Diageo
681 hedge funds and large institutions have $8.66B invested in Diageo in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 234 increasing their positions, 246 reducing their positions, and 48 closing their positions.
30% more call options, than puts
Call options by funds: $81.9M | Put options by funds: $62.9M
23% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 48
13% more capital invested
Capital invested by funds: $7.69B → $8.66B (+$978M)
6% more funds holding in top 10
Funds holding in top 10: 18 → 19 (+1)
0% more funds holding
Funds holding: 679 → 681 (+2)
0.06% more ownership
Funds ownership: 2.92% → 2.98% (+0.06%)
5% less repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 246
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$195M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$128M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$43.2M |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
+$39.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$29.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TP
Truvvo Partners
New York
|
-$44.7M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$28.7M |
| 3 |
SL
Summitry LLC
Foster City,
California
|
-$18.8M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$18M |
| 5 |
JP Morgan Chase
New York
|
-$16.1M |
DEO Hedge Fund Activity: Q1 2017 in Review
681 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q1 2017, worth a combined $8.66B — up 13% from $7.69B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new DEO positions and 48 closed out — a net gain of 11 holders — while 234 added to existing stakes and 246 trimmed.
The largest buyer was BlackRock, adding an estimated $195M. The largest seller was Truvvo Partners, exiting entirely with an estimated $44.7M sold.
- 681 institutional investors held Diageo (DEO) as of Q1 2017, up from 679 in Q4 2016.
- Funds reported $8.66B of Diageo stock for Q1 2017, up 13% quarter-over-quarter.
- 59 funds opened new Diageo positions in Q1 2017 and 48 closed out, a net change of +11 holders.
- The largest Diageo buyer in Q1 2017 was BlackRock, an estimated $195M added.
- The largest Diageo seller in Q1 2017 was Truvvo Partners, an estimated $44.7M sold.
Based on aggregated 13F filings for Q1 2017.