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Diageo
DEO

Overview Fund Activity

965 hedge funds and large institutions have $8.82B invested in Diageo in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 337 increasing their positions, 347 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
-31
Holders Change %
-3.11%
% of All Funds
16.69%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
56
Increased
337
Reduced
347
Closed
71
Calls
$60.6M
Puts
$35.1M
Net Calls
+$25.6M
Net Calls Change
+$44.1M

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$211M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$543M
3
Goldman Sachs
3
Goldman Sachs
New York
$115M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$131M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$124M

Top Sellers

1
AC
1
AKO Capital
United Kingdom
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$1.74M
3
HL
3
Harding Loevner
New Jersey
$280K
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
YCM
301
Yousif Capital Management
Michigan
$1.62M +$95.1K +560 +6%
PM
302
Phraction Management
Connecticut
$1.61M -$382K -2,250 -19%
HLOC
303
H.L. Ormond & Company
North Carolina
$1.61M +$25.8K +152 +2%
DA
304
Dillon & Associates
Michigan
$1.6M -$79.4K -467 -5%
VPIM
305
Vanguard Personalized Indexing Management
California
$1.59M +$545K +3,211 +52%
WF
306
Welch & Forbes
Massachusetts
$1.57M – – –
CTFG
307
Capstone Triton Financial Group
Oklahoma
$1.56M +$8.66K +51 +0.6%
CT
308
Colonial Trust
South Carolina
$1.55M +$1.55M +9,096 New
GAM
309
Griffin Asset Management
New York
$1.54M – – –
Toronto Dominion Bank
310
Toronto Dominion Bank
Ontario, Canada
$1.54M – – –
FPCM
311
Financial Partners Capital Management
New York
$1.53M +$1.7K +10 +0.1%
LF
312
Lantz Financial
Illinois
$1.52M +$3.4K +20 +0.2%
EPAM
313
Euro Pacific Asset Management
Puerto Rico
$1.52M -$1.12M -6,540 -42%
DADC
314
D.A. Davidson & Co
Montana
$1.52M -$3.74K -22 -0.2%
LWAC
315
Laurel Wealth Advisors (California)
California
$1.52M +$31.1K +183 +2%
State Street
316
State Street
Massachusetts
$1.48M -$226K -1,315 -13%
FBT
317
First Bankers Trust
Kentucky
$1.47M +$14.4K +85 +1%
Cerity Partners
318
Cerity Partners
New York
$1.47M -$51.8K -304 -3%
AUB
319
Atlantic Union Bankshares
Virginia
$1.46M -$236K -1,389 -14%
SI
320
Stephens Inc
Arkansas
$1.46M -$41.8K -246 -3%
PAS
321
Park Avenue Securities
New York
$1.46M +$88.7K +522 +6%
WANY
322
Wealthspire Advisors (New York)
New York
$1.43M +$18.5K +109 +1%
AC
323
Addison Capital
Pennsylvania
$1.41M -$17.8K -105 -1%
BSA
324
Bull Street Advisors
Georgia
$1.41M – – –
LWCFA
325
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.41M -$679 -4 -0%
11 12
13
14 15