DEO icon

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 %
FBT
301
First Bankers Trust
Kentucky
$1.71M +$45.6K +306 +3%
QT
302
Quantbot Technologies
New York
$1.71M -$1.08M -7,207 -39%
GWM
303
GSB Wealth Management
Connecticut
$1.7M – – –
VPIM
304
Vanguard Personalized Indexing Management
California
$1.67M +$208K +1,391 +14%
NA
305
NewEdge Advisors
Louisiana
$1.65M +$148K +990 +10%
HI
306
Horizon Investments
North Carolina
$1.64M +$200K +1,339 +14%
FC
307
FORA Capital
Florida
$1.63M +$321K +2,153 +25%
SI
308
Stephens Inc
Arkansas
$1.61M +$63.1K +423 +4%
GFS
309
GYL Financial Synergies
Connecticut
$1.59M +$56.2K +377 +4%
LCAM
310
London & Capital Asset Management
United Kingdom
$1.58M +$1.58M +10,594 New
ACM
311
Aquatic Capital Management
Illinois
$1.57M -$358K -2,400 -19%
OPA
312
Old Port Advisors
Maine
$1.56M +$1.56M +10,431 New
API
313
Advisor Partners II
California
$1.55M -$991K -6,642 -39%
TCM
314
Tandem Capital Management
New Jersey
$1.54M – – –
Toronto Dominion Bank
315
Toronto Dominion Bank
Ontario, Canada
$1.51M +$98.2K +658 +7%
MOS
316
MGO One Seven
Ohio
$1.5M -$28K -188 -2%
SC
317
SouthState Corp
Florida
$1.5M +$3.43K +23 +0.2%
CT
318
Colonial Trust
South Carolina
$1.47M +$9.7K +65 +0.7%
Jones Financial Companies
319
Jones Financial Companies
Missouri
$1.45M -$276K -1,849 -16%
RJT
320
Raymond James Trust
Florida
$1.45M +$5.97K +40 +0.4%
TFS
321
Thoroughbred Financial Services
Tennessee
$1.44M +$299K +2,007 +26%
AWS
322
Atria Wealth Solutions
New York
$1.43M +$311K +2,060 +28%
HT
323
Headlands Technologies
Illinois
$1.42M +$488K +3,269 +52%
AM
324
AGF Management
Ontario, Canada
$1.42M +$755K +5,060 +113%
WANY
325
Wealthspire Advisors (New York)
New York
$1.41M +$173K +1,157 +14%
11 12
13
14 15