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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 %
PGWM
726
Parisi Gray Wealth Management
New Jersey
$16K -$5.24K -36 -25%
ML
727
McAdam LLC
Pennsylvania
$16K – – –
PCFFS
728
Pacific Center for Financial Services
California
$16K – – –
WWM
729
Willingdon Wealth Management
North Carolina
$16K +$13K +90 +429%
GEA
730
Glen Eagle Advisors
New Jersey
$15.1K – – –
NSIM
731
North Star Investment Management
Illinois
$15K – – –
OFW
732
Omnia Family Wealth
Florida
$15K – – –
HI
733
Hudock Inc
Pennsylvania
$15K +$142 +1 +1%
CIA
734
Cascade Investment Advisors
Oregon
$14.4K – – –
AA
735
AlphaMark Advisors
Kentucky
$14K -$14K -100 -50%
VIA
736
Vantage Investment Advisors
Pennsylvania
$14K – – –
SFSIG
737
San Francisco Sentry Investment Group
California
$14K – – –
JCM
738
Jacobi Capital Management
Pennsylvania
$14K – – –
BA
739
Ballew Advisors
Mississippi
$14K – – –
NCM
740
New Capital Management
Texas
$14K – – –
B
741
Bridgeworth
Alabama
$14K +$14K +98 New
GWS
742
Glassman Wealth Services
Virginia
$12K -$3.95K -27 -25%
POIA
743
Pin Oak Investment Advisors
Texas
$11K +$2.75K +19 +33%
SWA
744
Sutton Wealth Advisors
Florida
$9.65K – – –
PCA
745
Providence Capital Advisors
North Carolina
$9K – – –
MFBTD
746
MB Financial Bank - Trust Department
Illinois
$9K – – –
CCMIC
747
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$9K +$9K +60 New
AP
748
Arlington Partners
Alabama
$8K – – –
LGWM
749
Litman Gregory Wealth Management
California
$8K – – –
PK
750
Pflug Koory
Nebraska
$8K +$151 +1 +2%
28 29
30
31 32