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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 %
AIC
876
Ameritas Investment Company
Nebraska
– -$87K -695 Closed
FEG
877
Financial Enhancement Group
Indiana
– -$46K -365 Closed
SMFS
878
Squar Milner Financial Services
California
– -$42K -336 Closed
WAP
879
Wealthcare Advisory Partners
Pennsylvania
– -$32K -251 Closed
EWM
880
EPG Wealth Management
Georgia
– -$25K -200 Closed
DWM
881
Darwin Wealth Management
Florida
– -$24K -195 Closed
TJHA
882
Thomas J. Herzfeld Advisors
Florida
– -$20K -160 Closed
CAN
883
Claraphi Advisory Network
United States
– -$20K -156 Closed
AWA
884
Arkadios Wealth Advisors
Georgia
– -$19.7K -155 Closed
SL
885
Salomon & Ludwin
Virginia
– -$19K -150 Closed
FA
886
Fortis Advisors
Pennsylvania
– -$19K -150 Closed
CWA
887
Core Wealth Advisors
Florida
– -$14K -109 Closed
CYG
888
Clean Yield Group
Vermont
– -$14K -107 Closed
PCMK
889
Paragon Capital Management (Kansas)
Kansas
– -$13K -100 Closed
AC
890
AlphaCore Capital
California
– -$10K -81 Closed
CFFP
891
Center for Financial Planning
Michigan
– -$9K -72 Closed
LSA
892
Lion Street Advisors
Texas
– -$9K -71 Closed
EIP
893
Ellis Investment Partners
Pennsylvania
– -$7K -58 Closed
HIIFS
894
Harel Insurance Investments & Financial Services
Israel
– -$7K -53 Closed
PCIA
895
Prime Capital Investment Advisors
Kansas
– -$6K -50 Closed
EWA
896
Evolution Wealth Advisors
Florida
– -$6K -45 Closed
MAM
897
Meeder Asset Management
Ohio
– -$3K -27 Closed
KFI
898
Key Financial Inc
Pennsylvania
– -$2K -16 Closed
TWA
899
TCI Wealth Advisors
Arizona
– -$2K -13 Closed
QAM
900
QCI Asset Management
New York
– -$1K -5 Closed
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