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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 %
WT
251
Whittier Trust
California
$2.32M -$229K -1,537 -9%
CC
252
Courier Capital
New York
$2.29M -$14.9K -100 -0.6%
WIC
253
Woodmont Investment Counsel
Tennessee
$2.27M -$95.5K -640 -4%
TPCM
254
Templeton & Phillips Capital Management
Tennessee
$2.24M -$19.4K -130 -0.9%
BPA
255
Beacon Pointe Advisors
California
$2.24M +$383K +2,568 +21%
HCMT
256
Highland Capital Management (Tennessee)
Tennessee
$2.23M +$18.6K +125 +0.8%
NW
257
NewEdge Wealth
Pennsylvania
$2.22M -$388K -2,604 -15%
CWP
258
Cyndeo Wealth Partners
Florida
$2.22M -$822K -5,510 -27%
BHPW
259
Beverly Hills Private Wealth
California
$2.2M -$2.24M -15,030 -50%
MFFIA
260
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.19M +$17K +114 +0.8%
SVWAG
261
Sound View Wealth Advisors Group
Georgia
$2.17M +$45.1K +302 +2%
Bessemer Group
262
Bessemer Group
New Jersey
$2.16M -$1.06M -7,114 -33%
AIM
263
Aigen Investment Management
New York
$2.14M +$1.71M +11,482 +399%
CHAM
264
Clear Harbor Asset Management
Connecticut
$2.13M +$8.06K +54 +0.4%
CAN
265
Cetera Advisor Networks
California
$2.13M -$18.2K -122 -0.8%
OC
266
Oppenheimer & Co
New York
$2.13M -$36.3K -243 -2%
LKIM
267
Lawson Kroeker Investment Management
Nebraska
$2.11M – – –
PAG
268
Private Advisor Group
New Jersey
$2.11M +$448 +3 +0%
LCM
269
Logan Capital Management
Pennsylvania
$2.1M +$95.9K +643 +5%
Dodge & Cox
270
Dodge & Cox
California
$2.08M – – –
ASN
271
Advisory Services Network
Georgia
$2.05M -$55.3K -371 -3%
UBS AM
272
UBS AM
Illinois
$2.03M -$705K -4,724 -26%
VAS
273
Vestmark Advisory Solutions
Massachusetts
$2.02M -$3M -20,079 -60%
Cetera Investment Advisers
274
Cetera Investment Advisers
Illinois
$2.02M +$25.5K +171 +1%
CB
275
Commerce Bank
Missouri
$2.01M +$35.8K +240 +2%
9 10
11
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