Diageo
845 hedge funds and large institutions have $9.3B invested in Diageo in 2018 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 241 increasing their positions, 333 reducing their positions, and 58 closing their positions.
86% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 58
62% more funds holding in top 10
Funds holding in top 10: 13 → 21 (+8)
36% more call options, than puts
Call options by funds: $76M | Put options by funds: $55.8M
5% more funds holding
Funds holding: 801 → 845 (+44)
0.13% less ownership
Funds ownership: 2.85% → 2.71% (-0.13%)
6% less capital invested
Capital invested by funds: $9.91B → $9.3B (-$603M)
28% less repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 333
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$30.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.4M |
| 3 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
+$16.7M |
| 4 |
ClearBridge Investments
New York
|
+$12.7M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$246M |
| 2 |
Jane Street
New York
|
-$78.4M |
| 3 |
Morgan Stanley
New York
|
-$56.4M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$52.8M |
| 5 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$46M |
DEO Hedge Fund Activity: Q4 2018 in Review
845 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q4 2018, worth a combined $9.3B — down 6.1% from $9.91B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new DEO positions and 58 closed out — a net gain of 50 holders — while 241 added to existing stakes and 333 trimmed.
The largest buyer was Wells Fargo, adding an estimated $30.2M. The largest seller was Harris Associates, cutting an estimated $246M.
- 845 institutional investors held Diageo (DEO) as of Q4 2018, up from 801 in Q3 2018.
- Funds reported $9.3B of Diageo stock for Q4 2018, down 6.1% quarter-over-quarter.
- 108 funds opened new Diageo positions in Q4 2018 and 58 closed out, a net change of +50 holders.
- The largest Diageo buyer in Q4 2018 was Wells Fargo, an estimated $30.2M added.
- The largest Diageo seller in Q4 2018 was Harris Associates, an estimated $246M sold.
Based on aggregated 13F filings for Q4 2018.