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Diageo
DEO

Overview Fund Activity

919 hedge funds and large institutions have $9.33B invested in Diageo in 2020 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 283 increasing their positions, 324 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+88
Holders Change %
+10.59%
% of All Funds
16.31%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
154
Increased
283
Reduced
324
Closed
54
Calls
$71.4M
Puts
$87.3M
Net Calls
-$15.9M
Net Calls Change
-$10.6M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
$169M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$298M
3
ClearBridge Investments
ClearBridge Investments
New York
$197M
4
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$94.3M
5
Citadel Advisors
Citadel Advisors
Florida
$16.2M

Top Sellers

1
NI
Nuance Investments
Missouri
$149M
2
BBHC
Brown Brothers Harriman & Co
New York
$332M
3
BlackRock
BlackRock
New York
$25M
4
UBS Group
UBS Group
Switzerland
$408M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
326
Weatherly Asset Management
California
$1.24M -$2.22K -14 -0.2%
DS
327
DRW Securities
Illinois
$1.24M +$406K +2,558 +49%
LNWTC
328
Laird Norton Wetherby Trust Company
Washington
$1.22M +$1.22M +7,710 New
BF
329
BOK Financial
Oklahoma
$1.22M +$240K +1,513 +25%
AP
330
Advisor Partners
California
$1.2M +$304K +1,916 +34%
TCA
331
Transcend Capital Advisors
New Jersey
$1.19M +$24.6K +155 +2%
RCA
332
Rowland Carmichael Advisors
Arizona
$1.19M +$56.7K +357 +5%
LWAC
333
Laurel Wealth Advisors (California)
California
$1.19M -$14.3K -90 -1%
OSAM
334
O'Shaughnessy Asset Management
Connecticut
$1.17M +$275K +1,730 +31%
SW
335
SVB Wealth
Massachusetts
$1.17M +$99K +623 +9%
FGP
336
Foyston, Gordon, & Payne
Ontario, Canada
$1.16M -$155K -979 -12%
PFS
337
Prospera Financial Services
Texas
$1.14M +$1.08M +6,821 +1,786%
AC
338
Addison Capital
Pennsylvania
$1.14M +$159 +1 +0%
BCM
339
Bayesian Capital Management
New York
$1.12M +$1.12M +7,054 New
Chevy Chase Trust
340
Chevy Chase Trust
Maryland
$1.12M -$10.3K -65 -0.9%
SFS
341
Sowell Financial Services
Arkansas
$1.11M -$6.19K -39 -0.6%
CHJWM
342
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.11M – – –
CWM
343
Circle Wealth Management
New Jersey
$1.11M – – –
VFA
344
Valeo Financial Advisors
Indiana
$1.1M +$911K +27,304 +493%
JIP
345
JBJ Investment Partners
South Carolina
$1.09M -$34.1K -215 -3%
FFWA
346
FRG Family Wealth Advisors
Washington
$1.09M – – –
MCM
347
Mitchell Capital Management
Kansas
$1.08M +$70K +441 +7%
CCC
348
Crescent Capital Consulting
Louisiana
$1.08M +$1.08M +6,770 New
AWM
349
Aberdeen Wealth Management
Illinois
$1.06M +$317 +2 +0%
DBRC
350
D.B. Root & Company
Pennsylvania
$1.05M -$87.1K -549 -8%
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