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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
PSC
2426
Prentiss Smith & Co
Vermont
$357K – – –
FNBOSM
2427
First National Bank of South Miami
Florida
$357K -$19.8K -196 -5%
CFC
2428
Coyle Financial Counsel
Illinois
$356K – – –
WFA
2429
Wellspring Financial Advisors
Ohio
$355K -$7.16K -71 -2%
ACM
2430
Ategra Capital Management
Virginia
$355K +$73.1K +725 +26%
PPP
2431
Private Portfolio Partners
New Jersey
$354K -$3.23K -32 -0.9%
FBT
2432
First Bank & Trust
South Dakota
$353K -$87.5K -868 -20%
BOM
2433
Bank of Marin
California
$353K -$19.2K -190 -5%
RP
2434
Riverbridge Partners
Minnesota
$353K – – –
VT
2435
Vise Technologies
New York
$353K +$355K +3,521 New
BP
2436
Broadleaf Partners
Ohio
$352K – – –
SWM
2437
Sendero Wealth Management
Texas
$352K +$42.3K +420 +14%
T
2438
TRUADVICE
Florida
$351K +$14.5K +144 +4%
CGIM
2439
Capital Group Investment Management
Singapore
$350K +$353K +3,497 New
CCB
2440
Cutter & Co Brokerage
Missouri
$350K -$20.2K -200 -5%
TCA
2441
Trifecta Capital Advisors
Illinois
$348K +$10.1K +100 +3%
DAM
2442
Doheny Asset Management
California
$348K +$99.3K +985 +40%
MCM
2443
McRae Capital Management
New Jersey
$348K – – –
MAM
2444
McLean Asset Management
Virginia
$347K -$9.78K -97 -3%
LPAM
2445
Lodestar Private Asset Management
California
$347K +$18.1K +180 +5%
IA
2446
Insight Advisors
Pennsylvania
$347K -$10.1K -100 -3%
SWM
2447
Sugarloaf Wealth Management
Georgia
$347K +$54.7K +543 +19%
CC
2448
Centiva Capital
New York
$347K +$151K +1,500 +76%
CMTU
2449
Capital Markets Trading (UK)
United Kingdom
$347K +$349K +3,466 New
WWG
2450
West Wealth Group
California
$347K -$9.68K -96 -3%
96 97
98
99 100

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.