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Diageo
DEO

Overview Fund Activity

841 hedge funds and large institutions have $8.05B invested in Diageo in 2020 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 285 increasing their positions, 307 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+21
Holders Change %
+2.56%
% of All Funds
17.29%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
90
Increased
285
Reduced
307
Closed
61
Calls
$46.1M
Puts
$59.7M
Net Calls
-$13.6M
Net Calls Change
-$35.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$76.9M
2
Bank of America
Bank of America
North Carolina
$711M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$172M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$127M
5
DC
Davenport & Co
Virginia
$79.3M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$413M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$32.7M
3
BBHC
Brown Brothers Harriman & Co
New York
$362M
4
Morgan Stanley
Morgan Stanley
New York
$383M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$85.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
851
World Asset Management
Michigan
– -$708K -5,567 Closed
JWM
852
JGP Wealth Management
Oregon
– -$697K -5,456 Closed
WANY
853
Wealthspire Advisors (New York)
New York
– -$577K -4,539 Closed
BCM
854
Bowie Capital Management
Texas
– -$496K -3,900 Closed
CRWM
855
Castle Rock Wealth Management
California
– -$410K -3,048 Closed
BS
856
Banco Santander
Spain
– -$353K -2,775 Closed
RMDI
857
R.M. Davis Inc
Maine
– -$349K -2,742 Closed
PWP
858
Private Wealth Partners
California
– -$292K -2,300 Closed
Jane Street
859
Jane Street
New York
– -$288K -2,240 Closed
CFA
860
Capstone Financial Advisors
Illinois
– -$280K -2,200 Closed
BOPW
861
Brandywine Oak Private Wealth
Pennsylvania
– -$258K -2,035 Closed
AP
862
Americana Partners
Texas
– -$256K -1,992 Closed
PCA
863
Personal Capital Advisors
California
– -$253K -1,988 Closed
SWA
864
Stratos Wealth Advisors
Ohio
– -$249K -1,955 Closed
MWM
865
Mission Wealth Management
California
– -$240K -1,890 Closed
Balyasny Asset Management
866
Balyasny Asset Management
Illinois
– -$235K -1,850 Closed
VV
867
Verity & Verity
South Carolina
– -$231K -1,818 Closed
GQG Partners
868
GQG Partners
Florida
– -$226K -1,777 Closed
ACA
869
Aptus Capital Advisors
Alabama
– -$209K -1,650 Closed
RSWM
870
Robertson Stephens Wealth Management
California
– -$208K -1,622 Closed
Simplex Trading
871
Simplex Trading
Illinois
– -$205K -1,613 Closed
GSWM
872
Golden State Wealth Management
California
– -$136K -1,066 Closed
NFG
873
Next Financial Group
Texas
– -$129K -1,015 Closed
BEAM
874
Baker Ellis Asset Management
Washington
– -$106K -835 Closed
FGAM
875
Financial Gravity Asset Management
Texas
– -$403 -756 Closed
33 34
35
36 37