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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
FGAM
1001
Financial Gravity Asset Management
Texas
$3.05K -$123K -699 -32%
CCM
1002
Copeland Capital Management
Pennsylvania
$3K – – –
JMF
1003
Johnson Midwest Financial
Iowa
$3K +$3.33K +19 New
DF
1004
DecisionPoint Financial
Arizona
$2.5K +$2.46K +14 New
AWM
1005
Avior Wealth Management
Nebraska
$2.14K – – –
CHA
1006
Carmichael Hill & Associates
Maryland
$2.14K – – –
NC
1007
NewSquare Capital
Pennsylvania
$2.14K +$2.1K +12 New
RFS
1008
Retirement Financial Solutions
Tennessee
$2.14K +$2.1K +12 New
JIR
1009
James Investment Research
Ohio
$2K +$1.75K +10 New
LWANC
1010
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.78K – – –
TCM
1011
TD Capital Management
Tennessee
$1.78K – – –
SC
1012
Stephens Consulting
Michigan
$1.6K -$8.24K -47 -84%
GEA
1013
Glen Eagle Advisors
New Jersey
$1.6K +$1.58K +9 New
HGERS
1014
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1.75K +10 New
AWM
1015
Abound Wealth Management
Tennessee
$535 +$526 +3 New
BA
1016
Bellwether Advisors
Nebraska
$534 +$526 +3 New
CMP
1017
Coston McIsaac & Partners
Maine
$13 +$175 +1 +1%
WIM
1018
Westside Investment Management
California
$4 – – –
CCMG
1019
Clark Capital Management Group
Pennsylvania
– -$31.6M -186,182 Closed
CPC
1020
Cookson Peirce & Co
Pennsylvania
– -$8.45M -49,758 Closed
EAM
1021
Erste Asset Management
Austria
– -$7.53M -44,362 Closed
HHMI
1022
Howard Hughes Medical Institute
Maryland
– -$4.75M -28,000 Closed
Norges Bank
1023
Norges Bank
Norway
– -$1.7M -10,000 Closed
VIA
1024
Vident Investment Advisory
Georgia
– -$1.26M -8,239 Closed
MA
1025
MUFG Americas
New York
– -$902K -5,314 Closed
39 40
41
42 43

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.