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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 %
NW
376
Naviter Wealth
Arkansas
$1.05M +$44.6K +259 +4%
Prudential Financial
377
Prudential Financial
New Jersey
$1.05M -$135K -795 -11%
BF
378
BOK Financial
Oklahoma
$1.04M -$81.3K -479 -7%
CHJWM
379
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.04M -$24.6K -150 -2%
BL
380
Balentine LLC
Georgia
$1.04M +$178K +1,047 +21%
NME
381
Notis-McConarty Edward
$1.04M -$51K -300 -5%
TPWM
382
Twelve Points Wealth Management
Massachusetts
$1.03M +$1.19K +7 +0.1%
QI
383
Qtron Investments
Massachusetts
$1.02M – – –
HFM
384
Hartford Financial Management
Connecticut
$1.02M – – –
UB
385
UMB Bank
Missouri
$1.02M -$134K -787 -12%
FTDI
386
First Trust Direct Indexing
Massachusetts
$1.01M +$150K +883 +17%
WPA
387
Winning Points Advisors
Florida
$998K -$338K -2,000 -25%
RPCONE
388
Retirement Planning Company of New England
Rhode Island
$998K -$1.36K -8 -0.1%
BWM
389
BCGM Wealth Management
Indiana
$996K +$62.5K +378 +7%
SBH
390
Segall Bryant & Hamill
Illinois
$993K -$23K -135 -2%
CA
391
CoreCap Advisors
Michigan
$990K +$105K +616 +12%
MGWM
392
Marks Group Wealth Management
Minnesota
$975K -$421K -2,481 -30%
KFGK
393
Keystone Financial Group (Kentucky)
Kentucky
$969K +$37.7K +222 +4%
CFB
394
Cullen/Frost Bankers
Texas
$968K +$87K +512 +10%
PNAA
395
Pictet North America Advisors
Switzerland
$960K -$8.66K -51 -0.9%
RWM
396
Ritholtz Wealth Management
New York
$955K +$26.8K +158 +3%
Bessemer Group
397
Bessemer Group
New Jersey
$954K +$251K +1,476 +36%
EVM
398
Evelyn V. Moreno
$951K -$42.4K -250 -4%
AWM
399
Apollon Wealth Management
South Carolina
$946K +$80K +471 +9%
BPC
400
Banque Pictet & Cie
Switzerland
$944K -$8.66K -51 -0.9%
14 15
16
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