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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 %
OSNBOA
826
Old Second National Bank of Aurora
Illinois
$32K – – –
LWANC
827
Laurel Wealth Advisors (North Carolina)
North Carolina
$32K +$4.48K +28 +16%
AIC
828
Archer Investment Corporation
Indiana
$31.8K – – –
CA
829
Centerpoint Advisors
Massachusetts
$29K – – –
MAM
830
McCarthy Asset Management
California
$29K +$29K +180 New
FWM
831
FSA Wealth Management
Massachusetts
$29K +$29K +185 New
BAMG
832
Brand Asset Management Group
Missouri
$27K – – –
M
833
MOTCO
Texas
$27K – – –
WOC
834
West Oak Capital
California
$27K – – –
GWS
835
Glassman Wealth Services
Virginia
$27K +$9.48K +59 +54%
OIA
836
Optimum Investment Advisors
Illinois
$24K – – –
ATC
837
Adirondack Trust Company
New York
$21K – – –
HWM
838
HighMark Wealth Management
Minnesota
$21K +$159 +1 +0.8%
TAM
839
Tucker Asset Management
Colorado
$20.3K +$20.3K +128 New
RWA
840
Ropes Wealth Advisors
Massachusetts
$20K -$1.89K -12 -9%
FMTCOCP
841
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K – – –
FFA
842
Freedman Financial Associates
Massachusetts
$20K +$20K +124 New
AWA
843
Arkadios Wealth Advisors
Georgia
$20K +$20K +130 New
GI
844
Gradient Investments
Minnesota
$19K – – –
PCFFS
845
Pacific Center for Financial Services
California
$18K – – –
GG
846
Gleason Group
Kentucky
$18K +$321 +2 +2%
CWA
847
Clearview Wealth Advisors
Oregon
$18K +$18K +111 New
AWM
848
Accel Wealth Management
Iowa
$18K +$18K +114 New
MA
849
MCF Advisors
Kentucky
$17K – – –
TPWA
850
TRUE Private Wealth Advisors
Oregon
$17K – – –
32 33
34
35 36