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Diageo
DEO

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
1,018
Holders Change
+50
Holders Change %
+5.17%
% of All Funds
16.36%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
128
Increased
346
Reduced
363
Closed
58
Calls
$46.5M
Puts
$35.8M
Net Calls
+$10.6M
Net Calls Change
-$15M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$76M
2
ClearBridge Investments
ClearBridge Investments
New York
+$48.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$46.7M
4
PG
Pendal Group
Australia
+$41.2M
5
Millennium Management
Millennium Management
New York
+$28.3M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$62.5M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$31.6M
3
Bank of America
Bank of America
North Carolina
-$25M
4
CCM
Cullen Capital Management
New York
-$22.4M
5
Goldman Sachs
Goldman Sachs
New York
-$20.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$72M -$1.36M -7,779 -2%
First Trust Advisors
27
First Trust Advisors
Illinois
$71.6M +$6.13M +34,957 +10%
Public Employees Retirement Association of Colorado
28
Public Employees Retirement Association of Colorado
Colorado
$69.9M -$783K -4,462 -1%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$69M -$10.7M -60,794 -14%
HMP
30
HS Management Partners
New York
$65M +$12.4M +70,644 +18%
GI
31
GAMCO Investors
Connecticut
$63.8M +$1.4M +7,992 +2%
Northern Trust
32
Northern Trust
Illinois
$58.6M -$4.08M -23,267 -7%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$51.5M +$1.29M +7,380 +3%
Citadel Advisors
34
Citadel Advisors
Florida
$47.4M +$46.7M +266,264 New
Fisher Asset Management
35
Fisher Asset Management
Washington
$44.4M +$2.98K +17 +0%
NEAM
36
New England Asset Management
Connecticut
$40.6M – – –
Millennium Management
37
Millennium Management
New York
$39.7M +$28.3M +161,228 +262%
CIM
38
Corda Investment Management
Texas
$39.7M +$45.8K +261 +0.1%
Corient Private Wealth
39
Corient Private Wealth
Florida
$36.5M +$36M +204,948 New
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$36.2M -$62.5M -356,565 -64%
GD
41
Grandfield & Dodd
New York
$35.3M +$87.2K +497 +0.3%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$32.2M +$736K +4,198 +2%
Franklin Resources
43
Franklin Resources
California
$31.8M -$891K -5,079 -3%
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$30.9M +$4.57M +26,046 +18%
HNB
45
Huntington National Bank
Ohio
$30.5M +$20.2M +115,063 +206%
JP Morgan Chase
46
JP Morgan Chase
New York
$29.4M +$654K +3,726 +2%
LPL Financial
47
LPL Financial
California
$27.2M +$165K +940 +0.6%
Lazard Asset Management
48
Lazard Asset Management
New York
$27M -$1.02M -5,788 -4%
TBC
49
Tweedy, Browne Co
Connecticut
$26.1M -$168K -959 -0.6%
Renaissance Technologies
50
Renaissance Technologies
New York
$25.6M -$3.4M -19,400 -12%
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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.