Diageo
955 hedge funds and large institutions have $11B invested in Diageo in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 300 increasing their positions, 357 reducing their positions, and 53 closing their positions.
68% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 53
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
13% more capital invested
Capital invested by funds: $9.73B → $11B (+$1.29B)
3% more funds holding
Funds holding: 930 → 955 (+25)
0.09% less ownership
Funds ownership: 2.56% → 2.47% (-0.09%)
16% less repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 357
31% less call options, than puts
Call options by funds: $183M | Put options by funds: $263M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AKO Capital
London,
United Kingdom
|
+$99.2M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$75M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$53.9M |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
+$18M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
Pendal Group
Sydney,
Australia
|
-$103M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$89.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$61.4M |
| 4 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$53.4M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$44.8M |
DEO Hedge Fund Activity: Q2 2021 in Review
955 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q2 2021, worth a combined $11B — up 13% from $9.73B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new DEO positions and 53 closed out — a net gain of 36 holders — while 300 added to existing stakes and 357 trimmed.
The largest buyer was AKO Capital, adding an estimated $99.2M. The largest seller was Pendal Group, cutting an estimated $103M.
- 955 institutional investors held Diageo (DEO) as of Q2 2021, up from 930 in Q1 2021.
- Funds reported $11B of Diageo stock for Q2 2021, up 13% quarter-over-quarter.
- 89 funds opened new Diageo positions in Q2 2021 and 53 closed out, a net change of +36 holders.
- The largest Diageo buyer in Q2 2021 was AKO Capital, an estimated $99.2M added.
- The largest Diageo seller in Q2 2021 was Pendal Group, an estimated $103M sold.
Based on aggregated 13F filings for Q2 2021.