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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 %
IF
901
Ironwood Financial
Arizona
$13K +$5.12K +26 +65%
IWP
902
IAG Wealth Partners
Wisconsin
$12K -$4.6K -23 -28%
TWA
903
TCI Wealth Advisors
Arizona
$12K – – –
GTAM
904
Global Trust Asset Management
Florida
$11K – – –
Macquarie Group
905
Macquarie Group
Australia
$11K – – –
AAP
906
Arax Advisory Partners
Colorado
$11K +$11K +55 New
JFA
907
JNBA Financial Advisors
Minnesota
$10K – – –
DI
908
Disciplined Investments
Oklahoma
$10K – – –
JWM
909
Janiczek Wealth Management
Colorado
$10K – – –
Ninety One (UK)
910
Ninety One (UK)
United Kingdom
$10K – – –
HFA
911
HC Financial Advisors
California
$9K -$6.8K -34 -43%
CFO
912
CVA Family Office
Colorado
$9K – – –
MCM
913
Manchester Capital Management
Vermont
$9K +$9K +45 New
HDIM
914
Hanson & Doremus Investment Management
Vermont
$8K -$3.25K -24 -29%
WWM
915
Wolff Wiese Magana
California
$8K – – –
HF
916
Halpern Financial
Virginia
$7.48K – – –
SWM
917
Sugarloaf Wealth Management
Georgia
$7K – – –
FMII
918
Farmers & Merchants Investments Inc
Nebraska
$7K +$7K +35 New
TWM
919
Tradition Wealth Management
Minnesota
$7K +$7K +37 New
AIM
920
Arcadia Investment Management
Michigan
$7K +$7K +39 New
CAGAS
921
Capital Advisory Group Advisory Services
Minnesota
$6K – – –
KJHP
922
K.J. Harrison & Partners
Ontario, Canada
$5.22K +$8 +40 +0.1%
TCWA
923
Ten Capital Wealth Advisors
Washington
$5K – – –
VNA
924
Valley National Advisers
Pennsylvania
$5K – – –
BCM
925
Bourgeon Capital Management
Connecticut
$5K – – –
35 36
37
38 39