Diageo
DEO
774 hedge funds and large institutions have $10.9B invested in Diageo in 2017 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 251 increasing their positions, 263 reducing their positions, and 42 closing their positions.
150% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 42
33% more funds holding in top 10
Funds holding in top 10: 18 → 24 (+6)
9% more funds holding
Funds holding: 713 → 774 (+61)
7% more capital invested
Capital invested by funds: $10.2B → $10.9B (+$715M)
0.04% less ownership
Funds ownership: 3.04% → 2.99% (-0.04%)
5% less repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 263
13% less call options, than puts
Call options by funds: $80.8M | Put options by funds: $92.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$108M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$56.2M |
| 3 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
+$23.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$23.4M |
| 5 |
Jane Street
New York
|
+$22.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$283M |
| 2 |
Millennium Management
New York
|
-$33.2M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$31.1M |
| 4 |
MWNA
Marshall Wace North America
New York
|
-$25.9M |
| 5 |
SJIC
St. James Investment Company
Southlake,
Texas
|
-$25.4M |
DEO Hedge Fund Activity: Q4 2017 in Review
774 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q4 2017, worth a combined $10.9B — up 7% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new DEO positions and 42 closed out — a net gain of 63 holders — while 251 added to existing stakes and 263 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $108M. The largest seller was Bank of America, cutting an estimated $283M.
- 774 institutional investors held Diageo (DEO) as of Q4 2017, up from 713 in Q3 2017.
- Funds reported $10.9B of Diageo stock for Q4 2017, up 7% quarter-over-quarter.
- 105 funds opened new Diageo positions in Q4 2017 and 42 closed out, a net change of +63 holders.
- The largest Diageo buyer in Q4 2017 was Morgan Stanley, an estimated $108M added.
- The largest Diageo seller in Q4 2017 was Bank of America, an estimated $283M sold.
Based on aggregated 13F filings for Q4 2017.