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Diageo
DEO

Overview Fund Activity

789 hedge funds and large institutions have $10.6B invested in Diageo in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 226 increasing their positions, 326 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
789
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
18.09%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.48%
New
57
Increased
226
Reduced
326
Closed
53
Calls
$84M
Puts
$54.8M
Net Calls
+$29.1M
Net Calls Change
+$10.8M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$301M
2
Morgan Stanley
Morgan Stanley
New York
+$84.4M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$68.3M
4
Deutsche Bank
Deutsche Bank
Germany
+$67.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$63.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$415M
2
BBHC
Brown Brothers Harriman & Co
New York
-$41.5M
3
Bank of America
Bank of America
North Carolina
-$39.1M
4
Harris Associates
Harris Associates
Illinois
-$36.2M
5
HMP
HS Management Partners
New York
-$35.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
426
Hilltop Holdings
Texas
$572K +$84.7K +588 +17%
SL
427
Summitry LLC
California
$571K -$48.8K -339 -8%
BHIA
428
Birch Hill Investment Advisors
Massachusetts
$570K +$260K +1,805 +84%
IBOK
429
Independence Bank of Kentucky
Kentucky
$565K -$46.8K -325 -8%
ACI
430
AMP Capital Investors
Australia
$555K – – –
MSS
431
Mitchell Sinkler & Starr
Pennsylvania
$544K +$72.1K +500 +15%
RFC
432
Regions Financial Corp
Alabama
$539K +$28.9K +201 +6%
KIA
433
KCM Investment Advisors
California
$537K -$7.77K -54 -1%
WP
434
WealthPLAN Partners
Nebraska
$528K -$1.21M -8,413 -70%
EFS
435
Essex Financial Services
Connecticut
$524K -$16.7K -116 -3%
TCM
436
Traynor Capital Management
Pennsylvania
$521K +$18.2K +128 +4%
SPC
437
Sigma Planning Corp
Michigan
$518K -$32.1K -223 -6%
WG
438
Welch Group
Alabama
$515K – – –
FNB
439
Farmers National Bank
Kentucky
$514K -$289K -2,005 -36%
PWP
440
Private Wealth Partners
California
$510K – – –
CAM
441
Cozad Asset Management
Illinois
$505K +$505K +3,508 New
ACA
442
Atlas Capital Advisors
Wyoming
$504K – – –
KLI
443
Kelman-Lazarov Inc
Tennessee
$501K -$7.05K -49 -1%
PFP
444
Pinnacle Financial Partners
Tennessee
$501K -$6.77K -47 -1%
BF
445
BOK Financial
Oklahoma
$498K +$6.34K +44 +1%
PFM
446
Peak Financial Management
Massachusetts
$489K +$489K +3,395 New
V
447
Veritable
Delaware
$488K -$32.1K -223 -6%
Janus Henderson Group
448
Janus Henderson Group
United Kingdom
$488K – – –
CCP
449
Corient Capital Partners
California
$476K -$29.4K -204 -6%
D.E. Shaw & Co
450
D.E. Shaw & Co
New York
$472K -$132K -916 -22%
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