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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 %
NME
376
Notis-McConarty Edward
$1.11M – – –
SIG
377
Stonegate Investment Group
Alabama
$1.11M +$139K +801 +14%
KWA
378
KCS Wealth Advisory
California
$1.11M -$526K -3,023 -32%
EAM
379
Eagle Asset Management
Florida
$1.11M -$77.5K -445 -7%
RPC
380
Rossmore Private Capital
Connecticut
$1.1M -$2.26K -13 -0.2%
FFWA
381
FRG Family Wealth Advisors
Washington
$1.09M – – –
BWM
382
BCGM Wealth Management
Indiana
$1.08M +$11.3K +59 +1%
AWM
383
Aberdeen Wealth Management
Illinois
$1.08M +$174 +1 +0%
VPIM
384
Vanguard Personalized Indexing Management
California
$1.07M +$5.74K +33 +0.5%
TPWM
385
Twelve Points Wealth Management
Massachusetts
$1.06M -$4.53K -26 -0.4%
SIM
386
Sterling Investment Management
Arizona
$1.05M -$73.6K -423 -7%
QI
387
Qtron Investments
Massachusetts
$1.05M +$336K +1,930 +47%
HFM
388
Hartford Financial Management
Connecticut
$1.05M – – –
LC
389
Lindbrook Capital
California
$1.04M -$121K -698 -10%
HI
390
Horizon Investments
North Carolina
$1.04M -$337K -1,932 -24%
SBH
391
Segall Bryant & Hamill
Illinois
$1.04M +$10.4K +60 +1%
RPCONE
392
Retirement Planning Company of New England
Rhode Island
$1.03M -$348 -2 -0%
PA
393
Probity Advisors
Texas
$1.02M -$13.2K -76 -1%
EVM
394
Evelyn V. Moreno
$1.02M +$300K +1,723 +42%
S
395
SignatureFD
Georgia
$1.02M -$61K -350 -6%
AAS
396
Avantax Advisory Services
Texas
$1.02M +$92.1K +529 +10%
NW
397
Naviter Wealth
Arkansas
$1.01M +$1.01M +5,826 New
AWS
398
Atria Wealth Solutions
New York
$1.01M +$174K +998 +21%
AFM
399
Abbot Financial Management
Massachusetts
$997K – – –
KSWA
400
Kathleen S. Wright Associates
Pennsylvania
$997K – – –
14 15
16
17 18