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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 %
BSW
501
Buckingham Strategic Wealth
Missouri
$375K +$19.3K +134 +5%
PFBT
502
Parkside Financial Bank & Trust
Missouri
$374K – – –
IWA
503
Intercontinental Wealth Advisors
Texas
$374K – – –
S
504
SimplyRich
California
$371K – – –
NAM
505
NTV Asset Management
West Virginia
$367K – – –
BAM
506
Bruderman Asset Management
New York
$366K -$2.91M -20,217 -89%
IAA
507
Independent Advisor Alliance
North Carolina
$363K +$52.6K +421 +17%
WIP
508
Wellesley Investment Partners
Massachusetts
$361K +$21.3K +148 +6%
APA
509
American Portfolios Advisors
New York
$361K +$81.4K +565 +29%
CCM
510
Chilton Capital Management
Texas
$354K +$35.5K +246 +11%
S
511
SignatureFD
Georgia
$354K +$107K +742 +43%
WB
512
Webster Bank
Connecticut
$352K – – –
OCG
513
Opus Capital Group
Ohio
$350K – – –
CNBT
514
Canandaigua National Bank & Trust
New York
$350K – – –
FCCM
515
First City Capital Management
Georgia
$349K – – –
BP
516
Ballentine Partners
Massachusetts
$349K +$54.7K +379 +19%
IB
517
Intrust Bank
Kansas
$347K -$575 -4 -0.2%
KC
518
KHP Capital
Oklahoma
$346K – – –
SGA
519
Strategic Global Advisors
California
$342K – – –
KA
520
Kovack Advisors
Florida
$340K -$74.8K -520 -18%
PMFA
521
Plante Moran Financial Advisors
Michigan
$340K +$245K +1,698 +256%
RC
522
RegentAtlantic Capital
New Jersey
$337K -$288 -2 -0.1%
BSB
523
Bangor Savings Bank
Maine
$334K -$6.34K -44 -2%
CIC
524
Carnegie Investment Counsel
Ohio
$331K -$9.31K -65 -3%
PWPS
525
Pinnacle Wealth Planning Services
Ohio
$330K -$4.47K -31 -1%
19 20
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