Diageo
1,053 hedge funds and large institutions have $12B invested in Diageo in 2021 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 339 increasing their positions, 307 reducing their positions, and 47 closing their positions.
285% more first-time investments, than exits
New positions opened: 181 | Existing positions closed: 47
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
15% more capital invested
Capital invested by funds: $10.4B → $12B (+$1.6B)
12% more funds holding
Funds holding: 938 → 1,053 (+115)
10% more repeat investments, than reductions
Existing positions increased: 339 | Existing positions reduced: 307
9% more call options, than puts
Call options by funds: $114M | Put options by funds: $105M
0.04% more ownership
Funds ownership: 2.33% → 2.37% (+0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AKO Capital
London,
United Kingdom
|
+$62.8M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$62.8M |
| 3 |
OCAM
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
+$49.4M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$47M |
| 5 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
+$43.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$168M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$37.4M |
| 3 |
Verition Fund Management
Greenwich,
Connecticut
|
-$34.9M |
| 4 |
DMIC
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
|
-$18.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$18.3M |
DEO Hedge Fund Activity: Q4 2021 in Review
1,053 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q4 2021, worth a combined $12B — up 15% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 181 funds opened new DEO positions and 47 closed out — a net gain of 134 holders — while 339 added to existing stakes and 307 trimmed.
The largest buyer was AKO Capital, adding an estimated $62.8M. The largest seller was ClearBridge Investments, cutting an estimated $168M.
- 1,053 institutional investors held Diageo (DEO) as of Q4 2021, up from 938 in Q3 2021.
- Funds reported $12B of Diageo stock for Q4 2021, up 15% quarter-over-quarter.
- 181 funds opened new Diageo positions in Q4 2021 and 47 closed out, a net change of +134 holders.
- The largest Diageo buyer in Q4 2021 was AKO Capital, an estimated $62.8M added.
- The largest Diageo seller in Q4 2021 was ClearBridge Investments, an estimated $168M sold.
Based on aggregated 13F filings for Q4 2021.