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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
CHA
1001
Carmichael Hill & Associates
Maryland
$1.78K – – –
RG
1002
Retirement Group
California
$1.78K – – –
AWM
1003
Abound Wealth Management
Tennessee
$1.64K -$15.2K -104 -90%
CFFP
1004
Center for Financial Planning
Michigan
$1.64K +$1.61K +11 New
CA
1005
Crewe Advisors
Utah
$1.64K +$1.61K +11 New
AGWCA
1006
Annis Gardner Whiting Capital Advisors
Florida
$1.5K – – –
TFA
1007
Toth Financial Advisory
Virginia
$1.49K – – –
TCM
1008
TD Capital Management
Tennessee
$1.49K – – –
SC
1009
Stephens Consulting
Michigan
$1.34K – – –
CAM
1010
ClariVest Asset Management
California
$1.2K – – –
PIS
1011
POM Investment Strategies
North Carolina
$1.19K – – –
IRC
1012
Investors Research Corp
Georgia
$1.04K – – –
NC
1013
NewSquare Capital
Pennsylvania
$892 – – –
Kayne Anderson Rudnick Investment Management
1014
Kayne Anderson Rudnick Investment Management
California
$744 -$12.4M -84,557 -100%
DFA
1015
DHJJ Financial Advisors
Illinois
$744 – – –
PAM
1016
Palisade Asset Management
Minnesota
$595 +$585 +4 New
BPWM
1017
Badgley Phelps Wealth Managers
Washington
$96 – – –
Voloridge Investment Management
1018
Voloridge Investment Management
Florida
– -$43.3M -297,170 Closed
Renaissance Technologies
1019
Renaissance Technologies
New York
– -$15M -103,300 Closed
LCM
1020
Lakewood Capital Management
New York
– -$9.84M -67,550 Closed
Capital International Investors
1021
Capital International Investors
California
– -$7.47M -51,317 Closed
CCM
1022
Campbell Capital Management
Florida
– -$5.1M -35,005 Closed
MMA
1023
Miracle Mile Advisors
California
– -$4.42M -30,377 Closed
SIS
1024
Susquehanna International Securities
Ireland
– -$4.1M -28,179 Closed
FGI
1025
Foresight Global Investors
New York
– -$3.59M -24,663 Closed
39 40
41
42 43

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.