DEO icon

Diageo
DEO

Overview Fund Activity

933 hedge funds and large institutions have $10.2B invested in Diageo in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 317 increasing their positions, 316 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
-17
Holders Change %
-1.79%
% of All Funds
16.39%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
51
Increased
317
Reduced
316
Closed
54
Calls
$117M
Puts
$112M
Net Calls
+$4.83M
Net Calls Change
+$85.6M

Top Buyers

1
AC
AKO Capital
United Kingdom
+$28.9M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$28.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.1M
4
Verition Fund Management
Verition Fund Management
Connecticut
+$12.6M
5
PPA
Parametric Portfolio Associates
Washington
+$7.73M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$177M
2
Wells Fargo
Wells Fargo
California
-$125M
3
HMP
HS Management Partners
New York
-$61.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$43.2M
5
Northern Trust
Northern Trust
Illinois
-$36.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
576
Concourse Financial Group Securities
Alabama
$391K -$3.13K -16 -0.8%
GBT
577
Grove Bank & Trust
Florida
$388K – – –
CWM
578
Concentric Wealth Management
California
$386K -$19.3K -100 -5%
HL
579
HeadInvest LLC
Maine
$385K – – –
PCS
580
Personal CFO Solutions
New Jersey
$384K +$384K +1,988 New
BONST
581
Bank of Nova Scotia Trust
Ontario, Canada
$379K -$688K -3,561 -64%
LC
582
LCNB Corp
Ohio
$378K – – –
FNC
583
First National Corp
Massachusetts
$376K +$26.1K +135 +7%
MW
584
Marcum Wealth
Ohio
$375K -$34.9K -181 -9%
CL
585
Choreo LLC
Illinois
$375K +$58.1K +301 +18%
AWA
586
Aaron Wealth Advisors
Illinois
$372K +$30.7K +159 +9%
LB
587
Legacy Bridge
Iowa
$367K +$7.72K +40 +2%
BWP
588
BSW Wealth Partners
Colorado
$362K +$30.3K +157 +9%
EWA
589
EP Wealth Advisors
California
$362K +$63.1K +327 +21%
CIC
590
Carnegie Investment Counsel
Ohio
$360K -$19.9K -103 -5%
OWA
591
One Wealth Advisors
California
$360K -$5.98K -31 -2%
ACA
592
Aptus Capital Advisors
Alabama
$355K – – –
OWM
593
OneAscent Wealth Management
Alabama
$352K +$352K +1,823 New
QCIG
594
Quad-Cities Investment Group
Iowa
$350K -$10K -52 -3%
NHC
595
Nicholas Hoffman & Company
Georgia
$349K -$80.4K -417 -19%
CPIG
596
Chicago Partners Investment Group
Illinois
$348K – – –
YWP
597
YorkBridge Wealth Partners
New York
$348K +$24.9K +129 +8%
SBL
598
Sargent Bickham Lagudis
Colorado
$348K +$135K +699 +63%
IC
599
Inscription Capital
Texas
$346K +$113K +580 +49%
MGIA
600
Moneta Group Investment Advisors
Missouri
$344K +$24.7K +128 +8%
22 23
24
25 26