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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 %
SPC
451
Sigma Planning Corp
Michigan
$613K +$28.6K +180 +5%
CIC
452
Crawford Investment Counsel
Georgia
$609K +$111K +700 +22%
SL
453
Summitry LLC
California
$599K +$4.77K +30 +0.8%
WG
454
Welch Group
Alabama
$597K – – –
HCM
455
Highlander Capital Management
New Jersey
$596K – – –
CG
456
Caprock Group
Idaho
$595K +$17.5K +110 +3%
AF
457
Affiance Financial
Minnesota
$589K -$24.4K -154 -4%
WA
458
Wambolt & Associates
Colorado
$587K +$12.9K +81 +2%
CPWM
459
Cypress Point Wealth Management
Texas
$586K +$586K +3,690 New
WA1
460
Wimmer Associates 1
California
$584K -$23.8K -150 -4%
BAS
461
Brown Advisory Securities
Maryland
$583K -$8.25K -52 -1%
9WM
462
9258 Wealth Management
Ohio
$583K +$49.1K +309 +9%
Prudential Financial
463
Prudential Financial
New Jersey
$577K +$121K +762 +27%
PA
464
Parallel Advisors
California
$569K +$17.6K +111 +3%
BSB
465
Bangor Savings Bank
Maine
$562K -$20.8K -131 -4%
LSAG
466
Lake Street Advisors Group
New Hampshire
$561K +$52.3K +329 +10%
Mercer Global Advisors
467
Mercer Global Advisors
Colorado
$557K +$71.1K +448 +15%
GT
468
Greenleaf Trust
Michigan
$555K +$139K +874 +33%
AWM
469
AE Wealth Management
Kansas
$545K -$98.8K -622 -15%
Lido Advisors
470
Lido Advisors
California
$545K +$27.6K +174 +5%
BFS
471
Bard Financial Services
Connecticut
$544K +$544K +3,425 New
SBH
472
Segall Bryant & Hamill
Illinois
$541K -$46.5K -292 -8%
ACA
473
Atlas Capital Advisors
Wyoming
$540K – – –
FGAM
474
Financial Gravity Asset Management
Texas
$536K +$536K +3,434 New
HFS
475
Haverford Financial Services
Pennsylvania
$535K – – –
17 18
19
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