Diageo
794 hedge funds and large institutions have $9.94B invested in Diageo in 2018 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 248 increasing their positions, 288 reducing their positions, and 49 closing their positions.
47% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 49
40% more call options, than puts
Call options by funds: $64.4M | Put options by funds: $46.1M
2% more funds holding
Funds holding: 775 → 794 (+19)
0% more funds holding in top 10
Funds holding in top 10: 24 → 24 (0)
0.01% less ownership
Funds ownership: 2.99% → 2.98% (-0.01%)
9% less capital invested
Capital invested by funds: $10.9B → $9.94B (-$946M)
14% less repeat investments, than reductions
Existing positions increased: 248 | Existing positions reduced: 288
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$56.3M |
| 2 |
Renaissance Technologies
New York
|
+$37.1M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$28.6M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$22.7M |
| 5 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$84.2M |
| 2 |
Citigroup
New York
|
-$38.6M |
| 3 |
OCM
Osterweis Capital Management
San Francisco,
California
|
-$28.8M |
| 4 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$28.2M |
| 5 |
Jane Street
New York
|
-$26.3M |
DEO Hedge Fund Activity: Q1 2018 in Review
794 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q1 2018, worth a combined $9.94B — down 8.7% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new DEO positions and 49 closed out — a net gain of 23 holders — while 248 added to existing stakes and 288 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $56.3M. The largest seller was Arrowstreet Capital, cutting an estimated $84.2M.
- 794 institutional investors held Diageo (DEO) as of Q1 2018, up from 775 in Q4 2017.
- Funds reported $9.94B of Diageo stock for Q1 2018, down 8.7% quarter-over-quarter.
- 72 funds opened new Diageo positions in Q1 2018 and 49 closed out, a net change of +23 holders.
- The largest Diageo buyer in Q1 2018 was Morgan Stanley, an estimated $56.3M added.
- The largest Diageo seller in Q1 2018 was Arrowstreet Capital, an estimated $84.2M sold.
Based on aggregated 13F filings for Q1 2018.