Diageo
574 hedge funds and large institutions have $10.4B invested in Diageo in 2014 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 243 increasing their positions, 192 reducing their positions, and 36 closing their positions.
63% more call options, than puts
Call options by funds: $64.1M | Put options by funds: $39.3M
36% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 36
27% more repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 192
4% more funds holding in top 10
Funds holding in top 10: 25 → 26 (+1)
1% more funds holding
Funds holding: 566 → 574 (+8)
0.03% more ownership
Funds ownership: 3.3% → 3.33% (+0.03%)
5% less capital invested
Capital invested by funds: $11B → $10.4B (-$553M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$346M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$235M |
| 3 |
HMP
HS Management Partners
New York
|
+$31.6M |
| 4 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$31.3M |
| 5 |
T
Thomaspartners
Boston,
Massachusetts
|
+$25.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$445M |
| 2 |
Jennison Associates
New York
|
-$115M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$56.8M |
| 4 |
Renaissance Technologies
New York
|
-$41M |
| 5 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$38.3M |
DEO Hedge Fund Activity: Q1 2014 in Review
574 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q1 2014, worth a combined $10.4B — down 5.1% from $11B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new DEO positions and 36 closed out — a net gain of 13 holders — while 243 added to existing stakes and 192 trimmed.
The largest buyer was Harris Associates, adding an estimated $346M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $445M.
- 574 institutional investors held Diageo (DEO) as of Q1 2014, up from 566 in Q4 2013.
- Funds reported $10.4B of Diageo stock for Q1 2014, down 5.1% quarter-over-quarter.
- 49 funds opened new Diageo positions in Q1 2014 and 36 closed out, a net change of +13 holders.
- The largest Diageo buyer in Q1 2014 was Harris Associates, an estimated $346M added.
- The largest Diageo seller in Q1 2014 was Brown Brothers Harriman & Co, an estimated $445M sold.
Based on aggregated 13F filings for Q1 2014.