Diageo
876 hedge funds and large institutions have $10.5B invested in Diageo in 2019 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 267 increasing their positions, 345 reducing their positions, and 52 closing their positions.
73% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 52
38% more call options, than puts
Call options by funds: $75.8M | Put options by funds: $54.9M
14% more capital invested
Capital invested by funds: $9.22B → $10.5B (+$1.26B)
4% more funds holding
Funds holding: 844 → 876 (+32)
0% more funds holding in top 10
Funds holding in top 10: 21 → 21 (0)
0.06% less ownership
Funds ownership: 2.71% → 2.65% (-0.06%)
23% less repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 345
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$162M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$105M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$45.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$40.3M |
| 5 |
HPC
HM Payson & Co
Portland,
Maine
|
+$29.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$293M |
| 2 |
Renaissance Technologies
New York
|
-$55.8M |
| 3 |
Morgan Stanley
New York
|
-$39.9M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$32.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$28.5M |
DEO Hedge Fund Activity: Q1 2019 in Review
876 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q1 2019, worth a combined $10.5B — up 14% from $9.22B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new DEO positions and 52 closed out — a net gain of 38 holders — while 267 added to existing stakes and 345 trimmed.
The largest buyer was Harding Loevner, opening a new position worth an estimated $162M. The largest seller was Harris Associates, cutting an estimated $293M.
- 876 institutional investors held Diageo (DEO) as of Q1 2019, up from 844 in Q4 2018.
- Funds reported $10.5B of Diageo stock for Q1 2019, up 14% quarter-over-quarter.
- 90 funds opened new Diageo positions in Q1 2019 and 52 closed out, a net change of +38 holders.
- The largest Diageo buyer in Q1 2019 was Harding Loevner, an estimated $162M added.
- The largest Diageo seller in Q1 2019 was Harris Associates, an estimated $293M sold.
Based on aggregated 13F filings for Q1 2019.