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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 %
CFA
451
CWS Financial Advisors
Michigan
$681K – – –
AUB
452
Atlantic Union Bankshares
Virginia
$679K -$109K -734 -14%
WA
453
Wealth Alliance
New York
$676K -$95.2K -638 -12%
MGWM
454
Marks Group Wealth Management
Minnesota
$675K -$95.8K -642 -12%
VT
455
Vise Technologies
New York
$675K -$10.7K -72 -2%
DWT
456
Dorsey & Whitney Trust
South Dakota
$671K -$65.9K -442 -9%
SCP
457
Shorepoint Capital Partners
Massachusetts
$668K -$15.1K -101 -2%
SPIA
458
Steward Partners Investment Advisory
New York
$667K -$1.04K -7 -0.2%
BSAM
459
Blue Square Asset Management
New York
$664K -$65.3K -438 -9%
PGWM
460
Pitti Group Wealth Management
New York
$663K +$80.5K +540 +14%
CS
461
Comerica Securities
Michigan
$661K -$43.2K -285 -6%
Squarepoint
462
Squarepoint
New York
$658K -$798K -5,351 -55%
EI
463
Ellevest Inc
New York
$653K +$314K +2,107 +93%
CCG
464
Cypress Capital Group
Florida
$653K +$5.97K +40 +0.9%
PHS
465
Pekin Hardy Strauss
Illinois
$645K +$2.39K +16 +0.4%
CA
466
Cullinan Associates
Kentucky
$641K – – –
WJWM
467
Williams Jones Wealth Management
New York
$638K -$6.71K -45 -1%
Luther King Capital Management (LKCM)
468
Luther King Capital Management (LKCM)
Texas
$637K -$7.01K -47 -1%
FMII
469
Farmers & Merchants Investments Inc
Nebraska
$633K -$134K -895 -17%
RSWM
470
Robertson Stephens Wealth Management
California
$631K +$34.8K +230 +6%
CAM
471
Columbia Asset Management
Michigan
$630K -$119K -800 -16%
CWA
472
Canvas Wealth Advisors
Kansas
$630K +$262K +1,726 +71%
EGM
473
Engineers Gate Manager
New York
$629K -$145K -973 -19%
PNAA
474
Pictet North America Advisors
Switzerland
$628K -$25.5K -171 -4%
GC
475
Grimes & Company
Massachusetts
$627K +$1.04K +7 +0.2%
17 18
19
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