Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIAGEO PLC (DEO)

737 + Investors. Track Smart Money conviction in DEO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -49
Streak
5Q ▼
Buyers last Q
44%

Smart Money Signals — DEO

Based on 742 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds reduced or closed their DEO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 78% of 3.0Y peak

78% of all-time peak
742 funds currently hold this stock — 78% of the 3.0-year high of 956 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 15% fewer funds vs a year ago

fund count last 6Q
130 fewer hedge funds hold DEO compared to a year ago (-15% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 44% buying

335 buying422 selling
Last quarter: 422 funds reduced or exited vs 335 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 73 → 81 → 109 → 95. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 17% medium ■ 14% new
509 out of 742 hedge funds have held DEO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

85 → 73 → 81 → 109 → 95 new funds/Q
New funds entering each quarter: 73 → 81 → 109 → 95. A growing number of institutions are discovering DEO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 73% of holders stayed 2+ years

■ 73% veterans ■ 11% 1-2yr ■ 16% new
Of 764 current holders: 555 (73%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
47 of 742 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in DEO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DEO

In 2026 Q1, 335 hedge funds were net buyers of DEO (95 opened a new position, 240 added to an existing one), while 422 reduced or exited (278 trimmed, 144 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. This extends a 5-quarter selling streak, suggesting sustained institutional caution. 48% of total institutional value in DEO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -49 funds (more exits than new entries). Total institutional holders: 742.

Hedge Fund Ownership: DEO

How many hedge funds hold DEO — quarterly history vs. share price
Quarterly hedge fund ownership of DEO vs. share price

Market Analysis: DEO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DEO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy DIAGEO PLC (DEO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DEO has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 71d ago
DEO
+9.7%
XLP
+1.3%

DEO outperformed XLP by +8.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
DEO
-1.2%
XLP
-1.9%

Since the filing became public, DEO outperformed XLP by +0.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 3 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: DEO
737 + Investors

Track Smart Money conviction in DEO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 737 791 -6.83%
13F Shares 56M 56M -0.44%
Total Value $4.09B $4.81B -14.91%
New Positions 93 109 -16
Increased Positions 235 214 +21
Closed Positions 147 130 +17
Reduced Positions 273 348 -75
Total Calls 12 12 -
Total Puts 13 10 30.0%
PUT/CALL Ratio 1.08 0.83 Neutral

Statistics: DEO

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

737 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DEO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of DEO — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Transmarket Holdings LP 7.70% 122,191 $10.5M
2 ABC ARBITRAGE SA 5.01% 506,836 $37.7M
3 Monaco Asset Management SAM 3.41% 248,674 $18.5M
4 McGinn Penninger Investment Management, Inc. 2.26% 46,527 $3K
5 EQUITY INVESTMENT CORP 2.14% 1,468,228 $109.3M
6 DRH Investments, Inc. 2.09% 34,599 $2.6M
7 FOUNDATION RESOURCE MANAGEMENT INC 2.01% 240,164 $17.9M
8 Burkett Asset Management Ltd 1.76% 24,030 $1.8M
9 CAMBIAR INVESTORS LLC 1.70% 493,349 $36.7M
10 Saratoga Research & Investment Management 1.60% 378,141 $28.2M
11 SKBA CAPITAL MANAGEMENT LLC 1.59% 155,520 $11.6M
12 CONFLUENCE INVESTMENT MANAGEMENT LLC 1.56% 1,353,434 $100.8M
13 R.H. Investment Group, LLC 1.56% 26,246 $2.0M
14 Poehling Capital Management, INC. 1.52% 97,075 $7.2M
15 SALT Holding Corp. 1.43% 31,855 $2.4M
16 Hillman Capital Management, Inc. 1.42% 27,507 $2.0M
17 Eldred Rock Partners, LLC 1.38% 72,709 $5.4M
18 Allied Investment Advisors, LLC 1.21% 113,421 $8.4M
19 Infusive Asset Management Inc. 1.19% 33,055 $2.5M
20 Orbis Allan Gray Ltd 1.16% 3,700,094 $275.5M
21 Townsend & Associates, Inc 1.12% 162,436 $13.0M
22 Lorne Steinberg Wealth Management Inc. 1.01% 57,500 $4.3M
23 Live Oak Private Wealth LLC 0.99% 95,352 $7.1M
24 Kerrisdale Advisers, LLC 0.97% 34,233 $2.5M
25 GRANDFIELD & DODD, LLC 0.95% 226,232 $16.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — DIAGEO PLC (DEO)

What does the Smart Money Trend signal show for DEO?

Selling streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds reduced or closed their DEO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DEO?

More sellers than buyers — 44% buying: Last quarter: 422 funds reduced or exited vs 335 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DEO holders?

Elite ownership — 48% AUM from top-100 funds: 47 of 742 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in DEO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DEO?

69% of holders stayed for 2+ years: 509 out of 742 hedge funds have held DEO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy DIAGEO PLC (DEO) following the 2026 Q1 hedge fund 13F filings?

As of today, DEO has moved -1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.9% for the XLP sector ETF — an outperformance of +0.7%. Since the quarter end (March 31, 2026), DEO has gained +9.7% vs +1.3% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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