Diageo
686 hedge funds and large institutions have $8.89B invested in Diageo in 2017 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 212 increasing their positions, 266 reducing their positions, and 46 closing their positions.
26% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 46
26% more call options, than puts
Call options by funds: $103M | Put options by funds: $81.6M
3% more capital invested
Capital invested by funds: $8.66B → $8.89B (+$223M)
1% more funds holding
Funds holding: 681 → 686 (+5)
0% more funds holding in top 10
Funds holding in top 10: 19 → 19 (0)
0.03% less ownership
Funds ownership: 2.98% → 2.95% (-0.03%)
20% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 266
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$39.5M |
| 2 |
CI
Conning Inc
Hartford,
Connecticut
|
+$14.9M |
| 3 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$14.6M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$13.8M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$87.1M |
| 2 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
-$69.8M |
| 3 |
SJIC
St. James Investment Company
Southlake,
Texas
|
-$34.6M |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
-$30.2M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$24.6M |
DEO Hedge Fund Activity: Q2 2017 in Review
686 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q2 2017, worth a combined $8.89B — up 2.6% from $8.66B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new DEO positions and 46 closed out — a net gain of 12 holders — while 212 added to existing stakes and 266 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $39.5M. The largest seller was BlackRock, cutting an estimated $87.1M.
- 686 institutional investors held Diageo (DEO) as of Q2 2017, up from 681 in Q1 2017.
- Funds reported $8.89B of Diageo stock for Q2 2017, up 2.6% quarter-over-quarter.
- 58 funds opened new Diageo positions in Q2 2017 and 46 closed out, a net change of +12 holders.
- The largest Diageo buyer in Q2 2017 was Arrowstreet Capital, an estimated $39.5M added.
- The largest Diageo seller in Q2 2017 was BlackRock, an estimated $87.1M sold.
Based on aggregated 13F filings for Q2 2017.