
Wealth Management Partners
Arizona
$579K -$22.3K -221 -4%
GFPC
2112
Global Financial Private Client
Florida
$575K -$504 -5 -0.1%
FZCM
2113
Flynn Zito Capital Management
New York
$575K +$5.24K +52 +0.9%
AIM
2114
Athena Investment Management
California
$575K +$27.7K +275 +5%
VWA
2115
Visionary Wealth Advisors
Illinois
$574K +$29.7K +295 +5%
HKAM
2116
Horizon Kinetics Asset Management
New York
$572K +$30.2K +300 +6%
BA
2117
Bluesphere Advisors
Pennsylvania
$569K – – –
HAM
2118
Hedges Asset Management
Nevada
$567K +$101K +1,000 +21%
RBFC
2119
Roman Butler Fullerton & Co
Missouri
$566K -$35.3K -350 -6%
MCP
2120
Mirador Capital Partners
California
$564K -$2.55M -25,334 -82%
PMFA
2121
Plante Moran Financial Advisors
Michigan
$563K -$84.3K -836 -13%
FFA
2122
Farther Finance Advisors
California
$563K +$110K +1,090 +24%
SLF
2123
Sun Life Financial
Ontario, Canada
$562K – – –
LSV Asset Management
2124
LSV Asset Management
Illinois
$561K – – –
AA
2125
Advisory Alpha
Michigan
$561K +$807 +8 +0.1%
83 84
85
86 87

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.