Diageo
924 hedge funds and large institutions have $9.34B invested in Diageo in 2020 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 285 increasing their positions, 327 reducing their positions, and 54 closing their positions.
185% more first-time investments, than exits
New positions opened: 154 | Existing positions closed: 54
16% more capital invested
Capital invested by funds: $8.08B → $9.34B (+$1.26B)
11% more funds holding
Funds holding: 836 → 924 (+88)
0% more ownership
Funds ownership: 2.54% → 2.54% (+0%)
13% less repeat investments, than reductions
Existing positions increased: 285 | Existing positions reduced: 327
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
18% less call options, than puts
Call options by funds: $71.4M | Put options by funds: $87.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$113M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$59.1M |
| 3 |
ClearBridge Investments
New York
|
+$38.6M |
| 4 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
+$16.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$98.9M |
| 2 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$86M |
| 3 |
BlackRock
New York
|
-$27.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$27M |
| 5 |
PG
Pendal Group
Sydney,
Australia
|
-$22.3M |
DEO Hedge Fund Activity: Q4 2020 in Review
924 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q4 2020, worth a combined $9.34B — up 16% from $8.08B a quarter earlier.
Buyers outnumbered sellers: 154 funds opened new DEO positions and 54 closed out — a net gain of 100 holders — while 285 added to existing stakes and 327 trimmed.
The largest buyer was Orbis Allan Gray, adding an estimated $113M. The largest seller was Nuance Investments, cutting an estimated $98.9M.
- 924 institutional investors held Diageo (DEO) as of Q4 2020, up from 836 in Q3 2020.
- Funds reported $9.34B of Diageo stock for Q4 2020, up 16% quarter-over-quarter.
- 154 funds opened new Diageo positions in Q4 2020 and 54 closed out, a net change of +100 holders.
- The largest Diageo buyer in Q4 2020 was Orbis Allan Gray, an estimated $113M added.
- The largest Diageo seller in Q4 2020 was Nuance Investments, an estimated $98.9M sold.
Based on aggregated 13F filings for Q4 2020.