Diageo
866 hedge funds and large institutions have $10.9B invested in Diageo in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 254 increasing their positions, 370 reducing their positions, and 66 closing their positions.
54% more call options, than puts
Call options by funds: $84.4M | Put options by funds: $54.8M
10% more funds holding in top 10
Funds holding in top 10: 21 → 23 (+2)
3% more capital invested
Capital invested by funds: $10.5B → $10.9B (+$357M)
0% more ownership
Funds ownership: 2.65% → 2.65% (+0%)
3% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 66
1% less funds holding
Funds holding: 877 → 866 (-11)
31% less repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 370
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$100M |
| 2 |
SCCM
Schafer Cullen Capital Management
New York
|
+$38.8M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$32.4M |
| 4 |
ClearBridge Investments
New York
|
+$18.9M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$66.6M |
| 2 |
Renaissance Technologies
New York
|
-$52.7M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$40.1M |
| 4 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$25.3M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$18M |
DEO Hedge Fund Activity: Q2 2019 in Review
866 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q2 2019, worth a combined $10.9B — up 3.4% from $10.5B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of DEO and 64 opened new positions — a net loss of 2 holders — while 370 trimmed existing stakes and 254 added.
The largest buyer was Schroder Investment Management Group, adding an estimated $100M. The largest seller was Harris Associates, cutting an estimated $66.6M.
- 866 institutional investors held Diageo (DEO) as of Q2 2019, down from 877 in Q1 2019.
- Funds reported $10.9B of Diageo stock for Q2 2019, up 3.4% quarter-over-quarter.
- 64 funds opened new Diageo positions in Q2 2019 and 66 closed out, a net change of -2 holders.
- The largest Diageo buyer in Q2 2019 was Schroder Investment Management Group, an estimated $100M added.
- The largest Diageo seller in Q2 2019 was Harris Associates, an estimated $66.6M sold.
Based on aggregated 13F filings for Q2 2019.