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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 %
SFO
326
Stokes Family Office
Louisiana
$1.41M -$893K -5,984 -39%
CNBTD
327
Citizens National Bank Trust Department
Mississippi
$1.4M -$23.9K -160 -2%
RC
328
Roundview Capital
New Jersey
$1.38M +$27.3K +183 +2%
SF
329
Synovus Financial
Georgia
$1.38M +$13.3K +89 +1%
YCM
330
Yousif Capital Management
Michigan
$1.38M -$36.5K -245 -3%
CTFG
331
Capstone Triton Financial Group
Oklahoma
$1.37M +$85.2K +571 +7%
WF
332
Welch & Forbes
Massachusetts
$1.36M -$1.19K -8 -0.1%
LF
333
Lantz Financial
Illinois
$1.33M -$37.4K -251 -3%
DA
334
Dillon & Associates
Michigan
$1.32M -$30.6K -205 -2%
ATPW
335
Ashton Thomas Private Wealth
Arizona
$1.31M -$23.7K -159 -2%
MWM
336
Modera Wealth Management
New Jersey
$1.31M -$35.4K -237 -3%
RPCONE
337
Retirement Planning Company of New England
Rhode Island
$1.3M +$439K +2,946 +51%
MIM
338
Meixler Investment Management
Arizona
$1.29M +$654K +4,386 +102%
Susquehanna International Group
339
Susquehanna International Group
Pennsylvania
$1.29M -$9.11M -61,078 -88%
WA
340
Wambolt & Associates
Colorado
$1.27M +$78.9K +536 +7%
NW
341
Naviter Wealth
Arkansas
$1.26M +$14K +92 +1%
SIG
342
Stonegate Investment Group
Alabama
$1.26M +$30K +201 +2%
CGH
343
Crossmark Global Holdings
Texas
$1.26M -$43.8K -287 -3%
GC
344
Guggenheim Capital
Illinois
$1.25M +$14.9K +100 +1%
AW
345
Alaethes Wealth
Nevada
$1.25M -$39.2K -263 -3%
VFA
346
Valeo Financial Advisors
Indiana
$1.25M -$20.6K -565 -2%
WCM
347
Wunderlich Capital Managemnt
Tennessee
$1.25M +$4.48K +30 +0.4%
State Street
348
State Street
Massachusetts
$1.25M – – –
CA
349
CoreCap Advisors
Michigan
$1.21M +$36K +241 +3%
GAM
350
Griffin Asset Management
New York
$1.21M -$98.3K -659 -8%
12 13
14
15 16