Diageo
596 hedge funds and large institutions have $9.52B invested in Diageo in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 208 increasing their positions, 223 reducing their positions, and 41 closing their positions.
129% more call options, than puts
Call options by funds: $79M | Put options by funds: $34.6M
85% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 41
5% more funds holding
Funds holding: 568 → 596 (+28)
0.01% less ownership
Funds ownership: 3.18% → 3.17% (-0.01%)
3% less capital invested
Capital invested by funds: $9.84B → $9.52B (-$322M)
7% less repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 223
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$72.9M |
| 2 |
HI
Honeywell International
Charlotte,
North Carolina
|
+$41.1M |
| 3 |
First Manhattan
New York
|
+$20.3M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
+$20.2M |
| 5 |
SIC
Schwartz Investment Counsel
Plymouth,
Michigan
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$57.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$50.1M |
| 3 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
-$46.4M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$33.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$30.9M |
DEO Hedge Fund Activity: Q4 2014 in Review
596 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q4 2014, worth a combined $9.52B — down 3.3% from $9.84B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new DEO positions and 41 closed out — a net gain of 35 holders — while 208 added to existing stakes and 223 trimmed.
The largest buyer was Ameriprise, adding an estimated $72.9M. The largest seller was Jane Street, cutting an estimated $57.4M.
- 596 institutional investors held Diageo (DEO) as of Q4 2014, up from 568 in Q3 2014.
- Funds reported $9.52B of Diageo stock for Q4 2014, down 3.3% quarter-over-quarter.
- 76 funds opened new Diageo positions in Q4 2014 and 41 closed out, a net change of +35 holders.
- The largest Diageo buyer in Q4 2014 was Ameriprise, an estimated $72.9M added.
- The largest Diageo seller in Q4 2014 was Jane Street, an estimated $57.4M sold.
Based on aggregated 13F filings for Q4 2014.