DEO icon

Diageo
DEO

Overview Fund Activity

919 hedge funds and large institutions have $9.33B invested in Diageo in 2020 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 283 increasing their positions, 324 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+88
Holders Change %
+10.59%
% of All Funds
16.31%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
154
Increased
283
Reduced
324
Closed
54
Calls
$71.4M
Puts
$87.3M
Net Calls
-$15.9M
Net Calls Change
-$10.6M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
$169M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$298M
3
ClearBridge Investments
ClearBridge Investments
New York
$197M
4
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$94.3M
5
Citadel Advisors
Citadel Advisors
Florida
$16.2M

Top Sellers

1
NI
Nuance Investments
Missouri
$149M
2
BBHC
Brown Brothers Harriman & Co
New York
$332M
3
BlackRock
BlackRock
New York
$25M
4
UBS Group
UBS Group
Switzerland
$408M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
801
Marquette Asset Management
Minnesota
$51K – – –
HI
802
Hudock Inc
Pennsylvania
$49K – – –
JFGIW
803
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K -$6.26K -39 -12%
CTB
804
Country Trust Bank
Illinois
$48K -$1.92K -12 -4%
PGAM
805
Princeton Global Asset Management
New Jersey
$48K – – –
BWP
806
Baldwin Wealth Partners
Massachusetts
$48K – – –
BAM
807
Bellevue Asset Management
Washington
$47K -$44.3K -275 -49%
IA
808
IFP Advisors
Florida
$47K -$32.4K -204 -41%
PWM
809
Perigon Wealth Management
California
$47K +$47K +298 New
EW
810
Evoke Wealth
California
$46K -$52.5K -330 -53%
PFGIA
811
Patriot Financial Group Insurance Agency
Massachusetts
$46K +$4.79K +30 +12%
DWM
812
Defined Wealth Management
Oregon
$45K +$45K +285 New
SIS
813
Sound Income Strategies
Florida
$44K – – –
EWM
814
Endurance Wealth Management
Rhode Island
$43K – – –
CWC
815
Carolinas Wealth Consulting
North Carolina
$43K +$33K +207 +329%
MF
816
Manchester Financial
California
$42K – – –
GTAM
817
Global Trust Asset Management
Florida
$41K +$2.68K +17 +7%
WFA
818
West Financial Advisors
Iowa
$36K +$36K +225 New
RE
819
RBC Europe
United Kingdom
$35.7K -$6.35K -40 -15%
AFG
820
Albion Financial Group
Utah
$35K +$35K +219 New
AWG
821
Altus Wealth Group
Colorado
$35K +$35K +221 New
FP
822
Financial Perspectives
Minnesota
$34K – – –
BSSFA
823
Baron Silver Stevens Financial Advisors
Florida
$34K +$34K +214 New
SIAG
824
Safeguard Investment Advisory Group
California
$33K +$33K +213 New
HFA
825
HC Financial Advisors
California
$32K -$21.5K -134 -40%
31 32
33
34 35