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Diageo
DEO

Overview Fund Activity

950 hedge funds and large institutions have $10.7B invested in Diageo in 2021 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 302 increasing their positions, 354 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
+24
Holders Change %
+2.59%
% of All Funds
16.59%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
88
Increased
302
Reduced
354
Closed
53
Calls
$183M
Puts
$263M
Net Calls
-$80.7M
Net Calls Change
-$39.7M

Top Buyers

1
AC
AKO Capital
United Kingdom
$246M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$245M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$70.5M
4
Verition Fund Management
Verition Fund Management
Connecticut
$22.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$15.3M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$32.4M
2
Wells Fargo
Wells Fargo
California
$593M
3
NI
Nuance Investments
Missouri
$10.5M
4
Charles Schwab
Charles Schwab
California
$375M
5
OAG
Orbis Allan Gray
Bermuda
$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
601
Aaron Wealth Advisors
Illinois
$339K +$7.47K +39 +2%
NIM
602
Northeast Investment Management
Massachusetts
$336K +$14.9K +78 +5%
PCMC
603
Paragon Capital Management (Colorado)
Colorado
$335K – – –
DWM
604
Doyle Wealth Management
Florida
$333K +$1.53K +8 +0.5%
EH
605
Equitable Holdings
New York
$332K +$21.8K +114 +7%
Carson Wealth (CWM LLC)
606
Carson Wealth (CWM LLC)
Nebraska
$330K – – –
IAA
607
Independent Advisor Alliance
North Carolina
$329K +$35.6K +186 +12%
BWP
608
BSW Wealth Partners
Colorado
$329K +$37K +193 +13%
WWM
609
Western Wealth Management
Colorado
$328K +$12.7K +66 +4%
RTS
610
Round Table Services
New Jersey
$328K +$328K +1,710 New
CPIG
611
Chicago Partners Investment Group
Illinois
$326K – – –
HH
612
Hilltop Holdings
Texas
$326K +$2.3K +12 +0.7%
AP
613
Adero Partners
California
$326K +$326K +1,703 New
SYBT
614
Stock Yards Bank & Trust
Kentucky
$325K +$24.1K +126 +8%
SRC
615
Sage Rhino Capital
California
$323K +$17.1K +89 +6%
YWP
616
YorkBridge Wealth Partners
New York
$321K -$127K -663 -28%
MSA
617
Marino Stram & Associates
Massachusetts
$321K +$321K +1,672 New
HB
618
Homrich & Berg
Georgia
$320K +$5.94K +31 +2%
LNC
619
Lincoln National Corp
Pennsylvania
$320K +$14.8K +77 +5%
KC
620
Knuff & Co
California
$320K +$28.8K +150 +10%
APA
621
American Portfolios Advisors
New York
$320K -$45.4K -237 -12%
BPC
622
Banque Pictet & Cie
Switzerland
$319K +$7.6K +159 +2%
PNAA
623
Pictet North America Advisors
Switzerland
$319K +$7.6K +159 +2%
IWM
624
IHT Wealth Management
Illinois
$317K -$1.92K -10 -0.6%
MGIA
625
Moneta Group Investment Advisors
Missouri
$317K +$27.6K +144 +10%
23 24
25
26 27