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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
BHWM
776
Bar Harbor Wealth Management
New Hampshire
$224K -$4.39K -25 -2%
HFG
777
Heron Financial Group
New York
$223K -$16.7K -95 -7%
WB
778
Webster Bank
Connecticut
$223K – – –
BHIA
779
Birch Hill Investment Advisors
Massachusetts
$223K – – –
HI
780
Harbour Investments
Wisconsin
$222K +$40.5K +231 +23%
BSW
781
Buckingham Strategic Wealth
Missouri
$222K -$92.3K -526 -30%
BFO
782
Biltmore Family Office
North Carolina
$222K -$1.58K -9 -0.7%
HBT
783
Hills Bank & Trust
Iowa
$219K – – –
EM
784
Excalibur Management
Massachusetts
$219K – – –
MA
785
MJP Associates
Connecticut
$219K +$5.61K +32 +3%
BAAM
786
Baker Avenue Asset Management
California
$218K -$63.2K -360 -23%
HIA
787
Harbor Investment Advisory
Maryland
$217K +$2.63K +15 +1%
Koshinski Asset Management
788
Koshinski Asset Management
Illinois
$217K +$213K +1,217 New
HS
789
Horan Securities
United States
$216K -$3.68K -21 -2%
KC
790
Knuff & Co
California
$216K – – –
BIP
791
Blueprint Investment Partners
North Carolina
$216K +$213K +1,213 New
BAM
792
Belpointe Asset Management
Nevada
$216K -$20.7K -118 -9%
HTHT
793
Hemenway Trust Hemenway Trust
New Hampshire
$215K +$1.58K +9 +0.8%
SFS
794
Stiles Financial Services
Minnesota
$214K +$211K +1,201 New
Two Sigma Investments
795
Two Sigma Investments
New York
$214K -$9.96M -56,759 -98%
MSFP
796
Mark Sheptoff Financial Planning
Connecticut
$214K – – –
TC
797
Titleist Capital
Texas
$213K +$210K +1,196 New
MIA
798
MMBG Investment Advisors
Florida
$213K -$40K -228 -16%
CWM
799
Curi Wealth Management
North Carolina
$212K -$3.86K -22 -2%
CT
800
Cambridge Trust
Massachusetts
$212K – – –
30 31
32
33 34

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.