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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Westfield Capital Management
26
Westfield Capital Management
Massachusetts
$73.9M 495,284 +8,726 +2%
Public Employees Retirement Association of Colorado
27
Public Employees Retirement Association of Colorado
Colorado
$72.1M 483,262 -15,104 -3%
Kovitz Investment Group Partners
28
Kovitz Investment Group Partners
Illinois
$70.9M 474,974 +27,514 +6%
First Trust Advisors
29
First Trust Advisors
Illinois
$65.1M 436,427 +19,911 +5%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$64.5M 432,223 +32,928 +8%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$63M 422,116 +43,199 +11%
BlackRock
32
BlackRock
New York
$62.5M 418,954 -20,002 -5%
Stifel Financial
33
Stifel Financial
Missouri
$61.8M 414,495 +2,405 +0.6%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$61.8M 414,246 -143,259 -26%
Northern Trust
35
Northern Trust
Illinois
$56.5M 378,527 -9,053 -2%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$52.8M 353,619 +59,597 +20%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48M 321,606 +97,414 +43%
GI
38
GAMCO Investors
Connecticut
$46.4M 311,206 -38,130 -11%
Fisher Asset Management
39
Fisher Asset Management
Washington
$35.1M 235,474 -293 -0.1%
Berkshire Hathaway
40
Berkshire Hathaway
Nebraska
$34M 227,750 – –
CIM
41
Corda Investment Management
Texas
$33.8M 226,678 -10 -0%
SC
42
Scotia Capital
Ontario, Canada
$29.6M 198,546 +22,987 +13%
CQS
43
Credential Qtrade Securities
$29.5M 198,006 +49,785 +34%
GD
44
Grandfield & Dodd
New York
$29.5M 197,757 +2,278 +1%
Franklin Resources
45
Franklin Resources
California
$25M 167,291 -1,447 -0.9%
Jane Street
46
Jane Street
New York
$24.7M 165,618 +72,630 +78%
Citadel Advisors
47
Citadel Advisors
Florida
$23.9M 160,442 -94,544 -37%
HNB
48
Huntington National Bank
Ohio
$23.8M 159,375 -56,994 -26%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$23.8M 159,298 +1,355 +0.9%
HighTower Advisors
50
HighTower Advisors
Illinois
$23.2M 155,710 -2,737 -2%
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