Walt Disney
DIS
3,001 hedge funds and large institutions have $116B invested in Walt Disney in 2023 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 929 increasing their positions, 1,461 reducing their positions, and 148 closing their positions.
151% more first-time investments, than exits
New positions opened: 371 | Existing positions closed: 148
20% more capital invested
Capital invested by funds: $96.7B → $116B (+$18.9B)
17% more funds holding in top 10
Funds holding in top 10: 54 → 63 (+9)
6% more funds holding
Funds holding: 2,825 → 3,001 (+176)
4.94% more ownership
Funds ownership: 63.88% → 68.82% (+4.9%)
9% less call options, than puts
Call options by funds: $4.29B | Put options by funds: $4.69B
36% less repeat investments, than reductions
Existing positions increased: 929 | Existing positions reduced: 1,461
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.56B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$871M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$559M |
| 4 |
VH
ValueAct Holdings
San Francisco,
California
|
+$448M |
| 5 |
State Street
Boston,
Massachusetts
|
+$270M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$267M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$215M |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$206M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$139M |
| 5 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
-$126M |
DIS Hedge Fund Activity: Q4 2023 in Review
3,001 of the 6,861 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q4 2023, worth a combined $116B — up 20% from $96.7B a quarter earlier.
Buyers outnumbered sellers: 371 funds opened new DIS positions and 148 closed out — a net gain of 223 holders — while 929 added to existing stakes and 1,461 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.56B. The largest seller was Goldman Sachs, cutting an estimated $267M.
- 3,001 institutional investors held Walt Disney (DIS) as of Q4 2023, up from 2,825 in Q3 2023.
- Funds reported $116B of Walt Disney stock for Q4 2023, up 20% quarter-over-quarter.
- 371 funds opened new Walt Disney positions in Q4 2023 and 148 closed out, a net change of +223 holders.
- The largest Walt Disney buyer in Q4 2023 was Morgan Stanley, an estimated $4.56B added.
- The largest Walt Disney seller in Q4 2023 was Goldman Sachs, an estimated $267M sold.
Based on aggregated 13F filings for Q4 2023.