Diageo
DEO
592 hedge funds and large institutions have $8.68B invested in Diageo in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 238 increasing their positions, 211 reducing their positions, and 39 closing their positions.
127% more call options, than puts
Call options by funds: $89M | Put options by funds: $39.2M
13% more repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 211
10% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 39
0.02% less ownership
Funds ownership: 3.17% → 3.15% (-0.02%)
1% less funds holding
Funds holding: 596 → 592 (-4)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
9% less capital invested
Capital invested by funds: $9.52B → $8.68B (-$832M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$56.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$26.7M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$22.9M |
| 4 |
SCCM
Schafer Cullen Capital Management
New York
|
+$17.5M |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$512M |
| 2 |
HJGA
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
-$74.9M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$41.6M |
| 4 |
Renaissance Technologies
New York
|
-$28.9M |
| 5 |
First Manhattan
New York
|
-$28.4M |
DEO Hedge Fund Activity: Q1 2015 in Review
592 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q1 2015, worth a combined $8.68B — down 8.7% from $9.52B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new DEO positions and 39 closed out — a net gain of 4 holders — while 238 added to existing stakes and 211 trimmed.
The largest buyer was UBS Group, adding an estimated $56.8M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $512M sold.
- 592 institutional investors held Diageo (DEO) as of Q1 2015, down from 596 in Q4 2014.
- Funds reported $8.68B of Diageo stock for Q1 2015, down 8.7% quarter-over-quarter.
- 43 funds opened new Diageo positions in Q1 2015 and 39 closed out, a net change of +4 holders.
- The largest Diageo buyer in Q1 2015 was UBS Group, an estimated $56.8M added.
- The largest Diageo seller in Q1 2015 was Americafirst Capital Management, an estimated $512M sold.
Based on aggregated 13F filings for Q1 2015.