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Diageo
DEO

Overview Fund Activity

864 hedge funds and large institutions have $10.7B invested in Diageo in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 253 increasing their positions, 369 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
-10
Holders Change %
-1.14%
% of All Funds
18.79%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.48%
New
64
Increased
253
Reduced
369
Closed
65
Calls
$84.4M
Puts
$54.8M
Net Calls
+$29.6M
Net Calls Change
+$8.7M

Top Buyers

1
SCCM
Schafer Cullen Capital Management
New York
+$39.4M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$33.2M
3
ClearBridge Investments
ClearBridge Investments
New York
+$19.3M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$14.6M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$10.9M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$68.3M
2
Renaissance Technologies
Renaissance Technologies
New York
-$54M
3
CB
Cooke & Bieler
Pennsylvania
-$41.1M
4
NI
Nuance Investments
Missouri
-$25.9M
5
Deutsche Bank
Deutsche Bank
Germany
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPWA
601
Beacon Pointe Wealth Advisors
California
$317K – – –
LSAG
602
Lake Street Advisors Group
New Hampshire
$316K -$25.1K -146 -7%
HCM
603
Howland Capital Management
Massachusetts
$314K -$5.35K -31 -2%
NQWM
604
Northwest Quadrant Wealth Management
Oregon
$311K +$1.55K +9 +0.5%
AIM
605
Axiom Investment Management
New York
$310K -$137K -794 -31%
CAM
606
Carret Asset Management
New York
$310K -$86.2K -500 -22%
CCM
607
Chickasaw Capital Management
Tennessee
$310K – – –
FAIM
608
Financial Advocates Investment Management
Washington
$310K +$19.3K +112 +7%
PGFC
609
Peapack-Gladstone Financial Corp
New Jersey
$309K -$6.19K -36 -2%
SWM
610
SVA Wealth Management
Wisconsin
$306K -$2.58K -15 -0.8%
LC
611
Lindbrook Capital
California
$304K -$20.8K -121 -6%
IAA
612
Independent Advisor Alliance
North Carolina
$303K +$50.2K +291 +20%
PCMC
613
Paragon Capital Management (Colorado)
Colorado
$302K – – –
P
614
Pitcairn
Pennsylvania
$298K -$34.1K -198 -10%
ECM
615
Evergreen Capital Management
Washington
$298K +$43.4K +252 +17%
PCA
616
Personal Capital Advisors
California
$296K -$25.5K -148 -8%
ACA
617
Aptus Capital Advisors
Alabama
$289K – – –
LWM
618
Lyell Wealth Management
California
$288K -$2.59K -15 -0.9%
TI
619
Trexquant Investment
Connecticut
$287K -$1.16M -6,739 -80%
CBU
620
CIBC Bank USA
Illinois
$287K +$287K +1,668 New
PTC
621
Private Trust Company
Ohio
$286K -$72.7K -423 -20%
AWM
622
AE Wealth Management
Kansas
$286K -$54.2K -314 -16%
GG
623
Gofen & Glossberg
Illinois
$286K +$172 +1 +0.1%
DWM
624
Doyle Wealth Management
Florida
$285K – – –
PB
625
Pinnacle Bancorp
Nebraska
$285K +$13.6K +79 +5%
23 24
25
26 27