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Diageo
DEO

Overview Fund Activity

591 hedge funds and large institutions have $8.68B invested in Diageo in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 238 increasing their positions, 211 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
591
Holders Change
-4
Holders Change %
-0.67%
% of All Funds
15.76%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.29%
New
43
Increased
238
Reduced
211
Closed
39
Calls
$89M
Puts
$39.2M
Net Calls
+$49.8M
Net Calls Change
+$5.4M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$323M
2
Wells Fargo
2
Wells Fargo
California
$430M
3
Victory Capital Management
3
Victory Capital Management
Texas
$74.5M
4
SCCM
4
Schafer Cullen Capital Management
New York
$130M
5
DC
5
Davenport & Co
Virginia
$40.7M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
HJGA
2
Hardman Johnston Global Advisors
Connecticut
$8.94M
3
Franklin Resources
3
Franklin Resources
California
$91.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$8.75M
5
First Manhattan
5
First Manhattan
New York
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
251
Roundview Capital
New Jersey
$1.82M +$1.82M +16,450 New
EIM
252
Emerson Investment Management
Massachusetts
$1.8M +$2.21K +20 +0.1%
BFA
253
Benedict Financial Advisors
Georgia
$1.77M +$129K +1,137 +8%
FPFS
254
First Personal Financial Services
North Carolina
$1.76M +$94.6K +855 +6%
LIM
255
Loudon Investment Management
New Hampshire
$1.75M +$1.75M +15,810 New
LTFS
256
Ladenburg Thalmann Financial Services
Florida
$1.73M +$443K +4,010 +34%
Truist Financial
257
Truist Financial
North Carolina
$1.73M -$143K -1,291 -8%
FCH
258
Freestone Capital Holdings
Washington
$1.71M +$430K +3,885 +33%
PAG
259
Private Advisor Group
New Jersey
$1.71M +$82.4K +745 +5%
LAIC
260
Lederer & Associates Investment Counsel
California
$1.7M -$19.4K -175 -1%
SCM
261
Sterling Capital Management
North Carolina
$1.7M +$538K +4,864 +46%
FNB
262
Farmers National Bank
Kentucky
$1.68M +$234K +2,121 +16%
GWM
263
Gupta Wealth Management
California
$1.65M +$1.65M +14,926 New
SAM
264
Shamrock Asset Management
Texas
$1.64M +$189K +1,710 +13%
IIC
265
Ironwood Investment Counsel
Arizona
$1.64M +$519K +4,692 +46%
CPS
266
Counsel Portfolio Services
Ontario, Canada
$1.64M -$111K -1,000 -6%
DA
267
Dillon & Associates
Michigan
$1.62M +$33.3K +300 +2%
TAM
268
Taurus Asset Management
New York
$1.62M – – –
SFG
269
Sather Financial Group
Texas
$1.61M +$365K +3,225 +29%
MPAM
270
Murphy Pohlad Asset Management
Minnesota
$1.6M +$940K +8,499 +142%
EARNEST Partners
271
EARNEST Partners
Georgia
$1.6M +$1.08M +9,791 +210%
MCM
272
Murphy Capital Management
New Jersey
$1.58M +$33.2K +300 +2%
PSUF
273
People's United Financial
Connecticut
$1.55M -$29.8K -270 -2%
AUB
274
Atlantic Union Bankshares
Virginia
$1.54M -$2.76K -25 -0.2%
GCA
275
Guardian Capital Advisors
Ontario, Canada
$1.54M +$172K +1,225 +13%
9 10
11
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