Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Diageo plc (DEO)

722 + 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
↓ -8
Streak
6Q ▼
Buyers last Q
48%

Smart Money Signals — DEO

Based on 737 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 6 quarters in a row

last 6Q
For 6 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 — 77% of 3.0Y peak

77% of all-time peak
737 funds currently hold this stock — 77% of the 3.0-year high of 959 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 13% fewer funds vs a year ago

fund count last 6Q
109 fewer hedge funds hold DEO compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

348 buying376 selling
Last quarter: 376 funds reduced or exited vs 348 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.
➡️

Steady new buyers — ~101 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 81 → 110 → 97 → 101. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 15% medium ■ 18% new
497 out of 737 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.
➡️

Steady discovery — ~101 new funds/quarter

74 → 81 → 110 → 97 → 101 new funds/Q
New funds entering each quarter: 81 → 110 → 97 → 101. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 11% 1-2yr ■ 18% new
Entry-cohort mix of 752 holders: 535 (71%) are 2+ year veterans, 84 entered 1–2 years ago, and 133 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
46 of 726 holders are among the 100 largest funds by AUM, controlling 44% 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.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — 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 Q2, 348 hedge funds were net buyers of DEO (101 opened a new position, 247 added to an existing one), while 376 reduced or exited (267 trimmed, 109 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This extends a 6-quarter selling streak, suggesting sustained institutional caution. 44% of total institutional value in DEO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 737.

What Fund Managers Are Saying About DEO

▲ 1 bullish
Thomas Hayes · Great Hill Capital long 2026-07-30
Premium spirits leader, Guinness growth, fixing US tequila, potential takeover target
▶ Watch on YouTubevia Schwab Network
AI-generated paraphrases of public interviews · informational only, not investment advice · see all manager views

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 6 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: DEO
722 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 722 745 -3.09%
13F Shares 58M 56M 3.46%
Total Value $4.58B $4.09B 11.81%
New Positions 100 97 +3
Increased Positions 237 235 +2
Closed Positions 112 144 -32
Reduced Positions 265 276 -11
Total Calls 12 12 -
Total Puts 11 13 -15.38%
PUT/CALL Ratio 0.92 1.08 Neutral

Statistics: DEO

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Institutional Holders (2026 Q2)

722 + 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 DEO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pureheart Capital Pte Ltd. 11.24% 312,237 $25.1M
2 Abc Arbitrage SA 5.07% 584,311 $47.0M
3 Equity Investment Corp 2.56% 1,667,509 $134.0M
4 Transmarket Holdings LP 2.29% 38,911 $3.1M
5 Foundation Resource Management Inc 2.26% 241,589 $19.4M
6 Cambiar Investors LLC 1.91% 547,854 $44.0M
7 Monaco Asset Management SAM 1.84% 288,674 $23.2M
8 Burkett Asset Management Ltd 1.81% 24,100 $1.9M
9 Skba Capital Management LLC 1.78% 134,400 $10.8M
10 R.H. Investment Group, LLC 1.64% 27,035 $2.2M
11 Poehling Capital Management, INC. 1.60% 92,840 $7.5M
12 Hillman Capital Management, Inc. 1.60% 27,492 $2.2M
13 Saratoga Research & Investment Management 1.59% 361,038 $29.0M
14 Dv Equities, LLC 1.45% 125,998 $10.1M
15 SALT Holding Corp. 1.36% 31,855 $2.6M
16 Chiron Capital Management, LLC 1.33% 18,505 $1.5M
17 Orbis Allan Gray Ltd 1.32% 4,777,636 $384.0M
18 Allied Investment Advisors, LLC 1.25% 123,872 $10.0M
19 Townsend & Associates, Inc 1.22% 168,835 $14.3M
20 TriCert Investment Counsel Inc. 1.14% 152,169 $12.2M
21 Lorne Steinberg Wealth Management Inc. 0.98% 59,275 $4.8M
22 Confluence Investment Management LLC 0.98% 776,936 $62.5M
23 Philip James Wealth Mangement, LLC 0.93% 103,195 $8.3M
24 Live Oak Private Wealth LLC 0.91% 90,156 $7.2M
25 Bradyco, Inc. 0.85% 9,240 $743K
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 — 6 quarters in a row: For 6 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 — 48% buying: Last quarter: 376 funds reduced or exited vs 348 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 — 44% AUM from top-100 funds: 46 of 726 holders are among the 100 largest funds by AUM, controlling 44% 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?

67% of holders stayed for 2+ years: 497 out of 737 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.

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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