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Diageo
DEO

Overview Fund Activity

933 hedge funds and large institutions have $10.2B invested in Diageo in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 317 increasing their positions, 316 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
-17
Holders Change %
-1.79%
% of All Funds
16.39%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
51
Increased
317
Reduced
316
Closed
54
Calls
$117M
Puts
$112M
Net Calls
+$4.83M
Net Calls Change
+$85.6M

Top Buyers

1
AC
AKO Capital
United Kingdom
$276M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$276M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$457M
4
Verition Fund Management
Verition Fund Management
Connecticut
$34.9M
5
PPA
Parametric Portfolio Associates
Washington
$184M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
$0
2
Wells Fargo
Wells Fargo
California
$472M
3
HMP
HS Management Partners
New York
$77.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$29.2M
5
Northern Trust
Northern Trust
Illinois
$82.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
226
Kestra Private Wealth Services
Texas
$3.16M +$160K +830 +5%
Toronto Dominion Bank
227
Toronto Dominion Bank
Ontario, Canada
$3.15M -$142K -738 -4%
HCA
228
Horan Capital Advisors
Ohio
$3.09M +$97.3K +504 +3%
Dodge & Cox
229
Dodge & Cox
California
$3M -$57.5K -298 -2%
Cetera Investment Advisers
230
Cetera Investment Advisers
Illinois
$2.98M +$218K +1,131 +8%
WTC
231
WhitTier Trust Company
Nevada
$2.97M -$24.3K -126 -0.8%
AUB
232
Atlantic Union Bankshares
Virginia
$2.95M -$781K -4,049 -21%
WIM
233
Weitz Investment Management
Nebraska
$2.9M – – –
PBC
234
Pavion Blue Capital
California
$2.88M -$2.7K -14 -0.1%
BG
235
Bahl & Gaynor
Ohio
$2.81M – – –
CHAM
236
Clear Harbor Asset Management
Connecticut
$2.8M -$12.4K -64 -0.4%
EPAM
237
Euro Pacific Asset Management
Puerto Rico
$2.79M +$63.1K +320 +2%
CG
238
Colony Group
Massachusetts
$2.79M +$251K +1,300 +10%
CB
239
Commerce Bank
Missouri
$2.78M -$15.8K -82 -0.6%
VAS
240
Vestmark Advisory Solutions
Massachusetts
$2.78M +$439K +2,276 +19%
CSPAM
241
Cary Street Partners Asset Management
Virginia
$2.76M -$102K -526 -4%
SVWAG
242
Sound View Wealth Advisors Group
Georgia
$2.75M -$21.8K -113 -0.8%
RB
243
Rodgers Brothers
Pennsylvania
$2.7M -$439K -2,275 -14%
LNWWM
244
Laird Norton Wetherby Wealth Management
California
$2.69M +$57.9K +300 +2%
OC
245
Oppenheimer & Co
New York
$2.68M +$150K +776 +6%
NIC
246
Northwest Investment Counselors
Oregon
$2.63M +$965 +5 +0%
SC
247
Searle & Co
Connecticut
$2.62M – – –
EWA
248
Exencial Wealth Advisors
Oklahoma
$2.61M +$113K +583 +5%
PSUF
249
People's United Financial
Connecticut
$2.6M -$45.3K -235 -2%
BZWA
250
Blue Zone Wealth Advisors
California
$2.6M -$5.21K -27 -0.2%
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