Diageo
1,018 hedge funds and large institutions have $9.51B invested in Diageo in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 346 increasing their positions, 363 reducing their positions, and 58 closing their positions.
121% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 58
30% more call options, than puts
Call options by funds: $46.5M | Put options by funds: $35.8M
8% more capital invested
Capital invested by funds: $8.83B → $9.51B (+$680M)
5% more funds holding
Funds holding: 968 → 1,018 (+50)
0.04% more ownership
Funds ownership: 2.29% → 2.33% (+0.04%)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
5% less repeat investments, than reductions
Existing positions increased: 346 | Existing positions reduced: 363
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$76M |
| 2 |
ClearBridge Investments
New York
|
+$48.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$46.7M |
| 4 |
PG
Pendal Group
Sydney,
Australia
|
+$41.2M |
| 5 |
Millennium Management
New York
|
+$28.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$62.5M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$31.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$25M |
| 4 |
CCM
Cullen Capital Management
New York
|
-$22.4M |
| 5 |
Goldman Sachs
New York
|
-$20.2M |
DEO Hedge Fund Activity: Q4 2022 in Review
1,018 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q4 2022, worth a combined $9.51B — up 7.7% from $8.83B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new DEO positions and 58 closed out — a net gain of 70 holders — while 346 added to existing stakes and 363 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $76M. The largest seller was Arrowstreet Capital, cutting an estimated $62.5M.
- 1,018 institutional investors held Diageo (DEO) as of Q4 2022, up from 968 in Q3 2022.
- Funds reported $9.51B of Diageo stock for Q4 2022, up 7.7% quarter-over-quarter.
- 128 funds opened new Diageo positions in Q4 2022 and 58 closed out, a net change of +70 holders.
- The largest Diageo buyer in Q4 2022 was Morgan Stanley, an estimated $76M added.
- The largest Diageo seller in Q4 2022 was Arrowstreet Capital, an estimated $62.5M sold.
Based on aggregated 13F filings for Q4 2022.