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Diageo
DEO

1,017 hedge funds and large institutions have $9.18B invested in Diageo in 2022 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 344 increasing their positions, 363 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 58

30% more call options, than puts

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

5% more funds holding

Funds holding: 967 → 1,017 (+50)

4% more capital invested

Capital invested by funds: $8.84B → $9.18B (+$332M)

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

0% more ownership

Funds ownership: 2.29% → 2.29% (+0%)

5% less repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 363

Holders
1,017
Holders Change
+50
Holders Change %
+5.17%
% of All Funds
16.31%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
129
Increased
344
Reduced
363
Closed
58
Calls
$46.5M
Puts
$35.8M
Net Calls
+$10.6M
Net Calls Change
-$15M

Top Buyers

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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

DEO Hedge Fund Activity: Q4 2022 in Review

1,017 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q4 2022, worth a combined $9.18B — up 3.8% from $8.84B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new DEO positions and 58 closed out — a net gain of 71 holders — while 344 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.

  • 1,017 institutional investors held Diageo (DEO) as of Q4 2022, up from 967 in Q3 2022.
  • Funds reported $9.18B of Diageo stock for Q4 2022, up 3.8% quarter-over-quarter.
  • 129 funds opened new Diageo positions in Q4 2022 and 58 closed out, a net change of +71 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.