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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 %
BCM
926
Bourgeon Capital Management
Connecticut
$5K – – –
AIP
927
Ameritas Investment Partners
Nebraska
$5K +$179 +1 +4%
PWP
928
Personal Wealth Partners
Minnesota
$5K +$5K +24 New
LWA
929
Lenox Wealth Advisors
New York
$4K -$18.7K -89 -82%
EIP
930
Ellis Investment Partners
Pennsylvania
$4K – – –
APC
931
Aspire Private Capital
North Carolina
$4K – – –
GAM
932
Gemmer Asset Management
California
$4K – – –
Federated Hermes
933
Federated Hermes
Pennsylvania
$4K – – –
EAM
934
Eukles Asset Management
Ohio
$4K – – –
SB
935
Strategic Blueprint
Georgia
$4K +$4K +21 New
APWA
936
Atlas Private Wealth Advisors
New Jersey
$3K – – –
KFI
937
Key Financial Inc
Pennsylvania
$3K – – –
CHA
938
Carmichael Hill & Associates
Maryland
$2K -$1K -6 -33%
CWM
939
Cranbrook Wealth Management
Michigan
$2K – – –
VanEck Associates
940
VanEck Associates
New York
$2K – – –
AWM
941
Avior Wealth Management
Nebraska
$2K – – –
TCM
942
TD Capital Management
Tennessee
$2K – – –
EWM
943
Elmwood Wealth Management
California
$2K – – –
JPLA
944
Joseph P. Lucia & Associates
New York
$2K – – –
FWM
945
Filbrandt Wealth Management
Wisconsin
$2K – – –
ADL
946
Asset Dedication LLC
California
$2K – – –
SWA
947
Sutton Wealth Advisors
Florida
$1.34K – – –
SL
948
Savior LLC
Massachusetts
$1K – – –
WIM
949
Westside Investment Management
California
$3 +$3 +20 New
MNG
950
Manning & Napier Group
New York
– -$6.69M -40,761 Closed
36 37
38
39 40