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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
Financial Gravity Asset Management
Texas
$85.2M
2
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$121M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$98.3M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$491M
2
Corient Private Wealth
Corient Private Wealth
Florida
$12.5M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
4
Natixis Advisors
Natixis Advisors
Massachusetts
$61.8M
5
AFIA
America First Investment Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
401
Aberdeen Wealth Management
Illinois
$878K -$19.4K -130 -2%
QCM
402
QRG Capital Management
Illinois
$875K +$875K +5,862 New
LC
403
Lindbrook Capital
California
$870K -$20K -134 -2%
FFWA
404
FRG Family Wealth Advisors
Washington
$864K -$20.9K -140 -2%
PAS
405
Park Avenue Securities
New York
$862K +$862K +5,778 New
CA
406
Clearstead Advisors
Ohio
$856K +$606K +4,061 +243%
HWA
407
Heritage Wealth Advisors
Virginia
$848K +$127K +848 +18%
BSB
408
Bangor Savings Bank
Maine
$842K +$16.4K +110 +2%
TNA
409
True North Advisors
Texas
$841K – – –
TIAA Trust, National Association
410
TIAA Trust, National Association
North Carolina
$838K +$838K +5,620 New
BFEC
411
Benjamin F. Edwards & Company
Missouri
$837K -$2.24K -15 -0.3%
EFMC
412
Empire Financial Management Company
New York
$831K -$11.6K -78 -1%
BBI
413
Baxter Bros Inc
Connecticut
$828K -$134K -900 -14%
SWS
414
SYSTM Wealth Solutions
Illinois
$818K -$539K -3,610 -40%
BWM
415
BCGM Wealth Management
Indiana
$810K -$96.5K -647 -11%
PCM
416
Palisade Capital Management
New Jersey
$810K -$3.26M -21,865 -80%
QT
417
Quantamental Technologies
New York
$809K +$809K +5,422 New
CFB
418
Cullen/Frost Bankers
Texas
$804K -$53.7K -360 -6%
HCA
419
Harbour Capital Advisors
Virginia
$802K +$63.4K +425 +9%
LFAS
420
Level Four Advisory Services
Texas
$792K -$27.9K -187 -3%
NME
421
Notis-McConarty Edward
$791K -$74.6K -500 -9%
BTWM
422
Baker Tilly Wealth Management
Wisconsin
$787K -$1M -6,711 -56%
PSP
423
Principal Street Partners
Tennessee
$784K +$397K +2,664 +103%
TA
424
Tiedemann Advisors
New York
$780K +$23.1K +152 +3%
RhumbLine Advisers
425
RhumbLine Advisers
Massachusetts
$775K +$9.7K +65 +1%
15 16
17
18 19