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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
PK
976
Pflug Koory
Nebraska
$8K – – –
TC
977
Truvestments Capital
Florida
$7.13K – – –
TWM
978
Tradition Wealth Management
Minnesota
$7K +$175 +1 +3%
Macquarie Group
979
Macquarie Group
Australia
$7K +$526 +3 +8%
FCB
980
First Command Bank
Texas
$7K +$7.19K +41 New
FCFS
981
First Command Financial Services
Texas
$7K +$7.19K +41 New
AIM
982
Arcadia Investment Management
Michigan
$6.95K – – –
GGI
983
Godsey & Gibb Inc
Virginia
$6.95K – – –
GWSA
984
Global Wealth Strategies & Associates
Colorado
$6.95K +$6.84K +39 New
RWM
985
Ruedi Wealth Management
Illinois
$6.59K +$6.49K +37 New
MSCM
986
McElhenny Sheffield Capital Management
Texas
$6.24K +$6.14K +35 New
CP
987
Castleview Partners
Texas
$6.24K – – –
DWP
988
Destiny Wealth Partners
Florida
$5.88K – – –
LTI
989
Laffer Tengler Investments
Tennessee
$5.52K – – –
AA
990
Addison Advisors
Vermont
$5.35K -$10.5K -60 -67%
BIA
991
Bell Investment Advisors
California
$5.35K -$877 -5 -14%
KFI
992
Key Financial Inc
Pennsylvania
$5.09K – – –
AIP
993
Ameritas Investment Partners
Nebraska
$5.09K +$175 +1 +4%
ADL
994
Asset Dedication LLC
California
$5K – – –
TFGT
995
TS Financial Group (TSFG)
Illinois
$5K +$5.26K +30 New
BCM
996
Bourgeon Capital Management
Connecticut
$4.46K – – –
EAM
997
Eukles Asset Management
Ohio
$4K – – –
VanEck Associates
998
VanEck Associates
New York
$4K +$1.75K +10 +67%
APC
999
Aspire Private Capital
North Carolina
$3.92K – – –
MWM
1000
MinichMacGregor Wealth Management
New York
$3.92K +$3.86K +22 New
38 39
40
41 42

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.