Diageo
1,010 hedge funds and large institutions have $8.55B invested in Diageo in 2023 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 305 increasing their positions, 405 reducing their positions, and 80 closing their positions.
86% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 80
69% more call options, than puts
Call options by funds: $124M | Put options by funds: $73.4M
6% more funds holding
Funds holding: 956 → 1,010 (+54)
3% more capital invested
Capital invested by funds: $8.29B → $8.55B (+$262M)
0.16% more ownership
Funds ownership: 2.46% → 2.62% (+0.16%)
25% less repeat investments, than reductions
Existing positions increased: 305 | Existing positions reduced: 405
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$320M |
| 2 |
Voloridge Investment Management
Jupiter,
Florida
|
+$43.9M |
| 3 |
SRIM
Saratoga Research & Investment Management
Saratoga,
California
|
+$42.8M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$36.2M |
| 5 |
Optiver Holding
Amsterdam,
Netherlands
|
+$34.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
-$73.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$58.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$34.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$30.3M |
| 5 |
ClearBridge Investments
New York
|
-$27.6M |
DEO Hedge Fund Activity: Q4 2023 in Review
1,010 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q4 2023, worth a combined $8.55B — up 3.2% from $8.29B a quarter earlier.
Buyers outnumbered sellers: 149 funds opened new DEO positions and 80 closed out — a net gain of 69 holders — while 305 added to existing stakes and 405 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $320M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $73.9M sold.
- 1,010 institutional investors held Diageo (DEO) as of Q4 2023, up from 956 in Q3 2023.
- Funds reported $8.55B of Diageo stock for Q4 2023, up 3.2% quarter-over-quarter.
- 149 funds opened new Diageo positions in Q4 2023 and 80 closed out, a net change of +69 holders.
- The largest Diageo buyer in Q4 2023 was Morgan Stanley, an estimated $320M added.
- The largest Diageo seller in Q4 2023 was Westfield Capital Management, an estimated $73.9M sold.
Based on aggregated 13F filings for Q4 2023.