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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 %
RWA
276
Roberts Wealth Advisors
California
$2.01M +$17.2K +112 +0.9%
MC
277
Moors & Cabot
Massachusetts
$2.01M -$13.1K -88 -0.6%
Envestnet Portfolio Solutions
278
Envestnet Portfolio Solutions
Illinois
$1.99M +$1.99M +13,363 New
BCM
279
Brookmont Capital Management
Texas
$1.96M -$11.5K -77 -0.6%
WTC
280
WhitTier Trust Company
Nevada
$1.95M -$55.3K -371 -3%
SYBT
281
Stock Yards Bank & Trust
Kentucky
$1.95M -$92.5K -620 -5%
WC
282
Westhampton Capital
North Carolina
$1.95M – – –
MAM
283
Madison Asset Management
Wisconsin
$1.93M -$316K -2,120 -14%
RCM
284
Radnor Capital Management
Pennsylvania
$1.92M -$234K -1,567 -11%
CG
285
Colony Group
Massachusetts
$1.91M -$1.54M -10,308 -45%
NIC
286
Northwest Investment Counselors
Oregon
$1.9M -$23.1K -155 -1%
BG
287
Bahl & Gaynor
Ohio
$1.9M -$142K -950 -7%
IIM
288
Ipswich Investment Management
Massachusetts
$1.89M -$25.4K -170 -1%
MAM
289
Mystic Asset Management
Rhode Island
$1.87M +$26.1K +175 +1%
BFO
290
Boston Family Office
Massachusetts
$1.87M -$49.2K -330 -3%
AAM
291
Auxier Asset Management
Oregon
$1.86M +$89.5K +600 +5%
RB
292
Rodgers Brothers
Pennsylvania
$1.84M – – –
SFG
293
Sather Financial Group
Texas
$1.82M -$644K -4,315 -26%
PWMAG
294
Pinnacle Wealth Management Advisory Group
New Jersey
$1.81M +$4.18K +28 +0.2%
PVI
295
Pine Valley Investments
New Jersey
$1.81M +$44.8K +300 +3%
OSAM
296
O'Shaughnessy Asset Management
Connecticut
$1.81M -$216K -1,449 -11%
HA
297
Hamel Associates
New Jersey
$1.81M -$149K -1,000 -8%
WCF
298
West Coast Financial
California
$1.77M -$27.3K -183 -2%
PA
299
Procyon Advisors
Connecticut
$1.77M +$1.12M +7,485 +170%
PFO
300
Pathstone Family Office
New Jersey
$1.73M +$700K +4,637 +68%
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