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

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$6.62M
2
IG
ING Group
Netherlands
$0
3
WI
WHV Investments
California
$297M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$863M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
376
Navellier & Associates
Nevada
$587K +$103K +779 +21%
WA
377
WFG Advisors
Texas
$581K +$265 +2 +0%
BFA
378
Beaumont Financial Advisors
Massachusetts
$570K +$72.8K +550 +15%
KFS
379
KMS Financial Services
Washington
$568K +$148K +1,117 +35%
BFC
380
Blue Fin Capital
Rhode Island
$557K +$557K +4,203 New
PWP
381
Private Wealth Partners
California
$550K +$550K +4,150 New
HCA
382
Harbour Capital Advisors
Virginia
$544K +$72.2K +545 +15%
WSFS
383
Wilmington Savings Fund Society
Delaware
$542K +$17.1K +129 +3%
COI
384
Connable Office Inc
Michigan
$540K – – –
FANJ
385
Financial Architects (New Jersey)
New Jersey
$540K +$79.2K +598 +17%
HPBT
386
High Point Bank & Trust
North Carolina
$539K -$6.62K -50 -1%
BAC
387
Boys Arnold & Co
North Carolina
$536K -$41.4K -313 -7%
RJT
388
Raymond James Trust
Florida
$533K +$65.5K +495 +14%
NCM
389
Narwhal Capital Management
Georgia
$530K -$133K -1,000 -20%
WG
390
Welch Group
Alabama
$526K – – –
HTC
391
Haverford Trust Company
Pennsylvania
$526K +$182K +1,379 +53%
OWD
392
Osborn Williams & Donohoe
Ohio
$518K – – –
IH
393
IFC Holdings
Florida
$510K +$2.5K +19 +0.5%
M&T Bank
394
M&T Bank
New York
$509K +$82.5K +622 +19%
SBH
395
Segall Bryant & Hamill
Illinois
$500K -$9.93K -75 -2%
LWI
396
Long Wharf Investors
Massachusetts
$499K +$9.28K +70 +2%
BTNA
397
Bremer Trust National Association
Minnesota
$483K -$11.1K -84 -2%
WS
398
Wedbush Securities
California
$483K +$152K +1,147 +46%
FNB
399
First Niagara Bank
New York
$482K -$4.29K -33 -0.9%
NERM
400
New England Research & Management
Illinois
$470K +$470K +3,550 New
14 15
16
17 18