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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
1
AKO Capital
United Kingdom
$276M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$276M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$457M
4
Verition Fund Management
4
Verition Fund Management
Connecticut
$34.9M
5
PPA
5
Parametric Portfolio Associates
Washington
$184M

Top Sellers

1
OAG
1
Orbis Allan Gray
Bermuda
$0
2
Wells Fargo
2
Wells Fargo
California
$472M
3
HMP
3
HS Management Partners
New York
$77.7M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$29.2M
5
Northern Trust
5
Northern Trust
Illinois
$82.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RE
901
RBC Europe
United Kingdom
$7.72K -$35.7K -185 -82%
HF
902
Halpern Financial
Virginia
$7.53K – – –
TWM
903
Tradition Wealth Management
Minnesota
$7K – – –
SWM
904
Sugarloaf Wealth Management
Georgia
$7K – – –
ADL
905
Asset Dedication LLC
California
$6K +$3.21K +15 +115%
TWP
906
TFO Wealth Partners
Ohio
$6K +$6K +33 New
BCM
907
Bourgeon Capital Management
Connecticut
$5K – – –
CFN
908
Cordasco Financial Network
Florida
$5K – – –
VNA
909
Valley National Advisers
Pennsylvania
$5K – – –
AIP
910
Ameritas Investment Partners
Nebraska
$5K – – –
SSC
911
Syverson Strege & Co
Iowa
$5K +$5K +24 New
EIP
912
Ellis Investment Partners
Pennsylvania
$4K – – –
LWA
913
Lenox Wealth Advisors
New York
$4K – – –
GAM
914
Gemmer Asset Management
California
$4K – – –
EAM
915
Eukles Asset Management
Ohio
$4K – – –
APC
916
Aspire Private Capital
North Carolina
$4K – – –
Federated Hermes
917
Federated Hermes
Pennsylvania
$4K – – –
JPLA
918
Joseph P. Lucia & Associates
New York
$3K – – –
KFI
919
Key Financial Inc
Pennsylvania
$3K – – –
CWM
920
Cranbrook Wealth Management
Michigan
$3K – – –
APWA
921
Atlas Private Wealth Advisors
New Jersey
$3K – – –
GPA
922
Guidance Point Advisors
Massachusetts
$3K +$3K +18 New
LWANC
923
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K -$40K -200 -95%
VanEck Associates
924
VanEck Associates
New York
$2K – – –
TCM
925
TD Capital Management
Tennessee
$2K – – –
35 36
37
38 39