Diageo
968 hedge funds and large institutions have $8.83B invested in Diageo in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 338 increasing their positions, 348 reducing their positions, and 71 closing their positions.
73% more call options, than puts
Call options by funds: $60.6M | Put options by funds: $35.1M
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
0.15% less ownership
Funds ownership: 2.44% → 2.29% (-0.15%)
3% less repeat investments, than reductions
Existing positions increased: 338 | Existing positions reduced: 348
3% less funds holding
Funds holding: 999 → 968 (-31)
8% less capital invested
Capital invested by funds: $9.64B → $8.83B (-$819M)
21% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$72.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$46.4M |
| 3 |
Goldman Sachs
New York
|
+$23.8M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$16.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$303M |
| 2 |
AC
AKO Capital
London,
United Kingdom
|
-$297M |
| 3 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$52.8M |
| 4 |
Twin Tree Management
Dallas,
Texas
|
-$26.2M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$24.1M |
DEO Hedge Fund Activity: Q3 2022 in Review
968 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q3 2022, worth a combined $8.83B — down 8.5% from $9.64B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of DEO and 56 opened new positions — a net loss of 15 holders — while 348 trimmed existing stakes and 338 added.
The largest buyer was ClearBridge Investments, adding an estimated $72.9M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $303M.
- 968 institutional investors held Diageo (DEO) as of Q3 2022, down from 999 in Q2 2022.
- Funds reported $8.83B of Diageo stock for Q3 2022, down 8.5% quarter-over-quarter.
- 56 funds opened new Diageo positions in Q3 2022 and 71 closed out, a net change of -15 holders.
- The largest Diageo buyer in Q3 2022 was ClearBridge Investments, an estimated $72.9M added.
- The largest Diageo seller in Q3 2022 was BNP Paribas Financial Markets, an estimated $303M sold.
Based on aggregated 13F filings for Q3 2022.