Diageo
845 hedge funds and large institutions have $8.06B invested in Diageo in 2020 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 287 increasing their positions, 307 reducing their positions, and 61 closing their positions.
48% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 61
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
8% more capital invested
Capital invested by funds: $7.5B → $8.06B (+$563M)
3% more funds holding
Funds holding: 824 → 845 (+21)
0.04% more ownership
Funds ownership: 2.53% → 2.57% (+0.04%)
7% less repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 307
23% less call options, than puts
Call options by funds: $46.1M | Put options by funds: $59.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$78.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$49M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$41.9M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$35.6M |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$47.1M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$25.9M |
| 3 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$21.4M |
| 4 |
Morgan Stanley
New York
|
-$21M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$18.1M |
DEO Hedge Fund Activity: Q2 2020 in Review
845 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q2 2020, worth a combined $8.06B — up 7.5% from $7.5B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new DEO positions and 61 closed out — a net gain of 29 holders — while 287 added to existing stakes and 307 trimmed.
The largest buyer was Capital International Investors, opening a new position worth an estimated $78.7M. The largest seller was UBS Group, cutting an estimated $47.1M.
- 845 institutional investors held Diageo (DEO) as of Q2 2020, up from 824 in Q1 2020.
- Funds reported $8.06B of Diageo stock for Q2 2020, up 7.5% quarter-over-quarter.
- 90 funds opened new Diageo positions in Q2 2020 and 61 closed out, a net change of +29 holders.
- The largest Diageo buyer in Q2 2020 was Capital International Investors, an estimated $78.7M added.
- The largest Diageo seller in Q2 2020 was UBS Group, an estimated $47.1M sold.
Based on aggregated 13F filings for Q2 2020.