Diageo
648 hedge funds and large institutions have $8.54B invested in Diageo in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 234 increasing their positions, 225 reducing their positions, and 41 closing their positions.
66% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 41
23% more funds holding in top 10
Funds holding in top 10: 22 → 27 (+5)
8% more capital invested
Capital invested by funds: $7.9B → $8.54B (+$645M)
3% more funds holding
Funds holding: 627 → 648 (+21)
4% more repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 225
0.1% more ownership
Funds ownership: 2.91% → 3.01% (+0.1%)
2% less call options, than puts
Call options by funds: $141M | Put options by funds: $143M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$154M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$125M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$45M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$43.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$41.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$79.2M |
| 2 |
Jane Street
New York
|
-$72.8M |
| 3 |
OCM
Osterweis Capital Management
San Francisco,
California
|
-$40.9M |
| 4 |
Citigroup
New York
|
-$32.4M |
| 5 |
Goldman Sachs
New York
|
-$30.8M |
DEO Hedge Fund Activity: Q2 2016 in Review
648 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q2 2016, worth a combined $8.54B — up 8.2% from $7.9B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new DEO positions and 41 closed out — a net gain of 27 holders — while 234 added to existing stakes and 225 trimmed.
The largest buyer was London Company of Virginia, opening a new position worth an estimated $154M. The largest seller was Ameriprise, cutting an estimated $79.2M.
- 648 institutional investors held Diageo (DEO) as of Q2 2016, up from 627 in Q1 2016.
- Funds reported $8.54B of Diageo stock for Q2 2016, up 8.2% quarter-over-quarter.
- 68 funds opened new Diageo positions in Q2 2016 and 41 closed out, a net change of +27 holders.
- The largest Diageo buyer in Q2 2016 was London Company of Virginia, an estimated $154M added.
- The largest Diageo seller in Q2 2016 was Ameriprise, an estimated $79.2M sold.
Based on aggregated 13F filings for Q2 2016.