Diageo
866 hedge funds and large institutions have $10.7B invested in Diageo in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 253 increasing their positions, 371 reducing their positions, and 65 closing their positions.
54% more call options, than puts
Call options by funds: $84.4M | Put options by funds: $54.8M
10% more funds holding in top 10
Funds holding in top 10: 21 → 23 (+2)
2% more capital invested
Capital invested by funds: $10.5B → $10.7B (+$258M)
0.03% less ownership
Funds ownership: 2.65% → 2.63% (-0.03%)
2% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 65
1% less funds holding
Funds holding: 876 → 866 (-10)
32% less repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 371
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCCM
Schafer Cullen Capital Management
New York
|
+$38.8M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$32.4M |
| 3 |
ClearBridge Investments
New York
|
+$18.9M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$14.3M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$66.6M |
| 2 |
Renaissance Technologies
New York
|
-$52.7M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$40.1M |
| 4 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$25.3M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$18M |
DEO Hedge Fund Activity: Q2 2019 in Review
866 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q2 2019, worth a combined $10.7B — up 2.5% from $10.5B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of DEO and 64 opened new positions — a net loss of 1 holder — while 371 trimmed existing stakes and 253 added.
The largest buyer was Schafer Cullen Capital Management, adding an estimated $38.8M. The largest seller was Harris Associates, cutting an estimated $66.6M.
- 866 institutional investors held Diageo (DEO) as of Q2 2019, down from 876 in Q1 2019.
- Funds reported $10.7B of Diageo stock for Q2 2019, up 2.5% quarter-over-quarter.
- 64 funds opened new Diageo positions in Q2 2019 and 65 closed out, a net change of -1 holder.
- The largest Diageo buyer in Q2 2019 was Schafer Cullen Capital Management, an estimated $38.8M added.
- The largest Diageo seller in Q2 2019 was Harris Associates, an estimated $66.6M sold.
Based on aggregated 13F filings for Q2 2019.