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Diageo
DEO

1,018 hedge funds and large institutions have $9.51B invested in Diageo in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 346 increasing their positions, 363 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 58

30% more call options, than puts

Call options by funds: $46.5M | Put options by funds: $35.8M

8% more capital invested

Capital invested by funds: $8.83B → $9.51B (+$680M)

5% more funds holding

Funds holding: 968 → 1,018 (+50)

0.04% more ownership

Funds ownership: 2.29% → 2.33% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

5% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 363

Holders
1,018
Holders Change
+50
Holders Change %
+5.17%
% of All Funds
16.36%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
128
Increased
346
Reduced
363
Closed
58
Calls
$46.5M
Puts
$35.8M
Net Calls
+$10.6M
Net Calls Change
-$15M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$76M
2
ClearBridge Investments
ClearBridge Investments
New York
+$48.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$46.7M
4
PG
Pendal Group
Australia
+$41.2M
5
Millennium Management
Millennium Management
New York
+$28.3M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$62.5M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$31.6M
3
Bank of America
Bank of America
North Carolina
-$25M
4
CCM
Cullen Capital Management
New York
-$22.4M
5
Goldman Sachs
Goldman Sachs
New York
-$20.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$868M -$25M -142,435 -3%
Morgan Stanley
2
Morgan Stanley
New York
$664M +$76M +433,105 +13%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$579M +$9.29M +52,952 +2%
Wells Fargo
4
Wells Fargo
California
$407M -$1.49M -8,493 -0.4%
UBS Group
5
UBS Group
Switzerland
$370M -$4.28M -24,392 -1%
Charles Schwab
6
Charles Schwab
California
$343M +$12.4M +70,613 +4%
AWA
7
Arete Wealth Advisors
Illinois
$329M -$877 -5 -0.3%
LCOV
8
London Company of Virginia
Virginia
$309M +$415K +2,365 +0.1%
ClearBridge Investments
9
ClearBridge Investments
New York
$271M +$48.3M +275,377 +22%
MG
10
Markel Group
Virginia
$241M – – –
BBHC
11
Brown Brothers Harriman & Co
New York
$211M -$4.43M -25,281 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$204M -$3.27M -18,654 -2%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$168M +$16.8M +95,865 +11%
CIM
14
Confluence Investment Management
Missouri
$157M +$476K +2,714 +0.3%
JFL
15
Jarislowsky, Fraser Ltd
Quebec, Canada
$130M -$1.92M -10,920 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$129M -$1.26M -7,194 -1%
Fayez Sarofim & Co
17
Fayez Sarofim & Co
Texas
$102M +$281K +1,604 +0.3%
Goldman Sachs
18
Goldman Sachs
New York
$100M -$20.2M -114,988 -17%
GF
19
Gabelli Funds
New York
$98.6M -$167K -950 -0.2%
BlackRock
20
BlackRock
New York
$95.9M -$4.03M -22,960 -4%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$90.8M +$14.2M +81,149 +19%
DLA
22
Douglas Lane & Associates
New York
$90.1M +$2.35M +13,376 +3%
DC
23
Davenport & Co
Virginia
$81.3M +$129K +738 +0.2%
CCM
24
Cullen Capital Management
New York
$78.6M -$22.4M -127,922 -22%
RJA
25
Raymond James & Associates
Florida
$74.9M -$70K -399 -0.1%
1
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DEO Hedge Fund Activity: Q4 2022 in Review

1,018 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q4 2022, worth a combined $9.51B — up 7.7% from $8.83B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new DEO positions and 58 closed out — a net gain of 70 holders — while 346 added to existing stakes and 363 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $76M. The largest seller was Arrowstreet Capital, cutting an estimated $62.5M.

  • 1,018 institutional investors held Diageo (DEO) as of Q4 2022, up from 968 in Q3 2022.
  • Funds reported $9.51B of Diageo stock for Q4 2022, up 7.7% quarter-over-quarter.
  • 128 funds opened new Diageo positions in Q4 2022 and 58 closed out, a net change of +70 holders.
  • The largest Diageo buyer in Q4 2022 was Morgan Stanley, an estimated $76M added.
  • The largest Diageo seller in Q4 2022 was Arrowstreet Capital, an estimated $62.5M sold.

Based on aggregated 13F filings for Q4 2022.