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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 %
KFP
376
KMG Fiduciary Partners
Ohio
$1.01M -$81.3K -545 -7%
TC
377
Telemus Capital
Michigan
$1M -$347K -2,326 -26%
GCM
378
Galibier Capital Management
Ontario, Canada
$1,000K – – –
Allspring Global Investments
379
Allspring Global Investments
North Carolina
$999K -$16.1K -108 -2%
JPWM
380
Jamison Private Wealth Management
Georgia
$994K +$994K +6,662 New
S
381
SignatureFD
Georgia
$966K +$35.8K +240 +4%
CHJWM
382
Carlton Hofferkamp & Jenks Wealth Management
Texas
$963K +$4.77K +31 +0.5%
JIC
383
Joel Isaacson & Co
New York
$961K – – –
PIM
384
Penobscot Investment Management
Massachusetts
$953K +$740K +4,952 +348%
FFS
385
Founders Financial Securities
Maryland
$943K +$237K +1,586 +33%
BCM
386
Brasada Capital Management
Texas
$941K -$134K -881 -12%
VF
387
Virtu Financial
New York
$939K +$219K +1,465 +30%
Janus Henderson Group
388
Janus Henderson Group
United Kingdom
$936K -$180K -1,209 -16%
DADC
389
D.A. Davidson & Co
Montana
$935K +$61K +409 +7%
VVP
390
Venture Visionary Partners
Ohio
$930K -$16.3K -109 -2%
SHFA
391
SS&H Financial Advisors
Michigan
$925K +$925K +6,200 New
CNBT
392
Canandaigua National Bank & Trust
New York
$915K -$6.27K -42 -0.7%
KFGK
393
Keystone Financial Group (Kentucky)
Kentucky
$915K +$55.2K +370 +6%
CWM
394
Compass Wealth Management
Connecticut
$913K – – –
UB
395
UMB Bank
Missouri
$909K -$12.8K -86 -1%
Fiera Capital (Canada)
396
Fiera Capital (Canada)
Quebec, Canada
$909K +$92.9K +623 +11%
RPC
397
Rossmore Private Capital
Connecticut
$902K – – –
RIA
398
Regal Investment Advisors
Michigan
$901K +$337K +2,256 +60%
HFM
399
Hartford Financial Management
Connecticut
$895K – – –
IWM
400
Iams Wealth Management
Nebraska
$890K +$890K +5,969 New
14 15
16
17 18