DEO icon

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 %
CWC
801
Carolinas Wealth Consulting
North Carolina
$82K – – –
AF
802
Allworth Financial
California
$77K -$6.55K -34 -8%
JAM
803
JCIC Asset Management
Ontario, Canada
$77K – – –
FCM
804
Firestone Capital Management
Florida
$77K – – –
OCM
805
Orion Capital Management
California
$77K – – –
JWA
806
JFS Wealth Advisors
Pennsylvania
$77K +$77K +400 New
PSB
807
Piscataqua Savings Bank
New Hampshire
$75K – – –
MFM
808
MD Financial Management
Ontario, Canada
$74K – – –
SN
809
Sittner & Nelson
Oregon
$73K – – –
ME
810
McIlrath & Eck
Washington
$71K – – –
GRP
811
Global Retirement Partners
California
$70K +$1.74K +9 +3%
PWMG
812
Prestige Wealth Management Group
New Jersey
$69K – – –
Koshinski Asset Management
813
Koshinski Asset Management
Illinois
$68.9K +$68.9K +357 New
ST
814
Smithfield Trust
Pennsylvania
$68K – – –
IA
815
IFP Advisors
Florida
$64K +$9.03K +47 +16%
OC
816
Oakworth Capital
Alabama
$63K – – –
TAM
817
Tucker Asset Management
Colorado
$62.1K +$7.59K +38 +14%
RVM
818
Robinson Value Management
Texas
$61K +$61K +317 New
PMFA
819
Plante Moran Financial Advisors
Michigan
$59K – – –
HI
820
Hudock Inc
Pennsylvania
$59K – – –
FCA
821
FinTrust Capital Advisors
South Carolina
$58K -$39.2K -205 -40%
PGAM
822
Princeton Global Asset Management
New Jersey
$58K – – –
BWP
823
Baldwin Wealth Partners
Massachusetts
$58K – – –
BAM
824
Bellevue Asset Management
Washington
$56K – – –
GKWIM
825
Gerber Kawasaki Wealth & Investment Management
California
$55K +$55K +290 New
31 32
33
34 35