Walt Disney
DIS
2,960 hedge funds and large institutions have $104B invested in Walt Disney in 2023 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 1,098 increasing their positions, 1,438 reducing their positions, and 232 closing their positions.
0.83% less ownership
Funds ownership: 63.71% → 62.88% (-0.83%)
4% less funds holding
Funds holding: 3,071 → 2,960 (-111)
11% less call options, than puts
Call options by funds: $3.98B | Put options by funds: $4.49B
11% less capital invested
Capital invested by funds: $118B → $104B (-$13.5B)
24% less repeat investments, than reductions
Existing positions increased: 1,098 | Existing positions reduced: 1,438
38% less first-time investments, than exits
New positions opened: 143 | Existing positions closed: 232
43% less funds holding in top 10
Funds holding in top 10: 94 → 54 (-40)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$302M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$283M |
| 3 |
State Street
Boston,
Massachusetts
|
+$235M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$193M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$148M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$731M |
| 2 |
Eagle Capital Management (New York)
New York
|
-$282M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$243M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$212M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$173M |
DIS Hedge Fund Activity: Q2 2023 in Review
2,960 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q2 2023, worth a combined $104B — down 11% from $118B a quarter earlier.
Sellers outnumbered buyers: 232 funds closed out of DIS and 143 opened new positions — a net loss of 89 holders — while 1,438 trimmed existing stakes and 1,098 added.
The largest buyer was Barclays, adding an estimated $302M. The largest seller was T. Rowe Price Associates, cutting an estimated $731M.
- 2,960 institutional investors held Walt Disney (DIS) as of Q2 2023, down from 3,071 in Q1 2023.
- Funds reported $104B of Walt Disney stock for Q2 2023, down 11% quarter-over-quarter.
- 143 funds opened new Walt Disney positions in Q2 2023 and 232 closed out, a net change of -89 holders.
- The largest Walt Disney buyer in Q2 2023 was Barclays, an estimated $302M added.
- The largest Walt Disney seller in Q2 2023 was T. Rowe Price Associates, an estimated $731M sold.
Based on aggregated 13F filings for Q2 2023.