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Diageo
DEO

Overview Fund Activity

831 hedge funds and large institutions have $8.06B invested in Diageo in 2020 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 258 increasing their positions, 335 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
-10
Holders Change %
-1.19%
% of All Funds
16.81%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
66
Increased
258
Reduced
335
Closed
68
Calls
$58.7M
Puts
$64M
Net Calls
-$5.32M
Net Calls Change
+$8.25M

Top Buyers

1
NI
1
Nuance Investments
Missouri
$220M
2
OAG
2
Orbis Allan Gray
Bermuda
$42.3M
3
PG
3
Pendal Group
Australia
$28.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$204M
5
LCOV
5
London Company of Virginia
Virginia
$205M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$266M
2
UBS Group
2
UBS Group
Switzerland
$379M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$10.4M
4
SCCM
4
Schafer Cullen Capital Management
New York
$86.2M
5
Bank of America
5
Bank of America
North Carolina
$699M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
801
Proffitt & Goodson
Tennessee
$5K – – –
SWM
802
Sugarloaf Wealth Management
Georgia
$5K – – –
TVWM
803
Tower View Wealth Management
Wisconsin
$5K – – –
Federated Hermes
804
Federated Hermes
Pennsylvania
$5K – – –
FP
805
Fiduciary Planning
Florida
$5K +$5K +39 New
LWA
806
Lenox Wealth Advisors
New York
$4K -$14.6K -95 -79%
DAM
807
Delta Asset Management
Tennessee
$4K -$1.33K -10 -25%
ABC
808
Associated Banc-Corp
Wisconsin
$4K – – –
FMP
809
Financial Management Professionals
Texas
$4K +$533 +4 +15%
CFN
810
Cordasco Financial Network
Florida
$3K – – –
HIM
811
Hillsdale Investment Management
Ontario, Canada
$3K – – –
AIP
812
Ameritas Investment Partners
Nebraska
$3K – – –
BCM
813
Bourgeon Capital Management
Connecticut
$3K – – –
TWP
814
TFO Wealth Partners
Ohio
$3K +$3K +21 New
APC
815
Aspire Private Capital
North Carolina
$3K +$3K +22 New
CHA
816
Carmichael Hill & Associates
Maryland
$2K -$8.33K -75 -81%
GAM
817
Gemmer Asset Management
California
$2K -$154 -1 -7%
TFGT
818
TS Financial Group (TSFG)
Illinois
$2K – – –
FBT
819
First Bank & Trust
South Dakota
$2K – – –
APWA
820
Atlas Private Wealth Advisors
New Jersey
$2K – – –
EWM
821
Elmwood Wealth Management
California
$1K – – –
VanEck Associates
822
VanEck Associates
New York
$1K – – –
TCM
823
TD Capital Management
Tennessee
$1K – – –
AWM
824
Avior Wealth Management
Nebraska
$1K – – –
SL
825
Savior LLC
Massachusetts
$1K – – –
31 32
33
34 35