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

Top Sellers

1
AC
AKO Capital
United Kingdom
$0
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.74M
3
HL
Harding Loevner
New Jersey
$280K
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
351
Bangor Savings Bank
Maine
$1.21M +$22.2K +131 +2%
SIM
352
Sterling Investment Management
Arizona
$1.2M +$177K +1,043 +17%
Chevy Chase Trust
353
Chevy Chase Trust
Maryland
$1.2M -$34K -200 -3%
VFA
354
Valeo Financial Advisors
Indiana
$1.19M -$5.32K -147 -0.4%
AAS
355
Avantax Advisory Services
Texas
$1.18M +$192K +1,132 +19%
HI
356
Horizon Investments
North Carolina
$1.17M +$158K +931 +16%
AWP
357
Accretive Wealth Partners
New Jersey
$1.17M +$10.5K +62 +0.9%
FHA
358
First Horizon Advisors
Tennessee
$1.16M -$116K -684 -9%
BBI
359
Baxter Bros Inc
Connecticut
$1.16M -$12.7K -75 -1%
API
360
Advisor Partners II
California
$1.15M +$1.15M +6,757 New
TF
361
TIAA FSB
Florida
$1.15M -$61.3K -361 -5%
SWP
362
Stratos Wealth Partners
Ohio
$1.15M +$30.2K +178 +3%
FFA
363
First Foundation Advisors
California
$1.14M -$99.4K -585 -8%
RC
364
Roundview Capital
New Jersey
$1.13M +$16.3K +96 +1%
KSWA
365
Kathleen S. Wright Associates
Pennsylvania
$1.12M +$151K +890 +16%
DBRC
366
D.B. Root & Company
Pennsylvania
$1.12M +$5.94K +35 +0.5%
CIP
367
Capital Insight Partners
Arizona
$1.12M -$24.6K -145 -2%
SIG
368
Stonegate Investment Group
Alabama
$1.12M +$30.9K +182 +3%
VVP
369
Venture Visionary Partners
Ohio
$1.09M +$848 +5 +0.1%
JIC
370
Joel Isaacson & Co
New York
$1.09M – – –
SF
371
Summit Financial
New Jersey
$1.09M +$191K +1,108 +21%
RPC
372
Rossmore Private Capital
Connecticut
$1.07M – – –
FFWA
373
FRG Family Wealth Advisors
Washington
$1.06M – – –
LC
374
Lindbrook Capital
California
$1.06M +$41.4K +244 +4%
AWM
375
Aberdeen Wealth Management
Illinois
$1.05M – – –
13 14
15
16 17