Diageo
714 hedge funds and large institutions have $10.1B invested in Diageo in 2017 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 275 reducing their positions, and 42 closing their positions.
83% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 42
14% more capital invested
Capital invested by funds: $8.89B → $10.1B (+$1.2B)
4% more funds holding
Funds holding: 686 → 714 (+28)
0.09% more ownership
Funds ownership: 2.95% → 3.04% (+0.09%)
5% less funds holding in top 10
Funds holding in top 10: 19 → 18 (-1)
25% less repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 275
37% less call options, than puts
Call options by funds: $88.2M | Put options by funds: $139M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$299M |
| 2 |
Jane Street
New York
|
+$70.3M |
| 3 |
Millennium Management
New York
|
+$40.1M |
| 4 |
Renaissance Technologies
New York
|
+$39.3M |
| 5 |
Citigroup
New York
|
+$32.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$43M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$25.8M |
| 3 |
SJIC
St. James Investment Company
Southlake,
Texas
|
-$18M |
| 4 |
T
Thomaspartners
Boston,
Massachusetts
|
-$17.5M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$16.1M |
DEO Hedge Fund Activity: Q3 2017 in Review
714 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q3 2017, worth a combined $10.1B — up 14% from $8.89B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new DEO positions and 42 closed out — a net gain of 35 holders — while 205 added to existing stakes and 275 trimmed.
The largest buyer was Bank of America, adding an estimated $299M. The largest seller was Arrowstreet Capital, cutting an estimated $43M.
- 714 institutional investors held Diageo (DEO) as of Q3 2017, up from 686 in Q2 2017.
- Funds reported $10.1B of Diageo stock for Q3 2017, up 14% quarter-over-quarter.
- 77 funds opened new Diageo positions in Q3 2017 and 42 closed out, a net change of +35 holders.
- The largest Diageo buyer in Q3 2017 was Bank of America, an estimated $299M added.
- The largest Diageo seller in Q3 2017 was Arrowstreet Capital, an estimated $43M sold.
Based on aggregated 13F filings for Q3 2017.