We are live on ! Find out more
DEO icon

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
FCT
826
Family Capital Trust
Massachusetts
$160K – – –
GCM
827
Galibier Capital Management
Ontario, Canada
$160K +$158K +900 New
OIM
828
Oder Investment Management
California
$159K +$157K +895 New
BAM
829
Baldrige Asset Management
Pennsylvania
$156K – – –
OWA
830
One Wealth Advisors
California
$153K -$81.2K -463 -35%
GIA
831
GHP Investment Advisors
Colorado
$142K – – –
Dimensional Fund Advisors
832
Dimensional Fund Advisors
Texas
$141K +$3.89M +22,149 +3%
BWM
833
Baystate Wealth Management
Massachusetts
$139K +$175 +1 +0.1%
HCM
834
Hollencrest Capital Management
California
$134K +$132K +750 New
IGWM
835
ICA Group Wealth Management
Colorado
$132K +$130K +742 New
GRP
836
Global Retirement Partners
California
$131K +$27.9K +159 +28%
WT
837
Washington Trust
Rhode Island
$130K -$175 -1 -0.1%
BCM
838
Blume Capital Management
California
$128K – – –
ZIG
839
Zullo Investment Group
Pennsylvania
$124K – – –
TAM
840
Tucker Asset Management
Colorado
$121K +$29.5K +168 +33%
GJIA
841
Glass Jacobson Investment Advisors
Maryland
$119K +$117K +669 New
TPCW
842
TD Private Client Wealth
New York
$118K -$8.24K -47 -7%
CWC
843
Carolinas Wealth Consulting
North Carolina
$115K +$6.49K +37 +0.1%
CT
844
Clearstead Trust
Maine
$109K -$13.2K -75 -11%
TCCM
845
Timber Creek Capital Management
Massachusetts
$107K – – –
LJHT
846
Laurie J. Hall Trustee
$106K – – –
SAM
847
S.A. Mason
Michigan
$102K – – –
GWM
848
Geneos Wealth Management
Colorado
$97.4K – – –
RMC
849
Resources Management Corp
Connecticut
$95K -$214K -1,220 -70%
AAP
850
Arax Advisory Partners
Colorado
$94.5K -$3.68K -21 -4%
32 33
34
35 36

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.