Diageo
824 hedge funds and large institutions have $7.5B invested in Diageo in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 245 increasing their positions, 357 reducing their positions, and 141 closing their positions.
64% more call options, than puts
Call options by funds: $56.7M | Put options by funds: $34.5M
0.01% less ownership
Funds ownership: 2.53% → 2.53% (-0.01%)
9% less funds holding
Funds holding: 909 → 824 (-85)
25% less capital invested
Capital invested by funds: $9.99B → $7.5B (-$2.49B)
31% less repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 357
37% less funds holding in top 10
Funds holding in top 10: 19 → 12 (-7)
57% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 141
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$358M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$109M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$98.3M |
| 4 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$51M |
| 5 |
Renaissance Technologies
New York
|
+$39.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$389M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$105M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$68.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$58.6M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$38.4M |
DEO Hedge Fund Activity: Q1 2020 in Review
824 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q1 2020, worth a combined $7.5B — down 25% from $9.99B a quarter earlier.
Sellers outnumbered buyers: 141 funds closed out of DEO and 61 opened new positions — a net loss of 80 holders — while 357 trimmed existing stakes and 245 added.
The largest buyer was Charles Schwab, opening a new position worth an estimated $358M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $389M sold.
- 824 institutional investors held Diageo (DEO) as of Q1 2020, down from 909 in Q4 2019.
- Funds reported $7.5B of Diageo stock for Q1 2020, down 25% quarter-over-quarter.
- 61 funds opened new Diageo positions in Q1 2020 and 141 closed out, a net change of -80 holders.
- The largest Diageo buyer in Q1 2020 was Charles Schwab, an estimated $358M added.
- The largest Diageo seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $389M sold.
Based on aggregated 13F filings for Q1 2020.