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Diageo
DEO

Overview Fund Activity

933 hedge funds and large institutions have $10.2B invested in Diageo in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 317 increasing their positions, 316 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
-17
Holders Change %
-1.79%
% of All Funds
16.39%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
51
Increased
317
Reduced
316
Closed
54
Calls
$117M
Puts
$112M
Net Calls
+$4.83M
Net Calls Change
+$85.6M

Top Buyers

1
AC
AKO Capital
United Kingdom
$276M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$276M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$457M
4
Verition Fund Management
Verition Fund Management
Connecticut
$34.9M
5
PPA
Parametric Portfolio Associates
Washington
$184M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
$0
2
Wells Fargo
Wells Fargo
California
$472M
3
HMP
HS Management Partners
New York
$77.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$29.2M
5
Northern Trust
Northern Trust
Illinois
$82.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
776
Baystate Wealth Management
Massachusetts
$147K – – –
LJHT
777
Laurie J. Hall Trustee
$145K – – –
SNT
778
Security National Trust
West Virginia
$144K – – –
CI
779
CX Institutional
Indiana
$143K – – –
AWA
780
Artemis Wealth Advisors
New York
$136K – – –
EBA
781
Eagle Bay Advisors
New York
$132K +$64.1K +330 +94%
WQ
782
Wealth Quarterback
New Jersey
$127K -$19.2K -99 -13%
RIM
783
Rockbridge Investment Management
New York
$119K – – –
EW
784
Evoke Wealth
California
$119K +$10.1K +52 +9%
TCCM
785
Timber Creek Capital Management
Massachusetts
$115K – – –
SAM
786
S.A. Mason
Michigan
$111K – – –
BMD
787
Better Money Decisions
New Mexico
$109K – – –
AI
788
AdvisorShares Investments
Maryland
$108K -$6.17K -32 -5%
PB
789
Pinnacle Bancorp
Nebraska
$106K -$4.46K -23 -4%
CBT
790
CoreFirst Bank & Trust
Kansas
$102K – – –
CHC
791
City Holding Co
West Virginia
$100K – – –
PFGIA
792
Patriot Financial Group Insurance Agency
Massachusetts
$100K +$40K +209 +67%
TF
793
Tompkins Financial
New York
$99K +$99K +515 New
COCM
794
Charter Oak Capital Management
New Hampshire
$98K – – –
FWM
795
Focused Wealth Management
New York
$94K – – –
TIM
796
Tortoise Investment Management
New York
$92K – – –
LF
797
Lee Financial
Texas
$87K – – –
FRA
798
Front Row Advisors
California
$87K – – –
ZB
799
Zions Bancorporation
Utah
$85K +$6.94K +36 +9%
BWM
800
BerganKDV Wealth Management
Minnesota
$84K +$4.07K +21 +5%
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32
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