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Diageo
DEO

Overview Fund Activity

595 hedge funds and large institutions have $9.51B invested in Diageo in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 208 increasing their positions, 222 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+28
Holders Change %
+4.94%
% of All Funds
15.88%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
76
Increased
208
Reduced
222
Closed
41
Calls
$79M
Puts
$34.6M
Net Calls
+$44.5M
Net Calls Change
+$57.9M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$181M
2
HI
2
Honeywell International
North Carolina
$40.4M
3
First Manhattan
3
First Manhattan
New York
$41.1M
4
SI
4
Scout Investments
Missouri
$79.6M
5
SIC
5
Schwartz Investment Counsel
Michigan
$19.5M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$512M
2
Jane Street
2
Jane Street
New York
$8.26M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$496M
4
CIC
4
Chilton Investment Company
Connecticut
$11.6M
5
CS
5
Credit Suisse
Switzerland
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
551
JFS Wealth Advisors
Pennsylvania
$29K +$18.1K +160 +167%
P
552
Palladiem
Pennsylvania
$28K +$28K +249 New
AllianceBernstein
553
AllianceBernstein
Tennessee
$27K – – –
ATC
554
Adirondack Trust Company
New York
$27K – – –
RIA
555
Regal Investment Advisors
Michigan
$24K – – –
LOCC
556
Lombard Odier & Cie (Canada)
Quebec, Canada
$23K -$23K -200 -50%
VCM
557
Vigilant Capital Management
Maine
$23K – – –
TDC
558
Thompson Davis & Co
Virginia
$23K – – –
BCM
559
Blume Capital Management
California
$23K +$11.3K +100 +97%
MBT
560
Monroe Bank & Trust
Michigan
$23K +$23K +200 New
LOT
561
Lombard Odier Transatlantic
Quebec, Canada
$23K +$23K +200 New
KCM
562
Karp Capital Management
California
$23K +$23K +200 New
CCMW
563
Cypress Capital Management (Wyoming)
Wyoming
$22.8K +$22.8K +200 New
PCTC
564
Perkins Coie Trust Company
Washington
$22K – – –
H
565
Hexavest
Quebec, Canada
$21K – – –
CFG
566
CKW Financial Group
Hawaii
$21K – – –
Schroder Investment Management Group
567
Schroder Investment Management Group
United Kingdom
$20K – – –
WOC
568
West Oak Capital
California
$19.6K – – –
WA
569
Winfield Associates
Ohio
$18K +$18K +161 New
PMFA
570
Plante Moran Financial Advisors
Michigan
$17K +$17K +150 New
GI
571
Gradient Investments
Minnesota
$14K – – –
YL
572
YCG LLC
Texas
$14K – – –
OSNBOA
573
Old Second National Bank of Aurora
Illinois
$14K +$14K +125 New
CFA
574
CT Financial Advisors
Pennsylvania
$11.4K +$11.4K +100 New
FWM
575
Focused Wealth Management
New York
$11K – – –
21 22
23
24 25