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Diageo
DEO

Overview Fund Activity

564 hedge funds and large institutions have $10.3B invested in Diageo in 2013 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 234 increasing their positions, 176 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+35
Holders Change %
+6.62%
% of All Funds
16.38%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.7%
New
72
Increased
234
Reduced
176
Closed
31
Calls
$70.8M
Puts
$40.8M
Net Calls
+$30.1M
Net Calls Change
+$11.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$511M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$154M
3
U
3
UBS
Switzerland
$245M
4
Bank of America
4
Bank of America
North Carolina
$364M
5
HMP
5
HS Management Partners
New York
$87.4M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$6.62M
2
IG
2
ING Group
Netherlands
$0
3
WI
3
WHV Investments
California
$297M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$863M
Name Holding Trade Value Shares
Change 		Shares
Change %
JMH
351
J.M. Hartwell
New York
$728K -$26.5K -200 -4%
CCS
352
Crosspoint Capital Strategies
California
$718K +$718K +5,730 New
SF
353
Synovus Financial
Georgia
$717K – – –
GVT
354
Genesee Valley Trust
New York
$706K -$6.88K -52 -1%
VIMU
355
Veritas Investment Management (UK)
United Kingdom
$706K – – –
NPC
356
National Planning Corporation
California
$703K +$30.3K +229 +5%
PG
357
PEAK6 Group
Illinois
$702K +$702K +5,300 New
MPAM
358
Murphy Pohlad Asset Management
Minnesota
$699K -$13.2K -100 -2%
NGA
359
Naples Global Advisors
Florida
$691K +$691K +5,220 New
BF
360
BOK Financial
Oklahoma
$689K +$6.36K +48 +0.9%
MIM
361
Merit Investment Management
Delaware
$678K -$472K -3,566 -41%
I2I
362
Insight 2811 Inc
Illinois
$670K -$89.9K -679 -12%
VFS
363
VSR Financial Services
Kansas
$663K +$12.7K +96 +2%
FAM
364
Formidable Asset Management
Ohio
$659K +$659K +5,490 New
IPC
365
Independent Portfolio Consultants
Florida
$653K -$497K -3,752 -43%
CCP
366
Clarkston Capital Partners
Michigan
$653K +$90K +680 +16%
CAM
367
Carret Asset Management
New York
$652K – – –
FNBT
368
FineMark National Bank & Trust
Florida
$646K +$65.6K +496 +11%
FSC
369
Fiduciary Services Corp
Georgia
$638K +$378K +2,855 +146%
D.E. Shaw & Co
370
D.E. Shaw & Co
New York
$631K +$631K +4,767 New
ICAS
371
Investors Capital Advisory Services
Massachusetts
$627K -$40.6K -307 -6%
BAM
372
Burgundy Asset Management
Ontario, Canada
$627K – – –
BWAM
373
Boyd Watterson Asset Management
Ohio
$610K +$73.4K +555 +14%
BGA
374
Belmont Global Advisors
Texas
$609K +$609K +4,600 New
EARNEST Partners
375
EARNEST Partners
Georgia
$609K +$609K +4,600 New
13 14
15
16 17