Diageo
937 hedge funds and large institutions have $10.2B invested in Diageo in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 317 increasing their positions, 318 reducing their positions, and 54 closing their positions.
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
4% more call options, than puts
Call options by funds: $117M | Put options by funds: $112M
0.14% less ownership
Funds ownership: 2.47% → 2.33% (-0.14%)
0% less repeat investments, than reductions
Existing positions increased: 317 | Existing positions reduced: 318
6% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 54
2% less funds holding
Funds holding: 954 → 937 (-17)
5% less capital invested
Capital invested by funds: $10.7B → $10.2B (-$541M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$29M |
| 2 |
AC
AKO Capital
London,
United Kingdom
|
+$29M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.2M |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
+$12.7M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$7.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$177M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$125M |
| 3 |
HMP
HS Management Partners
New York
|
-$61.7M |
| 4 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$44.6M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$42M |
DEO Hedge Fund Activity: Q3 2021 in Review
937 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q3 2021, worth a combined $10.2B — down 5% from $10.7B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of DEO and 51 opened new positions — a net loss of 3 holders — while 318 trimmed existing stakes and 317 added.
The largest buyer was HSBC Holdings, adding an estimated $29M. The largest seller was Orbis Allan Gray, exiting entirely with an estimated $177M sold.
- 937 institutional investors held Diageo (DEO) as of Q3 2021, down from 954 in Q2 2021.
- Funds reported $10.2B of Diageo stock for Q3 2021, down 5% quarter-over-quarter.
- 51 funds opened new Diageo positions in Q3 2021 and 54 closed out, a net change of -3 holders.
- The largest Diageo buyer in Q3 2021 was HSBC Holdings, an estimated $29M added.
- The largest Diageo seller in Q3 2021 was Orbis Allan Gray, an estimated $177M sold.
Based on aggregated 13F filings for Q3 2021.