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Diageo
DEO

Overview Fund Activity

841 hedge funds and large institutions have $8.05B invested in Diageo in 2020 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 285 increasing their positions, 307 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+21
Holders Change %
+2.56%
% of All Funds
17.29%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
90
Increased
285
Reduced
307
Closed
61
Calls
$46.1M
Puts
$59.7M
Net Calls
-$13.6M
Net Calls Change
-$35.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$76.9M
2
Bank of America
Bank of America
North Carolina
$711M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$172M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$127M
5
DC
Davenport & Co
Virginia
$79.3M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$413M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$32.7M
3
BBHC
Brown Brothers Harriman & Co
New York
$362M
4
Morgan Stanley
Morgan Stanley
New York
$383M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$85.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
326
L & S Advisors
California
$1.1M -$265K -1,972 -19%
NEI
327
Northwest & Ethical Investments
Ontario, Canada
$1.08M +$217K +1,611 +25%
ESCM
328
Echo Street Capital Management
New York
$1.08M +$1.08M +8,045 New
AIM
329
Aigen Investment Management
New York
$1.08M +$90.5K +673 +9%
Chevy Chase Trust
330
Chevy Chase Trust
Maryland
$1.06M -$76.3K -568 -7%
SG Americas Securities
331
SG Americas Securities
New York
$1.06M -$195K -1,454 -16%
KWA
332
KCS Wealth Advisory
California
$1.06M +$31.7K +236 +3%
VFA
333
Voya Financial Advisors
Connecticut
$1.05M -$198K -1,480 -16%
WAM
334
Weatherly Asset Management
California
$1.05M +$1.88K +14 +0.2%
SF
335
Synovus Financial
Georgia
$1.04M -$44.5K -331 -4%
CHJWM
336
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.04M -$27.8K -186 -3%
UCFA
337
United Capital Financial Advisors
Texas
$1.03M +$14.7K +109 +1%
GL
338
Graypoint LLC
New York
$1.03M +$83.6K +622 +9%
MA
339
MUFG Americas
New York
$1.03M -$103K -765 -9%
SFS
340
Sowell Financial Services
Arkansas
$1.02M -$54.7K -407 -5%
LWAC
341
Laurel Wealth Advisors (California)
California
$1.02M -$70.2K -522 -6%
LCAM
342
London & Capital Asset Management
United Kingdom
$995K +$232K +1,730 +30%
Cetera Investment Advisers
343
Cetera Investment Advisers
Illinois
$993K +$50K +372 +5%
AP
344
Advisor Partners
California
$978K +$266K +1,979 +37%
DBRC
345
D.B. Root & Company
Pennsylvania
$968K +$19.3K +144 +2%
AC
346
Addison Capital
Pennsylvania
$965K – – –
NME
347
Notis-McConarty Edward
$960K – – –
Bessemer Group
348
Bessemer Group
New Jersey
$959K -$757K -5,633 -44%
FCI
349
Financial Counselors Inc
Kansas
$957K +$957K +7,122 New
AWM
350
Aberdeen Wealth Management
Illinois
$926K -$13.2K -98 -1%
12 13
14
15 16