DEO icon

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 %
Lido Advisors
426
Lido Advisors
California
$775K -$43.1K -289 -5%
RFC
427
Regions Financial Corp
Alabama
$773K -$12.4K -83 -2%
TPWM
428
Twelve Points Wealth Management
Massachusetts
$771K -$79.2K -531 -9%
CAS
429
Coppell Advisory Solutions
Texas
$766K -$145K -816 -16%
VCA
430
Verdence Capital Advisors
Maryland
$763K +$76.7K +514 +11%
AO
431
Advisor OS
Illinois
$762K +$75.8K +508 +11%
Pacer Advisors
432
Pacer Advisors
Pennsylvania
$758K +$28.3K +190 +4%
MPPW
433
Mitchell & Pahl Private Wealth
Oklahoma
$756K +$72.9K +489 +11%
SCA
434
Sandy Cove Advisors
Massachusetts
$753K – – –
BMCM
435
Bryn Mawr Capital Management
Pennsylvania
$745K +$745K +4,995 New
LA
436
LVW Advisors
New York
$744K -$37.9K -254 -5%
OAM
437
Occidental Asset Management
California
$739K -$16.4K -110 -2%
PCM
438
Parsons Capital Management
Rhode Island
$738K – – –
RWM
439
Ritholtz Wealth Management
New York
$734K -$67K -449 -8%
KWA
440
KCS Wealth Advisory
California
$733K +$207K +1,388 +39%
Asset Management One
441
Asset Management One
Japan
$731K -$30.4K -204 -4%
JCM
442
Jacobi Capital Management
Pennsylvania
$730K +$41.6K +279 +6%
AWM
443
AE Wealth Management
Kansas
$721K -$14.9K -100 -2%
BP
444
Ballentine Partners
Massachusetts
$717K +$249K +1,667 +53%
JIC
445
Johnson Investment Counsel
Ohio
$708K +$158K +1,056 +29%
TD Asset Management
446
TD Asset Management
Ontario, Canada
$698K +$11.5K +77 +2%
Chevy Chase Trust
447
Chevy Chase Trust
Maryland
$694K -$33.3K -223 -5%
BDS
448
Banco de Sabadell
Florida
$694K -$25.2K -169 -4%
MLL
449
Moody Lynn & Lieberson
Massachusetts
$686K -$16.7K -112 -2%
GT
450
Greenleaf Trust
Michigan
$685K +$104K +696 +18%
16 17
18
19 20