Diageo
660 hedge funds and large institutions have $8.93B invested in Diageo in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 237 increasing their positions, 232 reducing their positions, and 34 closing their positions.
68% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 34
42% more call options, than puts
Call options by funds: $110M | Put options by funds: $77.8M
2% more funds holding
Funds holding: 647 → 660 (+13)
4% more capital invested
Capital invested by funds: $8.61B → $8.93B (+$319M)
2% more repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 232
0.03% more ownership
Funds ownership: 3.01% → 3.04% (+0.03%)
15% less funds holding in top 10
Funds holding in top 10: 27 → 23 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$282M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$31.6M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$30.7M |
| 4 |
Renaissance Technologies
New York
|
+$20.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$131M |
| 2 |
JP Morgan Chase
New York
|
-$80.4M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$25.7M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$25.3M |
| 5 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$23.2M |
DEO Hedge Fund Activity: Q3 2016 in Review
660 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q3 2016, worth a combined $8.93B — up 3.7% from $8.61B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new DEO positions and 34 closed out — a net gain of 23 holders — while 237 added to existing stakes and 232 trimmed.
The largest buyer was Bank of America, adding an estimated $282M. The largest seller was Wellington Management Group, cutting an estimated $131M.
- 660 institutional investors held Diageo (DEO) as of Q3 2016, up from 647 in Q2 2016.
- Funds reported $8.93B of Diageo stock for Q3 2016, up 3.7% quarter-over-quarter.
- 57 funds opened new Diageo positions in Q3 2016 and 34 closed out, a net change of +23 holders.
- The largest Diageo buyer in Q3 2016 was Bank of America, an estimated $282M added.
- The largest Diageo seller in Q3 2016 was Wellington Management Group, an estimated $131M sold.
Based on aggregated 13F filings for Q3 2016.