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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 %
MFW
626
Mosaic Family Wealth
Missouri
$150K -$8.62K -60 -5%
TFS
627
TrustCore Financial Services
Tennessee
$150K – – –
CFD
628
Creative Financial Designs
Indiana
$144K – – –
LJHT
629
Laurie J. Hall Trustee
$142K -$4.61K -32 -3%
WTB
630
Washington Trust Bank
Washington
$140K – – –
MSFP
631
Mark Sheptoff Financial Planning
Connecticut
$137K – – –
SIC
632
Salem Investment Counselors
North Carolina
$132K +$49.2K +342 +59%
FCT
633
Family Capital Trust
Massachusetts
$130K – – –
CLM
634
ClearBridge LLC (Maryland)
Maryland
$127K +$38.2K +26,530 +43%
OIA
635
OneDigital Investment Advisors
Kansas
$124K +$6.48K +45 +6%
WIM
636
Westside Investment Management
California
$124K -$1.14K -8 -0.9%
CF
637
Centaurus Financial
California
$123K +$123K +855 New
SNT
638
Security National Trust
West Virginia
$122K – – –
FMII
639
Farmers & Merchants Investments Inc
Nebraska
$120K +$33.6K +233 +39%
ANBT
640
American National Bank & Trust
Texas
$115K – – –
NIT
641
NumerixS Investment Technologies
British Columbia, Canada
$115K +$115K +800 New
JGIA
642
Jackson Grant Investment Advisers
Connecticut
$110K – – –
RCAG
643
Rehmann Capital Advisory Group
Michigan
$110K -$4.76K -33 -4%
CT
644
CPF Texas
Texas
$107K – – –
ZB
645
Zions Bancorporation
Utah
$104K -$863 -6 -0.8%
CFG
646
Citizens Financial Group
Rhode Island
$104K – – –
BG
647
Bollard Group
Massachusetts
$104K +$1.01K +7 +1%
PCIA
648
Prime Capital Investment Advisors
Kansas
$103K +$82.5K +570 +401%
IWP
649
Icon Wealth Partners
Texas
$102K -$23.7K -164 -19%
YWP
650
YorkBridge Wealth Partners
New York
$102K -$6.79K -47 -6%
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