Diageo
565 hedge funds and large institutions have $10.3B invested in Diageo in 2013 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 234 increasing their positions, 176 reducing their positions, and 31 closing their positions.
135% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 31
74% more call options, than puts
Call options by funds: $70.8M | Put options by funds: $40.8M
33% more repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 176
7% more funds holding
Funds holding: 529 → 565 (+36)
0.01% more ownership
Funds ownership: 3.13% → 3.14% (+0.01%)
0% more funds holding in top 10
Funds holding in top 10: 25 → 25 (0)
0% less capital invested
Capital invested by funds: $10.4B → $10.3B (-$37.9M)
Top Buyers
Top Sellers
| 1 |
IG
ING Group
Amsterdam,
Netherlands
|
-$71.3M |
| 2 |
WI
WHV Investments
San Francisco,
California
|
-$37.5M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$35.3M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$27.2M |
| 5 |
GA
Geneva Advisors
Chicago,
Illinois
|
-$19.4M |
DEO Hedge Fund Activity: Q4 2013 in Review
565 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q4 2013, worth a combined $10.3B — down 0.37% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new DEO positions and 31 closed out — a net gain of 42 holders — while 234 added to existing stakes and 176 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $87.3M. The largest seller was ING Group, exiting entirely with an estimated $71.3M sold.
- 565 institutional investors held Diageo (DEO) as of Q4 2013, up from 529 in Q3 2013.
- Funds reported $10.3B of Diageo stock for Q4 2013, down 0.37% quarter-over-quarter.
- 73 funds opened new Diageo positions in Q4 2013 and 31 closed out, a net change of +42 holders.
- The largest Diageo buyer in Q4 2013 was Wellington Management Group, an estimated $87.3M added.
- The largest Diageo seller in Q4 2013 was ING Group, an estimated $71.3M sold.
Based on aggregated 13F filings for Q4 2013.