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Diageo
DEO

Overview Fund Activity

677 hedge funds and large institutions have $7.7B invested in Diageo in 2016 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 224 increasing their positions, 265 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+18
Holders Change %
+2.73%
% of All Funds
16.95%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.43%
New
88
Increased
224
Reduced
265
Closed
57
Calls
$99.5M
Puts
$86.1M
Net Calls
+$13.4M
Net Calls Change
-$19.2M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$692M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$450M
3
HMP
3
HS Management Partners
New York
$153M
4
T
4
Thomaspartners
Massachusetts
$194M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$41.6M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$0
3
Ameriprise
3
Ameriprise
Minnesota
$6.49M
4
SAC
4
Smith Affiliated Capital
New York
$62.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
501
Frontier Wealth Management
Missouri
$260K – – –
WKWM
502
Walter & Keenan Wealth Management
Indiana
$260K +$41.6K +400 +19%
FHC
503
First Heartland Consultants
Missouri
$259K -$5.51K -53 -2%
PFBT
504
Parkside Financial Bank & Trust
Missouri
$250K +$17.1K +165 +7%
LCM
505
LVM Capital Management
Michigan
$244K -$104K -1,000 -30%
BCI
506
Brinker Capital Investments
Pennsylvania
$243K +$243K +2,342 New
MWAC
507
Mariner Wealth Advisors (Cincinnati)
Ohio
$242K +$22.3K +215 +10%
PL
508
Parthenon LLC
Kentucky
$239K – – –
ID
509
Integral Derivatives
New York
$239K +$239K +2,300 New
OCG
510
Opus Capital Group
Ohio
$238K – – –
TW
511
Transform Wealth
Colorado
$235K +$26K +250 +12%
BEAM
512
Baker Ellis Asset Management
Washington
$232K +$41.5K +400 +22%
CFA
513
Capstone Financial Advisors
Illinois
$231K – – –
FCI
514
Financial Counselors Inc
Kansas
$230K +$230K +2,217 New
FB
515
Fulton Bank
Pennsylvania
$229K +$229K +2,204 New
GC
516
Grimes & Company
Massachusetts
$228K +$15.6K +150 +7%
CWM
517
Concentric Wealth Management
California
$228K +$228K +2,197 New
LCM
518
Logan Capital Management
Pennsylvania
$227K – – –
SFS
519
Sowell Financial Services
Arkansas
$226K +$226K +1,977 New
PGFC
520
Peapack-Gladstone Financial Corp
New Jersey
$225K – – –
PNC
521
Park National Corp
Ohio
$224K +$33.7K +325 +18%
FCM
522
Forester Capital Management
Illinois
$223K -$34.3K -330 -13%
AIP
523
ARS Investment Partners
New York
$223K -$17.9K -172 -7%
ZIG
524
Zuckerman Investment Group
Illinois
$221K – – –
GG
525
Gofen & Glossberg
Illinois
$220K -$74.3K -715 -25%
19 20
21
22 23