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Diageo
DEO

Overview Fund Activity

841 hedge funds and large institutions have $8.05B invested in Diageo in 2020 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 285 increasing their positions, 307 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+21
Holders Change %
+2.56%
% of All Funds
17.29%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
90
Increased
285
Reduced
307
Closed
61
Calls
$46.1M
Puts
$59.7M
Net Calls
-$13.6M
Net Calls Change
-$35.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$76.9M
2
Bank of America
Bank of America
North Carolina
$711M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$172M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$127M
5
DC
Davenport & Co
Virginia
$79.3M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$413M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$32.7M
3
BBHC
Brown Brothers Harriman & Co
New York
$362M
4
Morgan Stanley
Morgan Stanley
New York
$383M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$85.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
801
Retirement Group
California
$6K +$6K +43 New
CWM
802
Campbell Wealth Management
Virginia
$6K +$6K +46 New
Federated Hermes
803
Federated Hermes
Pennsylvania
$5K -$2.21K -15 -31%
SWM
804
Sugarloaf Wealth Management
Georgia
$5K – – –
DAM
805
Delta Asset Management
Tennessee
$5K – – –
Macquarie Group
806
Macquarie Group
Australia
$5K – – –
AWM
807
AllSquare Wealth Management
New York
$5K – – –
TVWM
808
Tower View Wealth Management
Wisconsin
$5K +$5K +38 New
IF
809
Ironwood Financial
Arizona
$5K +$5K +40 New
MC
810
Martin Currie
United Kingdom
$4K – – –
PG
811
Proffitt & Goodson
Tennessee
$4K +$4K +33 New
CIM
812
Contravisory Investment Management
Massachusetts
$3K – – –
HIM
813
Hillsdale Investment Management
Ontario, Canada
$3K – – –
BCM
814
Bourgeon Capital Management
Connecticut
$3K – – –
EWP
815
Engrave Wealth Partners
Texas
$3K – – –
ABC
816
Associated Banc-Corp
Wisconsin
$3K – – –
CFN
817
Cordasco Financial Network
Florida
$3K – – –
VCM
818
Vigilant Capital Management
Maine
$3K +$3K +22 New
WAMC
819
Western Asset Management Company
California
$3K +$3K +23 New
FMP
820
Financial Management Professionals
Texas
$3K +$3K +26 New
AIP
821
Ameritas Investment Partners
Nebraska
$3K +$3K +27 New
CCM
822
Copeland Capital Management
Pennsylvania
$2K -$2.14K -15 -52%
FBT
823
First Bank & Trust
South Dakota
$2K – – –
GAM
824
Gemmer Asset Management
California
$2K +$2K +14 New
JWM
825
Janiczek Wealth Management
Colorado
$2K +$2K +15 New
31 32
33
34 35