Walt Disney
DIS
3,009 hedge funds and large institutions have $111B invested in Walt Disney in 2023 Q4 according to their latest regulatory filings, with 376 funds opening new positions, 930 increasing their positions, 1,463 reducing their positions, and 147 closing their positions.
156% more first-time investments, than exits
New positions opened: 376 | Existing positions closed: 147
98% more capital inflows, than outflows
Capital inflows: $8.49B | Capital outflows: $4.29B
17% more funds holding in top 10
Funds holding in top 10: 54 → 63 (+9)
6% more funds holding
Funds holding: 2,827 → 3,009 (+182)
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 |
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
3,009 of the 6,877 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: 376 funds opened new DIS positions and 147 closed out — a net gain of 229 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.
- 3,009 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.
- 376 funds opened new Walt Disney positions in Q4 2023 and 147 closed out, a net change of +229 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.