Walt Disney
DIS
3,072 hedge funds and large institutions have $118B invested in Walt Disney in 2023 Q1 according to their latest regulatory filings, with 261 funds opening new positions, 1,302 increasing their positions, 1,221 reducing their positions, and 125 closing their positions.
109% more first-time investments, than exits
New positions opened: 261 | Existing positions closed: 125
29% more funds holding in top 10
Funds holding in top 10: 73 → 94 (+21)
17% more capital invested
Capital invested by funds: $101B → $118B (+$16.9B)
3% more funds holding
Funds holding: 2,992 → 3,072 (+80)
7% more repeat investments, than reductions
Existing positions increased: 1,302 | Existing positions reduced: 1,221
6% more call options, than puts
Call options by funds: $4.94B | Put options by funds: $4.65B
0.52% more ownership
Funds ownership: 63.19% → 63.71% (+0.52%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$434M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$297M |
| 3 |
Coatue Management
New York
|
+$283M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$270M |
| 5 |
Amundi
Paris,
France
|
+$222M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$325M |
| 2 |
TFM
Trian Fund Management
New York
|
-$314M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$256M |
| 4 |
JP Morgan Chase
New York
|
-$247M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$246M |
DIS Hedge Fund Activity: Q1 2023 in Review
3,072 of the 6,284 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q1 2023, worth a combined $118B — up 17% from $101B a quarter earlier.
Buyers outnumbered sellers: 261 funds opened new DIS positions and 125 closed out — a net gain of 136 holders — while 1,302 added to existing stakes and 1,221 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $434M. The largest seller was Barclays, cutting an estimated $325M.
- 3,072 institutional investors held Walt Disney (DIS) as of Q1 2023, up from 2,992 in Q4 2022.
- Funds reported $118B of Walt Disney stock for Q1 2023, up 17% quarter-over-quarter.
- 261 funds opened new Walt Disney positions in Q1 2023 and 125 closed out, a net change of +136 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.