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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 %
BRWA
351
B. Riley Wealth Advisors
Florida
$1.21M -$246K -1,621 -17%
EPAM
352
Euro Pacific Asset Management
Puerto Rico
$1.19M -$34.4K -227 -3%
BSA
353
Bull Street Advisors
Georgia
$1.17M – – –
DWP
354
Daymark Wealth Partners
Ohio
$1.16M +$242K +1,620 +26%
HWM
355
HB Wealth Management
Georgia
$1.16M +$149 +1 +0%
APWM
356
Atlas Private Wealth Management
New York
$1.16M +$78.9K +529 +7%
CIP
357
Capital Insight Partners
Arizona
$1.15M +$80.4K +539 +8%
FHA
358
First Horizon Advisors
Tennessee
$1.15M +$1.49K +10 +0.1%
DBRC
359
D.B. Root & Company
Pennsylvania
$1.14M +$19.5K +131 +2%
AAS
360
Avantax Advisory Services
Texas
$1.14M +$14.3K +96 +1%
FA
361
FDx Advisors
Illinois
$1.13M -$680K -4,559 -38%
PGFC
362
Peapack-Gladstone Financial Corp
New Jersey
$1.13M -$53.4K -358 -5%
CSPIA
363
Cary Street Partners Investment Advisory
Virginia
$1.12M +$91.9K +616 +9%
WAM
364
Weatherly Asset Management
California
$1.11M – – –
AWP
365
Accretive Wealth Partners
New Jersey
$1.1M +$7.91K +53 +0.7%
MSS
366
Mitchell Sinkler & Starr
Pennsylvania
$1.09M +$314K +2,103 +40%
SWP
367
Stratos Wealth Partners
Ohio
$1.09M +$246K +1,652 +29%
ISL
368
Ingalls & Snyder LLC
New York
$1.07M -$41K -275 -4%
TCA
369
Transcend Capital Advisors
New Jersey
$1.06M -$14.2K -95 -1%
MCCA
370
Mill Creek Capital Advisors
Pennsylvania
$1.06M +$5.52K +37 +0.5%
CW
371
Connectus Wealth
Ohio
$1.05M +$242K +1,625 +30%
LWCFA
372
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.05M -$197K -1,250 -16%
PCP
373
Proficio Capital Partners
Massachusetts
$1.04M -$1.19K -8 -0.1%
WFG
374
Wills Financial Group
Virginia
$1.02M -$14K -94 -1%
SF
375
Summit Financial
New Jersey
$1.02M +$61K +402 +6%
13 14
15
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