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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
+$28.9M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$28.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.1M
4
Verition Fund Management
Verition Fund Management
Connecticut
+$12.6M
5
PPA
Parametric Portfolio Associates
Washington
+$7.73M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$177M
2
Wells Fargo
Wells Fargo
California
-$125M
3
HMP
HS Management Partners
New York
-$61.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$43.2M
5
Northern Trust
Northern Trust
Illinois
-$36.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
301
LVW Advisors
New York
$1.87M -$193 -1 -0%
MOS
302
MGO One Seven
Ohio
$1.84M +$61.1K +431 +3%
GAM
303
Griffin Asset Management
New York
$1.81M -$3.86K -20 -0.2%
CAN
304
Cetera Advisor Networks
California
$1.81M +$560K +2,899 +45%
MCM
305
Mitchell Capital Management
Kansas
$1.8M +$32.4K +168 +2%
VFA
306
Valeo Financial Advisors
Indiana
$1.79M +$165K +3,252 +10%
FPCM
307
Financial Partners Capital Management
New York
$1.78M +$34.7K +180 +2%
TD Asset Management
308
TD Asset Management
Ontario, Canada
$1.77M +$40.3K +209 +2%
FFA
309
First Foundation Advisors
California
$1.77M -$804K -4,165 -31%
DADC
310
D.A. Davidson & Co
Montana
$1.75M +$60K +311 +4%
LF
311
Lantz Financial
Illinois
$1.73M +$12.7K +66 +0.7%
WF
312
Welch & Forbes
Massachusetts
$1.72M – – –
KWA
313
KCS Wealth Advisory
California
$1.71M +$22.4K +116 +1%
LWCFA
314
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.67M -$30.7K -159 -2%
RFC
315
Regions Financial Corp
Alabama
$1.66M +$29.3K +152 +2%
BRWA
316
B. Riley Wealth Advisors
Florida
$1.64M +$35.7K +185 +2%
LNWTC
317
Laird Norton Wetherby Trust Company
Washington
$1.63M +$20.6K +107 +1%
RJT
318
Raymond James Trust
Florida
$1.61M -$20.5K -106 -1%
State Street
319
State Street
Massachusetts
$1.61M – – –
BSA
320
Bull Street Advisors
Georgia
$1.61M – – –
PFS
321
Prospera Financial Services
Texas
$1.59M +$97.5K +505 +7%
TCA
322
Transcend Capital Advisors
New Jersey
$1.59M +$7.82K +39 +0.5%
WPA
323
Winning Points Advisors
Florida
$1.58M +$125K +650 +9%
CWA
324
Canvas Wealth Advisors
Kansas
$1.58M -$70.7K -366 -4%
SIM
325
Sterling Investment Management
Arizona
$1.54M +$3.09K +16 +0.2%
11 12
13
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