DEO icon

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 %
EAM
176
Erste Asset Management
Austria
$4.59M +$1.23M +7,490 +37%
PGA
177
Portland Global Advisors
Maine
$4.56M +$33K +201 +0.7%
CTC
178
Central Trust Company
Missouri
$4.47M -$82.1K -500 -2%
KJHP
179
K.J. Harrison & Partners
Ontario, Canada
$4.46M -$164K -1,000 -4%
NW
180
NewEdge Wealth
Pennsylvania
$4.41M +$2.95M +17,967 +203%
DWA
181
Douglass Winthrop Advisors
New York
$4.4M -$1.33M -8,075 -23%
LBD
182
Landsberg Bennett & Dubbaneh
Florida
$4.37M -$330K -1,968 -7%
JAFL
183
Jay A. Fishman Ltd
Michigan
$4.37M -$177K -1,075 -4%
Creative Planning
184
Creative Planning
Kansas
$4.36M +$145K +880 +3%
MC
185
MRJ Capital
New York
$4.33M +$606K +3,690 +16%
MA
186
Montag & Associates
Georgia
$4.26M -$33K -201 -0.8%
FA
187
FDx Advisors
Illinois
$4.26M +$500K +3,047 +13%
CCM
188
Campbell Capital Management
Florida
$4.25M -$53.9K -328 -1%
LSWM
189
Lorne Steinberg Wealth Management
Canada
$4.25M -$16.4K -100 -0.4%
PA
190
Pinnacle Associates
New York
$4.24M -$120K -733 -3%
EIA
191
Eastover Investment Advisors
North Carolina
$4.12M -$255K -1,550 -6%
GIA
192
Granite Investment Advisors
New Hampshire
$4.09M -$1.91M -11,639 -32%
MKA
193
M. Kulyk & Associates
Georgia
$3.95M +$652K +3,973 +20%
Cambridge Investment Research Advisors
194
Cambridge Investment Research Advisors
Iowa
$3.91M -$294K -1,790 -7%
RB
195
Rodgers Brothers
Pennsylvania
$3.91M -$61.6K -375 -2%
BFA
196
Benedict Financial Advisors
Georgia
$3.89M +$69.5K +423 +2%
AUB
197
Atlantic Union Bankshares
Virginia
$3.88M +$187K +1,141 +5%
SCA
198
Snowden Capital Advisors
New York
$3.85M +$197K +1,200 +5%
FLSMF
199
Fundsmith Long/Short Master Fund
Cayman Islands
$3.81M +$36.8K +224 +1%
MPIM
200
McGinn Penninger Investment Management
Virginia
$3.78M +$3.45K +21 +0.1%
6 7
8
9 10