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Diageo
DEO

Overview Fund Activity

905 hedge funds and large institutions have $9.98B invested in Diageo in 2019 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 298 increasing their positions, 310 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
+58
Holders Change %
+6.85%
% of All Funds
17.87%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.36%
New
112
Increased
298
Reduced
310
Closed
43
Calls
$52.6M
Puts
$43.1M
Net Calls
+$9.47M
Net Calls Change
-$5.8M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$642M
2
HMP
HS Management Partners
New York
$143M
3
NI
Nuance Investments
Missouri
$41.4M
4
LCM
Lakewood Capital Management
New York
$44.2M
5
Truist Financial
Truist Financial
North Carolina
$21.4M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$34.9M
2
Harris Associates
Harris Associates
Illinois
$229M
3
Deutsche Bank
Deutsche Bank
Germany
$2.75M
4
Renaissance Technologies
Renaissance Technologies
New York
$16.1M
5
ST
Sabal Trust
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WOC
826
West Oak Capital
California
$29K – – –
ADL
827
Asset Dedication LLC
California
$29K – – –
LWANC
828
Laurel Wealth Advisors (North Carolina)
North Carolina
$29K – – –
TJHA
829
Thomas J. Herzfeld Advisors
Florida
$27K -$2.19K -13 -8%
CDIA
830
Capital Directions Investment Advisors
Georgia
$27K – – –
OIA
831
Optimum Investment Advisors
Illinois
$25K – – –
FA
832
Fortis Advisors
Pennsylvania
$25K – – –
SL
833
Salomon & Ludwin
Virginia
$25K – – –
AWA
834
Arkadios Wealth Advisors
Georgia
$24.7K +$24.7K +154 New
PCTC
835
Perkins Coie Trust Company
Washington
$23K – – –
FCA
836
FinTrust Capital Advisors
South Carolina
$22K -$60.5K -355 -73%
ATC
837
Adirondack Trust Company
New York
$21K -$10.3K -66 -33%
BCI
838
Brinker Capital Investments
Pennsylvania
$21K – – –
RWA
839
Ropes Wealth Advisors
Massachusetts
$21K – – –
MAM
840
Marquette Asset Management
Minnesota
$20K – – –
EDRH
841
Edmond de Rothschild Holding
Switzerland
$20K – – –
WQ
842
Wealth Quarterback
New Jersey
$19.9K +$19.9K +543 New
GEA
843
Glen Eagle Advisors
New Jersey
$19.7K – – –
PCFFS
844
Pacific Center for Financial Services
California
$19K – – –
APWM
845
Atlas Private Wealth Management
New York
$19K +$19K +110 New
JSC
846
Jackson Square Capital
California
$19K +$19K +115 New
CYG
847
Clean Yield Group
Vermont
$18K – – –
EWA
848
Evolution Wealth Advisors
Florida
$18K +$8.57K +50 +91%
GG
849
Gleason Group
Kentucky
$18K +$18K +109 New
AA
850
AlphaMark Advisors
Kentucky
$17K – – –
32 33
34
35 36