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Diageo
DEO

1,016 hedge funds and large institutions have $8.8B invested in Diageo in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 365 increasing their positions, 370 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

19% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 88

14% more call options, than puts

Call options by funds: $97.4M | Put options by funds: $85.4M

3% more capital invested

Capital invested by funds: $8.55B → $8.8B (+$251M)

1% more funds holding

Funds holding: 1,010 → 1,016 (+6)

0.06% more ownership

Funds ownership: 2.62% → 2.67% (+0.06%)

1% less repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 370

Holders
1,016
Holders Change
+6
Holders Change %
+0.59%
% of All Funds
14.64%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
105
Increased
365
Reduced
370
Closed
88
Calls
$97.4M
Puts
$85.4M
Net Calls
+$12M
Net Calls Change
-$38.6M

Top Buyers

Rank Fund Capital Flow
1
OAG
Orbis Allan Gray
Bermuda
+$226M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$185M
3
BlackRock
BlackRock
New York
+$129M
4
Bank of America
Bank of America
North Carolina
+$100M
5
MIS
Morningstar Investment Services
Illinois
+$72.9M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$418M
2
UBS Group
UBS Group
Switzerland
-$115M
3
DC
Davenport & Co
Virginia
-$70M
4
HMP
HS Management Partners
New York
-$54.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$43.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
976
Anfield Capital Management
California
$5.06K +$4.98K +34 New
IWP
977
IAG Wealth Partners
Wisconsin
$4.46K -$4.39K -30 -50%
FWM
978
FSA Wealth Management
Massachusetts
$4.46K – – –
KFI
979
Key Financial Inc
Pennsylvania
$4.46K – – –
CPG
980
Cornerstone Planning Group
New Jersey
$4.4K -$3.66K -25 -44%
WIM
981
Westside Investment Management
California
$4.17K – – –
TFGT
982
TS Financial Group (TSFG)
Illinois
$4K – – –
RS
983
Rakuten Securities
Japan
$3.72K -$2.78K -19 -43%
T
984
Tidemark
California
$3.72K – – –
SGC
985
Slocum, Gordon & Co
Rhode Island
$3.72K – – –
MSG
986
Main Street Group
Virginia
$3.44K – – –
APC
987
Aspire Private Capital
North Carolina
$3.27K – – –
CCM
988
Copeland Capital Management
Pennsylvania
$3.27K – – –
RFG
989
RFP Financial Group
Georgia
$3.12K -$3.66K -25 -54%
CSC
990
Caldwell Sutter Capital
California
$3.12K – – –
MIA
991
MeadowBrook Investment Advisors
Michigan
$3.12K – – –
FPF
992
First Pacific Financial
Washington
$3.01K +$2.93K +20 New
BGAI
993
Bruce G. Allen Investments
Colorado
$2.98K – – –
EAM
994
Eukles Asset Management
Ohio
$2.98K – – –
OP
995
ORG Partners
Indiana
$2.96K +$2.93K +20 New
ACA
996
American Capital Advisory
Idaho
$2.9K +$2.34K +16 New
FG
997
Fairman Group
Pennsylvania
$2.41K – – –
WAG
998
Wiser Advisor Group
Arizona
$2.1K -$146 -1 -7%
AW
999
Avion Wealth
Texas
$2K – – –
DF
1000
DecisionPoint Financial
Arizona
$1.94K – – –
38 39
40
41 42

DEO Hedge Fund Activity: Q1 2024 in Review

1,016 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q1 2024, worth a combined $8.8B — up 2.9% from $8.55B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new DEO positions and 88 closed out — a net gain of 17 holders — while 365 added to existing stakes and 370 trimmed.

The largest buyer was Orbis Allan Gray, opening a new position worth an estimated $226M. The largest seller was Morgan Stanley, cutting an estimated $418M.

  • 1,016 institutional investors held Diageo (DEO) as of Q1 2024, up from 1,010 in Q4 2023.
  • Funds reported $8.8B of Diageo stock for Q1 2024, up 2.9% quarter-over-quarter.
  • 105 funds opened new Diageo positions in Q1 2024 and 88 closed out, a net change of +17 holders.
  • The largest Diageo buyer in Q1 2024 was Orbis Allan Gray, an estimated $226M added.
  • The largest Diageo seller in Q1 2024 was Morgan Stanley, an estimated $418M sold.

Based on aggregated 13F filings for Q1 2024.