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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 %
WAP
676
Wealthcare Advisory Partners
Pennsylvania
$48K +$18.6K +128 +63%
BFC
677
Bedel Financial Consulting
Indiana
$47K – – –
CAW
678
Cornerstone Advisors (Washington)
Washington
$47K +$7.81K +54 +20%
PG
679
Patten Group
Tennessee
$46K -$9.37K -65 -17%
CHP
680
Cable Hill Partners
Oregon
$46K – – –
FGAM
681
Financial Gravity Asset Management
Texas
$46K +$2.96K +21 +7%
CCMW
682
Cypress Capital Management (Wyoming)
Wyoming
$45K – – –
BWP
683
Baldwin Wealth Partners
Massachusetts
$43K -$18.8K -131 -30%
TJHA
684
Thomas J. Herzfeld Advisors
Florida
$40K -$19.4K -135 -33%
TIM
685
Tortoise Investment Management
New York
$40K – – –
Barclays
686
Barclays
United Kingdom
$39K -$28.2K -196 -42%
GI
687
Gradient Investments
Minnesota
$39K – – –
RE
688
RBC Europe
United Kingdom
$38.2K – – –
RIA
689
RPG Investment Advisory
California
$37K – – –
JFGIW
690
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36K – – –
GFP
691
Gryphon Financial Partners
Ohio
$36K – – –
CAC
692
Certified Advisory Corp
Florida
$36K +$288 +2 +0.8%
HCM
693
Hilton Capital Management
New York
$36K +$36K +250 New
GTAM
694
Global Trust Asset Management
Florida
$35K -$235K -1,635 -87%
LWA
695
Lenox Wealth Advisors
New York
$35K -$9.77K -67 -22%
CB
696
Community Bank
New York
$35K -$7.29K -50 -17%
KJWM
697
Kiley Juergens Wealth Management
Washington
$35K +$35K +245 New
LWM
698
Lenox Wealth Management
Ohio
$34K -$6.74K -47 -17%
JA
699
JOYN Advisors
Georgia
$34K +$34K +238 New
SIM
700
Sonora Investment Management
Arizona
$33K -$19.2K -135 -37%
26 27
28
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