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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 %
WPA
826
West Paces Advisors
Georgia
$54K -$26.1K -135 -33%
CTB
827
Country Trust Bank
Illinois
$54K +$5.79K +30 +12%
M
828
MOTCO
Texas
$53K – – –
EWM
829
Endurance Wealth Management
Rhode Island
$52K – – –
POIA
830
Pin Oak Investment Advisors
Texas
$52K +$52K +267 New
GLLW
831
Graves Light Lenhart Wealth
Virginia
$50K +$766 +4 +2%
ST
832
Sageworth Trust
Pennsylvania
$48K – – –
JFGIW
833
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47K -$12K -62 -20%
ODG
834
O'Dell Group
Ohio
$45K +$45K +234 New
AFG
835
Albion Financial Group
Utah
$43K – – –
FPB
836
First PREMIER Bank
South Dakota
$43K – – –
WFA
837
West Financial Advisors
Iowa
$43K – – –
FP
838
Financial Perspectives
Minnesota
$41.3K – – –
GWS
839
Glassman Wealth Services
Virginia
$40K +$5.05K +26 +14%
OSNBOA
840
Old Second National Bank of Aurora
Illinois
$39K – – –
SIS
841
Sound Income Strategies
Florida
$39K – – –
GWSG
842
GPS Wealth Strategies Group
Colorado
$39K – – –
AIC
843
Archer Investment Corporation
Indiana
$38.6K – – –
BCA
844
Berman Capital Advisors
Georgia
$36K +$2.87K +15 +9%
FMTCOCP
845
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$35K -$26K -136 -43%
MAM
846
McCarthy Asset Management
California
$35K – – –
GI
847
Gradient Investments
Minnesota
$33K -$4.63K -24 -12%
AP
848
Atwood & Palmer
Missouri
$28K – – –
ATC
849
Adirondack Trust Company
New York
$27K – – –
SQA
850
Simon Quick Advisors
New Jersey
$27K +$8.25K +44 +44%
32 33
34
35 36