Diageo
1,011 hedge funds and large institutions have $8.08B invested in Diageo in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 305 increasing their positions, 404 reducing their positions, and 80 closing their positions.
88% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 80
69% more call options, than puts
Call options by funds: $124M | Put options by funds: $73.4M
6% more funds holding
Funds holding: 956 → 1,011 (+55)
0.04% more ownership
Funds ownership: 2.45% → 2.49% (+0.04%)
2% less capital invested
Capital invested by funds: $8.2B → $8.08B (-$126M)
25% less repeat investments, than reductions
Existing positions increased: 305 | Existing positions reduced: 404
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Voloridge Investment Management
Jupiter,
Florida
|
+$43.9M |
| 2 |
SRIM
Saratoga Research & Investment Management
Saratoga,
California
|
+$42.8M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$36.2M |
| 4 |
Optiver Holding
Amsterdam,
Netherlands
|
+$34.6M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$34.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$83M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
-$73.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$58.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$34.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$30.3M |
DEO Hedge Fund Activity: Q4 2023 in Review
1,011 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q4 2023, worth a combined $8.08B — down 1.5% from $8.2B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new DEO positions and 80 closed out — a net gain of 70 holders — while 305 added to existing stakes and 404 trimmed.
The largest buyer was Voloridge Investment Management, opening a new position worth an estimated $43.9M. The largest seller was Morgan Stanley, cutting an estimated $83M.
- 1,011 institutional investors held Diageo (DEO) as of Q4 2023, up from 956 in Q3 2023.
- Funds reported $8.08B of Diageo stock for Q4 2023, down 1.5% quarter-over-quarter.
- 150 funds opened new Diageo positions in Q4 2023 and 80 closed out, a net change of +70 holders.
- The largest Diageo buyer in Q4 2023 was Voloridge Investment Management, an estimated $43.9M added.
- The largest Diageo seller in Q4 2023 was Morgan Stanley, an estimated $83M sold.
Based on aggregated 13F filings for Q4 2023.