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Diageo
DEO

Overview Fund Activity

926 hedge funds and large institutions have $9.45B invested in Diageo in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 346 increasing their positions, 296 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+7
Holders Change %
+0.76%
% of All Funds
16.31%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
84
Increased
346
Reduced
296
Closed
68
Calls
$90.4M
Puts
$131M
Net Calls
-$41.1M
Net Calls Change
-$25.2M

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$145M
2
AC
2
AKO Capital
United Kingdom
$123M
3
CCM
3
Cullen Capital Management
New York
$110M
4
BlackRock
4
BlackRock
New York
$107M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$354M

Top Sellers

1
NI
1
Nuance Investments
Missouri
$56.2M
2
SCCM
2
Schafer Cullen Capital Management
New York
$6.86M
3
FI
3
Focused Investors
California
$0
4
DC
4
Davenport & Co
Virginia
$66.4M
5
UBS Group
5
UBS Group
Switzerland
$394M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
951
Advisors Capital Management
New Jersey
– -$251K -1,585 Closed
B
952
Bailard
California
– -$240K -1,514 Closed
VV
953
Verity & Verity
South Carolina
– -$223K -1,398 Closed
MWM
954
Modera Wealth Management
New Jersey
– -$222K -1,395 Closed
VHAM
955
Van Hulzen Asset Management
California
– -$220K -1,386 Closed
FMBTD
956
First Midwest Bank Trust Division
Illinois
– -$202K -1,274 Closed
PWM
957
Palumbo Wealth Management
New York
– -$202K -1,269 Closed
BS
958
Banco Santander
Spain
– -$201K -1,265 Closed
OPW
959
Oxler Private Wealth
New York
– -$165K -1,040 Closed
CAAS
960
Capital Asset Advisory Services
Michigan
– -$149K -936 Closed
D
961
Diversified
Delaware
– -$121K -882 Closed
FPCG
962
Fort Pitt Capital Group
Pennsylvania
– -$136K -858 Closed
CWM
963
Curi Wealth Management
North Carolina
– -$132K -832 Closed
TI
964
tru Independence
Oregon
– -$112 -712 Closed
PS
965
Planned Solutions
California
– -$101K -635 Closed
FMII
966
Farmers & Merchants Investments Inc
Nebraska
– -$99K -622 Closed
NWA
967
Navis Wealth Advisors
New York
– -$90K -568 Closed
Axa
968
Axa
France
– -$70K -438 Closed
ICP
969
Interchange Capital Partners
Pennsylvania
– -$66K -417 Closed
CCA
970
Childress Capital Advisors
Texas
– -$66K -416 Closed
PFO
971
Pathstone Family Office
New Jersey
– -$51K -321 Closed
PWM
972
Perigon Wealth Management
California
– -$47K -298 Closed
DWM
973
Defined Wealth Management
Oregon
– -$45K -285 Closed
AWG
974
Altus Wealth Group
Colorado
– -$35K -221 Closed
BSSFA
975
Baron Silver Stevens Financial Advisors
Florida
– -$34K -214 Closed
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