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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 %
1IA
701
1834 Investment Advisors
Wisconsin
$32K +$32K +221 New
OSNBOA
702
Old Second National Bank of Aurora
Illinois
$29K – – –
ATC
703
Adirondack Trust Company
New York
$29K – – –
MBT
704
Monroe Bank & Trust
Michigan
$29K – – –
NSB
705
Norway Savings Bank
Maine
$29K – – –
H
706
Hexavest
Quebec, Canada
$27K – – –
ADL
707
Asset Dedication LLC
California
$27K – – –
LNB
708
Ledyard National Bank
$26K – – –
DWM
709
Destination Wealth Management
California
$26K +$6.1K +42 +31%
BAMG
710
Brand Asset Management Group
Missouri
$25K +$25K +172 New
WOC
711
West Oak Capital
California
$24.8K – – –
M
712
MOTCO
Texas
$24K – – –
OIA
713
Optimum Investment Advisors
Illinois
$24K – – –
IAS
714
IMA Advisory Services
Colorado
$23K +$23K +160 New
PCM
715
Princeton Capital Management
New Jersey
$22K – – –
SMFS
716
Squar Milner Financial Services
California
$22K +$22K +150 New
GWA
717
Guidant Wealth Advisors
Illinois
$21K – – –
MWM
718
Mascoma Wealth Management
New Hampshire
$21K – – –
MYIA
719
Mount Yale Investment Advisors
Colorado
$20K – – –
TC
720
Trilogy Capital
California
$20K +$3.55K +25 +22%
FMTCOCP
721
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K – – –
NL
722
NVWM LLC
Pennsylvania
$18K +$7.09K +50 +65%
VCM
723
Vigilant Capital Management
Maine
$17K – – –
PCTC
724
Perkins Coie Trust Company
Washington
$17K – – –
ST
725
Sageworth Trust
Pennsylvania
$17K +$17K +120 New
27 28
29
30 31