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Diageo
DEO

Overview Fund Activity

952 hedge funds and large institutions have $8.29B invested in Diageo in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 316 increasing their positions, 361 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
952
Holders Change
-44
Holders Change %
-4.42%
% of All Funds
15.18%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
73
Increased
316
Reduced
361
Closed
101
Calls
$101M
Puts
$58.9M
Net Calls
+$41.7M
Net Calls Change
+$22M

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$85.2M
2
Fayez Sarofim & Co
2
Fayez Sarofim & Co
Texas
$121M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$98.3M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$14M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$491M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$12.5M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$61.8M
5
AFIA
5
America First Investment Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
226
Nelson Capital Management
California
$2.88M +$8.65K +58 +0.3%
MHIC
227
Marble Harbor Investment Counsel
Massachusetts
$2.88M +$74.6K +500 +3%
FT
228
Fiduciary Trust
Massachusetts
$2.88M -$217K -1,457 -7%
William Blair Investment Management
229
William Blair Investment Management
Illinois
$2.84M -$4.92K -33 -0.2%
Harris Associates
230
Harris Associates
Illinois
$2.83M -$89.5K -600 -3%
PWAG
231
Polaris Wealth Advisory Group
California
$2.79M -$262K -1,757 -9%
PA
232
Perennial Advisors
New York
$2.77M +$62.7K +420 +2%
DWA
233
Douglass Winthrop Advisors
New York
$2.75M -$87.3K -585 -3%
AWM
234
Absher Wealth Management
North Carolina
$2.64M +$593K +3,973 +29%
WIM
235
Weitz Investment Management
Nebraska
$2.61M +$418K +2,800 +19%
HCA
236
Horan Capital Advisors
Ohio
$2.53M -$41.5K -278 -2%
RAM
237
Ramirez Asset Management
New York
$2.52M +$2.52M +16,906 New
TCCM
238
Timber Creek Capital Management
Massachusetts
$2.51M +$2.42M +16,231 +2,705%
CDH
239
Charles D. Hyman
$2.51M +$5.82K +39 +0.2%
NGA
240
Naples Global Advisors
Florida
$2.51M +$135K +893 +6%
CUAMC
241
China Universal Asset Management Company
China
$2.5M +$2.49M +16,460 +23,183%
KIG
242
Kennedy Investment Group
New Jersey
$2.49M +$15.8K +106 +0.6%
SC
243
Searle & Co
Connecticut
$2.48M – – –
SCM
244
Seascape Capital Management
New Hampshire
$2.47M -$12.2K -82 -0.5%
LDB
245
Lee, Danner & Bass
Tennessee
$2.45M +$168K +1,127 +7%
LNWWM
246
Laird Norton Wetherby Wealth Management
California
$2.42M +$113K +759 +5%
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$2.38M -$261K -1,753 -10%
PFS
248
Prospera Financial Services
Texas
$2.36M +$30.8K +206 +1%
OIA
249
OneDigital Investment Advisors
Kansas
$2.35M +$576K +3,858 +32%
Twin Tree Management
250
Twin Tree Management
Texas
$2.33M +$2.33M +15,603 New
8 9
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