Diageo
679 hedge funds and large institutions have $7.69B invested in Diageo in 2016 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 225 increasing their positions, 266 reducing their positions, and 57 closing their positions.
53% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 57
16% more call options, than puts
Call options by funds: $99.5M | Put options by funds: $86.1M
3% more funds holding
Funds holding: 662 → 679 (+17)
0.12% less ownership
Funds ownership: 3.04% → 2.92% (-0.12%)
13% less capital invested
Capital invested by funds: $8.88B → $7.69B (-$1.19B)
15% less repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 266
22% less funds holding in top 10
Funds holding in top 10: 23 → 18 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$130M |
| 2 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$49M |
| 3 |
HMP
HS Management Partners
New York
|
+$44.9M |
| 4 |
T
Thomaspartners
Boston,
Massachusetts
|
+$37.7M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$31.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$398M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
-$172M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$125M |
| 4 |
Renaissance Technologies
New York
|
-$34.1M |
| 5 |
SCCM
Schafer Cullen Capital Management
New York
|
-$24.9M |
DEO Hedge Fund Activity: Q4 2016 in Review
679 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q4 2016, worth a combined $7.69B — down 13% from $8.88B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new DEO positions and 57 closed out — a net gain of 30 holders — while 225 added to existing stakes and 266 trimmed.
The largest buyer was Harris Associates, adding an estimated $130M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $398M sold.
- 679 institutional investors held Diageo (DEO) as of Q4 2016, up from 662 in Q3 2016.
- Funds reported $7.69B of Diageo stock for Q4 2016, down 13% quarter-over-quarter.
- 87 funds opened new Diageo positions in Q4 2016 and 57 closed out, a net change of +30 holders.
- The largest Diageo buyer in Q4 2016 was Harris Associates, an estimated $130M added.
- The largest Diageo seller in Q4 2016 was Arrowstreet Capital, an estimated $398M sold.
Based on aggregated 13F filings for Q4 2016.