Diageo
835 hedge funds and large institutions have $8.07B invested in Diageo in 2020 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 259 increasing their positions, 336 reducing their positions, and 68 closing their positions.
0% more capital invested
Capital invested by funds: $8.06B → $8.07B (+$14.2M)
0.03% less ownership
Funds ownership: 2.57% → 2.54% (-0.03%)
3% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 68
8% less call options, than puts
Call options by funds: $58.7M | Put options by funds: $64M
1% less funds holding
Funds holding: 845 → 835 (-10)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
23% less repeat investments, than reductions
Existing positions increased: 259 | Existing positions reduced: 336
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
Pendal Group
Sydney,
Australia
|
+$117M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$79.7M |
| 3 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$42.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$27.8M |
| 5 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$127M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$44.6M |
| 3 |
Renaissance Technologies
New York
|
-$41.1M |
| 4 |
SCCM
Schafer Cullen Capital Management
New York
|
-$34.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$28.8M |
DEO Hedge Fund Activity: Q3 2020 in Review
835 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q3 2020, worth a combined $8.07B — up 0.18% from $8.06B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of DEO and 66 opened new positions — a net loss of 2 holders — while 336 trimmed existing stakes and 259 added.
The largest buyer was Pendal Group, opening a new position worth an estimated $117M. The largest seller was Morgan Stanley, cutting an estimated $127M.
- 835 institutional investors held Diageo (DEO) as of Q3 2020, down from 845 in Q2 2020.
- Funds reported $8.07B of Diageo stock for Q3 2020, up 0.18% quarter-over-quarter.
- 66 funds opened new Diageo positions in Q3 2020 and 68 closed out, a net change of -2 holders.
- The largest Diageo buyer in Q3 2020 was Pendal Group, an estimated $117M added.
- The largest Diageo seller in Q3 2020 was Morgan Stanley, an estimated $127M sold.
Based on aggregated 13F filings for Q3 2020.