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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 %
SFFS
651
Stonehage Fleming Financial Services
Jersey
$102K +$51K +355 +100%
WT
652
Washington Trust
Rhode Island
$102K +$102K +708 New
BWM
653
Baystate Wealth Management
Massachusetts
$99K – – –
SWP
654
Strategic Wealth Partners
Ohio
$98K – – –
AOWM
655
Alpha Omega Wealth Management
Virginia
$94K – – –
WPA
656
West Paces Advisors
Georgia
$93.6K – – –
DBT
657
Dubuque Bank & Trust
Iowa
$91K +$5.76K +40 +7%
TCCM
658
Timber Creek Capital Management
Massachusetts
$86K – – –
GRP
659
Global Retirement Partners
California
$82K -$2.31K -16 -3%
RWA
660
River Wealth Advisors
Pennsylvania
$81K +$81K +563 New
CAL
661
Capital Advisors Ltd
Ohio
$77K – – –
CHC
662
City Holding Co
West Virginia
$74K – – –
PFA
663
Pathway Financial Advisors
Vermont
$73K – – –
LF
664
Lee Financial
Texas
$68K – – –
LIA
665
LS Investment Advisors
Michigan
$68K – – –
AIM
666
Advantage Investment Management
Iowa
$65K – – –
AF
667
Allworth Financial
California
$63K +$2K +14 +3%
SHJ
668
Sharkey, Howes & Javer
Colorado
$61K – – –
SIAS
669
Shine Investment Advisory Services
Colorado
$58K – – –
JAM
670
JCIC Asset Management
Ontario, Canada
$58K – – –
FC
671
Ferris Capital
Massachusetts
$58K – – –
LFA
672
Legacy Financial Advisors
Kentucky
$51K +$11K +74 +27%
Rockefeller Capital Management
673
Rockefeller Capital Management
New York
$50K – – –
CTB
674
Country Trust Bank
Illinois
$49K +$5.64K +39 +13%
AIM
675
Arcadia Investment Management
Michigan
$48K – – –
25 26
27
28 29