DEO icon

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 %
BSA
326
Bull Street Advisors
Georgia
$1.45M – – –
LWCFA
327
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.44M -$64.4K -370 -4%
CS
328
Candriam SCA
Luxembourg
$1.44M – – –
CSPIA
329
Cary Street Partners Investment Advisory
Virginia
$1.43M +$1.03M +5,926 +257%
MGWM
330
Marks Group Wealth Management
Minnesota
$1.43M +$4.53K +26 +0.3%
PAS
331
Park Avenue Securities
New York
$1.4M +$261K +1,499 +23%
SHFA
332
SS&H Financial Advisors
Michigan
$1.4M +$17.4K +100 +1%
TCA
333
Transcend Capital Advisors
New Jersey
$1.4M -$87.6K -503 -6%
WPA
334
Winning Points Advisors
Florida
$1.38M -$52.2K -300 -4%
LA
335
LVW Advisors
New York
$1.37M -$267K -1,531 -16%
WAM
336
Weatherly Asset Management
California
$1.35M – – –
DS
337
DRW Securities
Illinois
$1.34M – – –
EIM
338
Ervin Investment Management
Washington
$1.34M -$7.01K -40 -0.5%
ISL
339
Ingalls & Snyder LLC
New York
$1.33M – – –
TFS
340
Thoroughbred Financial Services
Tennessee
$1.33M +$16.2K +93 +1%
MHS
341
M Holdings Securities
Oregon
$1.32M -$41.4K -238 -3%
ATPW
342
Ashton Thomas Private Wealth
Arizona
$1.32M +$76.3K +438 +6%
FHA
343
First Horizon Advisors
Tennessee
$1.31M +$111K +638 +9%
WA
344
Wambolt & Associates
Colorado
$1.29M +$71.4K +410 +6%
FFA
345
First Foundation Advisors
California
$1.28M -$154K -885 -11%
Chevy Chase Trust
346
Chevy Chase Trust
Maryland
$1.26M -$4.35K -25 -0.3%
PCP
347
Proficio Capital Partners
Massachusetts
$1.26M – – –
OPA
348
Old Port Advisors
Maine
$1.25M – – –
VFA
349
Valeo Financial Advisors
Indiana
$1.25M -$20.7K -550 -2%
CFM
350
Capricorn Fund Managers
United Kingdom
$1.25M -$1.33M -7,634 -52%
12 13
14
15 16