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Diageo
DEO

Overview Fund Activity

919 hedge funds and large institutions have $9.33B invested in Diageo in 2020 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 283 increasing their positions, 324 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+88
Holders Change %
+10.59%
% of All Funds
16.31%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
154
Increased
283
Reduced
324
Closed
54
Calls
$71.4M
Puts
$87.3M
Net Calls
-$15.9M
Net Calls Change
-$10.6M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$169M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$298M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$197M
4
Public Employees Retirement Association of Colorado
4
Public Employees Retirement Association of Colorado
Colorado
$94.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$16.2M

Top Sellers

1
NI
1
Nuance Investments
Missouri
$149M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$332M
3
BlackRock
3
BlackRock
New York
$25M
4
UBS Group
4
UBS Group
Switzerland
$408M
5
GRQ
5
Gardner Russo & Quinn
Pennsylvania
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSWM
201
Lorne Steinberg Wealth Management
Canada
$4.14M +$4.14M +25,950 New
Creative Planning
202
Creative Planning
Kansas
$4.08M +$92.1K +580 +2%
Cambridge Investment Research Advisors
203
Cambridge Investment Research Advisors
Iowa
$4.07M +$27.5K +173 +0.7%
RWP
204
RWA Wealth Partners
Massachusetts
$3.88M +$36.4K +229 +0.9%
RB
205
Rodgers Brothers
Pennsylvania
$3.84M -$71.5K -450 -2%
FT
206
Fiduciary Trust
Massachusetts
$3.71M -$353K -2,225 -9%
BFA
207
Benedict Financial Advisors
Georgia
$3.7M +$28.9K +182 +0.8%
MPIM
208
McGinn Penninger Investment Management
Virginia
$3.65M +$3.65M +23,010 New
FLSMF
209
Fundsmith Long/Short Master Fund
Cayman Islands
$3.65M +$3.65M +22,983 New
FA
210
FDx Advisors
Illinois
$3.64M +$355K +2,236 +11%
MC
211
MRJ Capital
New York
$3.6M +$476K +3,000 +15%
AUB
212
Atlantic Union Bankshares
Virginia
$3.57M +$350K +2,204 +11%
SCA
213
Snowden Capital Advisors
New York
$3.54M +$93.5K +589 +3%
NCM
214
Nelson Capital Management
California
$3.5M -$1.59M -10,012 -31%
MWNA
215
Marshall Wace North America
New York
$3.49M +$3.49M +21,967 New
HA
216
Hamel Associates
New Jersey
$3.44M -$11.9K -75 -0.3%
CNFG
217
Creegan & Nassoura Financial Group
New Hampshire
$3.38M -$29.9K -188 -0.9%
Geode Capital Management
218
Geode Capital Management
Massachusetts
$3.37M +$704K +4,437 +26%
CCB
219
Cutter & Co Brokerage
Missouri
$3.36M -$123K -777 -4%
EAM
220
Erste Asset Management
Austria
$3.31M – – –
SF
221
Synovus Financial
Georgia
$3.27M +$66.6K +420 +2%
EVM
222
Eaton Vance Management
Massachusetts
$3.2M +$292K +1,841 +10%
MKA
223
M. Kulyk & Associates
Georgia
$3.19M +$3.19M +20,076 New
AA
224
Ancora Advisors
Ohio
$3.14M -$966K -6,081 -24%
ACM
225
Azimuth Capital Management
Michigan
$3.13M +$133K +840 +4%
7 8
9
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