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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
CI
51
Cambiar Investors
Colorado
$24.7M -$2.45M -13,986 -9%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$24.1M +$2.14M +12,174 +10%
PWLP
53
Prio Wealth Limited Partnership
Massachusetts
$23.9M -$433K -2,470 -2%
CQS
54
Credential Qtrade Securities
$23.9M +$257K +1,466 +1%
RMA
55
Roffman Miller Associates
Pennsylvania
$22.5M +$6.14K +35 +0%
First Manhattan
56
First Manhattan
New York
$22.4M -$1.83M -10,455 -8%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$22.1M +$403K +2,295 +2%
SC
58
Scotia Capital
Ontario, Canada
$21.9M +$2.31M +13,140 +12%
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$21.7M -$11.6M -66,014 -35%
Voloridge Investment Management
60
Voloridge Investment Management
Florida
$21.5M -$4.96M -28,256 -19%
SSWM
61
Smith Salley Wealth Management
North Carolina
$20.9M +$30.5K +174 +0.1%
BC
62
Bartlett & Co
Ohio
$20.8M -$29.1K -166 -0.1%
BCWM
63
Bartlett & Co Wealth Management
Ohio
$20.8M -$29.1K -166 -0.1%
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$19.8M +$16M +90,935 +457%
MCM
65
Mill Capital Management
North Carolina
$18.7M +$39.1K +223 +0.2%
Neuberger Berman Group
66
Neuberger Berman Group
New York
$18.2M -$1.47M -8,402 -8%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$17.9M +$255K +1,452 +1%
CCP
68
Clarkston Capital Partners
Michigan
$17.8M +$389K +2,220 +2%
CP
69
Cumberland Partners
Ontario, Canada
$17.6M -$192K -1,095 -1%
CAC
70
Core Alternative Capital
Georgia
$17.6M +$1.83M +10,448 +12%
TAM
71
Tocqueville Asset Management
New York
$17.4M -$43K -245 -0.2%
RC
72
RBO & Co
California
$17.3M – – –
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$17.3M -$68.1K -388 -0.3%
Truist Financial
74
Truist Financial
North Carolina
$16.8M -$846K -4,822 -5%
US Bancorp
75
US Bancorp
Minnesota
$16.8M +$184K +1,049 +1%
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3
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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.