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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 %
PPW
976
Parcion Private Wealth
Washington
– -$230K -1,402 Closed
UBV
977
United Bank (Virginia)
Virginia
– -$223K -1,357 Closed
MWM
978
Minot Wealth Management
Massachusetts
– -$219K -1,334 Closed
CF
979
Clarity Financial
Texas
– -$205K -1,246 Closed
MAG
980
Mayfair Advisory Group
Alabama
– -$202K -1,204 Closed
LGWM
981
Litman Gregory Wealth Management
California
– -$115K -703 Closed
IAIM
982
International Assets Investment Management
Florida
– -$107K -674 Closed
MLFP
983
MPS Loria Financial Planners
Illinois
– -$98K -600 Closed
SFO
984
Standard Family Office
South Dakota
– -$67K -407 Closed
CAC
985
Certified Advisory Corp
Florida
– -$45K -275 Closed
POIA
986
Pin Oak Investment Advisors
Texas
– -$44K -267 Closed
MF
987
Manchester Financial
California
– -$43K -264 Closed
WAP
988
Wealthcare Advisory Partners
Pennsylvania
– -$36K -222 Closed
BAMG
989
Brand Asset Management Group
Missouri
– -$28K -172 Closed
OIA
990
Optimum Investment Advisors
Illinois
– -$25K -150 Closed
GSAM
991
Grant Street Asset Management
Pennsylvania
– -$21K -127 Closed
PK
992
Pflug Koory
Nebraska
– -$16K -100 Closed
MWM
993
Mascoma Wealth Management
New Hampshire
– -$16K -98 Closed
MWP
994
Meridian Wealth Partners
Pennsylvania
– -$9K -55 Closed
ETI
995
Enterprise Trust & Investment
California
– -$8K -50 Closed
PO
996
Private Ocean
California
– -$7K -40 Closed
FP
997
Fiduciary Planning
Florida
– -$3K -21 Closed
RWM
998
RBA Wealth Management
California
– -$2.96K -18 Closed
WP
999
WealthShield Partners
North Carolina
– -$2K -13 Closed
WCM
1000
Wealthcare Capital Management
Virginia
– -$2K -11 Closed
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