Walt Disney
DIS
3,007 hedge funds and large institutions have $111B invested in Walt Disney in 2023 Q4 according to their latest regulatory filings, with 374 funds opening new positions, 930 increasing their positions, 1,463 reducing their positions, and 147 closing their positions.
154% more first-time investments, than exits
New positions opened: 374 | Existing positions closed: 147
17% more funds holding in top 10
Funds holding in top 10: 54 → 63 (+9)
15% more capital invested
Capital invested by funds: $96.6B → $111B (+$14.7B)
6% more funds holding
Funds holding: 2,827 → 3,007 (+180)
2.41% more ownership
Funds ownership: 63.87% → 66.28% (+2.4%)
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: 930 | Existing positions reduced: 1,463
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$871M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$559M |
| 3 |
VH
ValueAct Holdings
San Francisco,
California
|
+$448M |
| 4 |
Morgan Stanley
New York
|
+$327M |
| 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
3,007 of the 6,870 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q4 2023, worth a combined $111B — up 15% from $96.6B a quarter earlier.
Buyers outnumbered sellers: 374 funds opened new DIS positions and 147 closed out — a net gain of 227 holders — while 930 added to existing stakes and 1,463 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $871M. The largest seller was Goldman Sachs, cutting an estimated $267M.
- 3,007 institutional investors held Walt Disney (DIS) as of Q4 2023, up from 2,827 in Q3 2023.
- Funds reported $111B of Walt Disney stock for Q4 2023, up 15% quarter-over-quarter.
- 374 funds opened new Walt Disney positions in Q4 2023 and 147 closed out, a net change of +227 holders.
- The largest Walt Disney buyer in Q4 2023 was Fidelity Investments, an estimated $871M added.
- The largest Walt Disney seller in Q4 2023 was Goldman Sachs, an estimated $267M sold.
Based on aggregated 13F filings for Q4 2023.