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Diageo
DEO

Overview Fund Activity

996 hedge funds and large institutions have $9.64B invested in Diageo in 2022 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 355 increasing their positions, 355 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
996
Holders Change
-28
Holders Change %
-2.73%
% of All Funds
16.84%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
82
Increased
355
Reduced
355
Closed
96
Calls
$80M
Puts
$98.5M
Net Calls
-$18.5M
Net Calls Change
-$23.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$180M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$96.6M
3
ClearBridge Investments
ClearBridge Investments
New York
+$63.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$32.8M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$111M
2
AWA
Aaron Wealth Advisors
Illinois
-$71.8M
3
Capital International Investors
Capital International Investors
California
-$63.6M
4
HL
Harding Loevner
New Jersey
-$53.8M
5
Wells Fargo
Wells Fargo
California
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PBC
251
Pavion Blue Capital
California
$2.57M +$174 +1 +0%
EWA
252
Exencial Wealth Advisors
Oklahoma
$2.53M -$15.5K -89 -0.6%
CHAM
253
Clear Harbor Asset Management
Connecticut
$2.5M +$21.4K +123 +0.9%
RCM
254
Radnor Capital Management
Pennsylvania
$2.5M -$23.3K -134 -0.9%
ASN
255
Advisory Services Network
Georgia
$2.47M +$162K +928 +7%
WTC
256
WhitTier Trust Company
Nevada
$2.45M -$275K -1,578 -10%
William Blair Investment Management
257
William Blair Investment Management
Illinois
$2.44M +$2.44M +14,002 New
MC
258
Moors & Cabot
Massachusetts
$2.43M -$34.6K -199 -1%
SVWAG
259
Sound View Wealth Advisors Group
Georgia
$2.41M -$70.2K -403 -3%
SYBT
260
Stock Yards Bank & Trust
Kentucky
$2.41M +$2.06M +11,824 +583%
LNWWM
261
Laird Norton Wetherby Wealth Management
California
$2.4M -$157K -899 -6%
BG
262
Bahl & Gaynor
Ohio
$2.4M -$23.2K -133 -1%
CB
263
Commerce Bank
Missouri
$2.38M +$65K +373 +3%
MAM
264
Madison Asset Management
Wisconsin
$2.38M -$183K -1,053 -7%
HA
265
Hamel Associates
New Jersey
$2.37M -$1.18M -6,797 -33%
BZWA
266
Blue Zone Wealth Advisors
California
$2.35M -$1.74K -10 -0.1%
WC
267
Westhampton Capital
North Carolina
$2.28M +$174 +1 +0%
NIC
268
Northwest Investment Counselors
Oregon
$2.26M -$56.6K -325 -2%
CGH
269
Crossmark Global Holdings
Texas
$2.23M +$44.4K +255 +2%
IIM
270
Ipswich Investment Management
Massachusetts
$2.22M -$41.6K -239 -2%
NGA
271
Naples Global Advisors
Florida
$2.22M +$16.7K +96 +0.8%
MAM
272
Mystic Asset Management
Rhode Island
$2.21M +$109K +625 +5%
BCM
273
Brookmont Capital Management
Texas
$2.2M -$36.4K -209 -2%
WCF
274
West Coast Financial
California
$2.19M +$18.8K +108 +0.9%
OSAM
275
O'Shaughnessy Asset Management
Connecticut
$2.19M -$438K -2,517 -17%
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