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Diageo
DEO

Overview Fund Activity

950 hedge funds and large institutions have $10.7B invested in Diageo in 2021 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 302 increasing their positions, 354 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
+24
Holders Change %
+2.59%
% of All Funds
16.59%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
88
Increased
302
Reduced
354
Closed
53
Calls
$183M
Puts
$263M
Net Calls
-$80.7M
Net Calls Change
-$39.7M

Top Buyers

1
AC
AKO Capital
United Kingdom
$246M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$245M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$70.5M
4
Verition Fund Management
Verition Fund Management
Connecticut
$22.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$15.3M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$32.4M
2
Wells Fargo
Wells Fargo
California
$593M
3
NI
Nuance Investments
Missouri
$10.5M
4
Charles Schwab
Charles Schwab
California
$375M
5
OAG
Orbis Allan Gray
Bermuda
$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
826
Prestige Wealth Management Group
New Jersey
$69K – – –
ST
827
Smithfield Trust
Pennsylvania
$68K -$429K -2,247 -86%
GRP
828
Global Retirement Partners
California
$68K +$5.59K +29 +9%
EBA
829
Eagle Bay Advisors
New York
$68K +$68K +350 New
OC
830
Oakworth Capital
Alabama
$63K – – –
FMTCOCP
831
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$61K +$37.5K +196 +159%
PFGIA
832
Patriot Financial Group Insurance Agency
Massachusetts
$60K -$191 -1 -0.3%
HI
833
Hudock Inc
Pennsylvania
$59K – – –
JFGIW
834
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59K +$1.16K +6 +2%
BWP
835
Baldwin Wealth Partners
Massachusetts
$58K – – –
PMFA
836
Plante Moran Financial Advisors
Michigan
$58K – – –
PGAM
837
Princeton Global Asset Management
New Jersey
$58K – – –
ACM
838
Anfield Capital Management
California
$58K +$58K +305 New
BAM
839
Bellevue Asset Management
Washington
$56K – – –
IA
840
IFP Advisors
Florida
$55K – – –
M
841
MOTCO
Texas
$53K +$20.6K +107 +64%
TAM
842
Tucker Asset Management
Colorado
$52.3K +$6.71K +35 +15%
EWM
843
Endurance Wealth Management
Rhode Island
$51K – – –
GLLW
844
Graves Light Lenhart Wealth
Virginia
$49K -$22.9K -120 -32%
ST
845
Sageworth Trust
Pennsylvania
$48K – – –
CTB
846
Country Trust Bank
Illinois
$48K – – –
RE
847
RBC Europe
United Kingdom
$43.1K – – –
WFA
848
West Financial Advisors
Iowa
$43K – – –
TAIM
849
TD Ameritrade Investment Management
Nebraska
$42K -$172K -900 -80%
FPB
850
First PREMIER Bank
South Dakota
$42K +$42K +220 New
32 33
34
35 36