Diageo
791 hedge funds and large institutions have $10.8B invested in Diageo in 2018 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 227 increasing their positions, 327 reducing their positions, and 53 closing their positions.
53% more call options, than puts
Call options by funds: $84M | Put options by funds: $54.8M
8% more capital invested
Capital invested by funds: $9.94B → $10.8B (+$824M)
6% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 53
0.1% less ownership
Funds ownership: 2.98% → 2.88% (-0.1%)
0% less funds holding
Funds holding: 794 → 791 (-3)
8% less funds holding in top 10
Funds holding in top 10: 24 → 22 (-2)
31% less repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 327
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$300M |
| 2 |
Morgan Stanley
New York
|
+$84M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$67.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$67.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$63.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$412M |
| 2 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$41.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$38.9M |
| 4 |
Harris Associates
Chicago,
Illinois
|
-$36M |
| 5 |
HMP
HS Management Partners
New York
|
-$35.7M |
DEO Hedge Fund Activity: Q2 2018 in Review
791 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q2 2018, worth a combined $10.8B — up 8.3% from $9.94B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new DEO positions and 53 closed out — a net gain of 3 holders — while 227 added to existing stakes and 327 trimmed.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $300M. The largest seller was Wellington Management Group, cutting an estimated $412M.
- 791 institutional investors held Diageo (DEO) as of Q2 2018, down from 794 in Q1 2018.
- Funds reported $10.8B of Diageo stock for Q2 2018, up 8.3% quarter-over-quarter.
- 56 funds opened new Diageo positions in Q2 2018 and 53 closed out, a net change of +3 holders.
- The largest Diageo buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $300M added.
- The largest Diageo seller in Q2 2018 was Wellington Management Group, an estimated $412M sold.
Based on aggregated 13F filings for Q2 2018.