Diageo
930 hedge funds and large institutions have $9.46B invested in Diageo in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 348 increasing their positions, 296 reducing their positions, and 68 closing their positions.
24% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 68
18% more repeat investments, than reductions
Existing positions increased: 348 | Existing positions reduced: 296
1% more capital invested
Capital invested by funds: $9.34B → $9.46B (+$119M)
1% more funds holding
Funds holding: 923 → 930 (+7)
0.02% more ownership
Funds ownership: 2.54% → 2.56% (+0.02%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
31% less call options, than puts
Call options by funds: $90.4M | Put options by funds: $131M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$144M |
| 2 |
AC
AKO Capital
London,
United Kingdom
|
+$122M |
| 3 |
CCM
Cullen Capital Management
New York
|
+$86.1M |
| 4 |
BlackRock
New York
|
+$80.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$45.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$97.5M |
| 2 |
SCCM
Schafer Cullen Capital Management
New York
|
-$86.4M |
| 3 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$71.2M |
| 4 |
FI
Focused Investors
Los Angeles,
California
|
-$47.2M |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
-$27.5M |
DEO Hedge Fund Activity: Q1 2021 in Review
930 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q1 2021, worth a combined $9.46B — up 1.3% from $9.34B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new DEO positions and 68 closed out — a net gain of 16 holders — while 348 added to existing stakes and 296 trimmed.
The largest buyer was HSBC Holdings, opening a new position worth an estimated $144M. The largest seller was Nuance Investments, cutting an estimated $97.5M.
- 930 institutional investors held Diageo (DEO) as of Q1 2021, up from 923 in Q4 2020.
- Funds reported $9.46B of Diageo stock for Q1 2021, up 1.3% quarter-over-quarter.
- 84 funds opened new Diageo positions in Q1 2021 and 68 closed out, a net change of +16 holders.
- The largest Diageo buyer in Q1 2021 was HSBC Holdings, an estimated $144M added.
- The largest Diageo seller in Q1 2021 was Nuance Investments, an estimated $97.5M sold.
Based on aggregated 13F filings for Q1 2021.