Walt Disney
DIS
2,827 hedge funds and large institutions have $96.6B invested in Walt Disney in 2023 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 1,057 increasing their positions, 1,377 reducing their positions, and 257 closing their positions.
0.99% more ownership
Funds ownership: 62.88% → 63.87% (+0.99%)
0% more funds holding in top 10
Funds holding in top 10: 54 → 54 (0)
4% less call options, than puts
Call options by funds: $4.62B | Put options by funds: $4.82B
5% less funds holding
Funds holding: 2,961 → 2,827 (-134)
8% less capital invested
Capital invested by funds: $104B → $96.6B (-$7.87B)
23% less repeat investments, than reductions
Existing positions increased: 1,057 | Existing positions reduced: 1,377
39% less first-time investments, than exits
New positions opened: 158 | Existing positions closed: 257
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
+$2.26B |
| 2 |
First Eagle Investment Management
New York
|
+$344M |
| 3 |
Goldman Sachs
New York
|
+$287M |
| 4 |
Millennium Management
New York
|
+$253M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$214M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$682M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$576M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$323M |
| 4 |
BlackRock
New York
|
-$279M |
| 5 |
Janus Henderson Group
London,
|
-$247M |
DIS Hedge Fund Activity: Q3 2023 in Review
2,827 of the 6,311 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2023, worth a combined $96.6B — down 7.5% from $104B a quarter earlier.
Sellers outnumbered buyers: 257 funds closed out of DIS and 158 opened new positions — a net loss of 99 holders — while 1,377 trimmed existing stakes and 1,057 added.
The largest buyer was Trian Fund Management, adding an estimated $2.26B. The largest seller was Wellington Management Group, cutting an estimated $682M.
- 2,827 institutional investors held Walt Disney (DIS) as of Q3 2023, down from 2,961 in Q2 2023.
- Funds reported $96.6B of Walt Disney stock for Q3 2023, down 7.5% quarter-over-quarter.
- 158 funds opened new Walt Disney positions in Q3 2023 and 257 closed out, a net change of -99 holders.
- The largest Walt Disney buyer in Q3 2023 was Trian Fund Management, an estimated $2.26B added.
- The largest Walt Disney seller in Q3 2023 was Wellington Management Group, an estimated $682M sold.
Based on aggregated 13F filings for Q3 2023.