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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 %
AT
476
Arden Trust
Delaware
$625K -$1.02M -6,804 -62%
SIAP
477
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$622K – – –
AWM
478
Apollon Wealth Management
South Carolina
$620K -$119K -798 -16%
CA
479
Cetera Advisors
Colorado
$618K +$24.3K +163 +4%
PA
480
Probity Advisors
Texas
$618K -$55.9K -375 -8%
MSFS
481
Main Street Financial Solutions
Pennsylvania
$616K -$51.2K -343 -8%
EFS
482
Essex Financial Services
Connecticut
$614K -$11.2K -75 -2%
HCM
483
Highlander Capital Management
New Jersey
$604K +$44.7K +300 +8%
SPC
484
Sigma Planning Corp
Michigan
$603K -$84.9K -569 -12%
Prudential Financial
485
Prudential Financial
New Jersey
$602K -$114K -766 -16%
FNT
486
First National Trust
Pennsylvania
$599K – – –
IAS
487
Insigneo Advisory Services
Florida
$596K +$34K +224 +6%
PA
488
Parallel Advisors
California
$591K -$1.79K -12 -0.3%
CG
489
Caprock Group
Idaho
$589K +$9.55K +63 +2%
Wolverine Trading
490
Wolverine Trading
Illinois
$588K +$22.5K +151 +4%
AC
491
Addison Capital
Pennsylvania
$586K -$2.98K -20 -0.5%
NFGCM
492
Norman Fields Gottscho Capital Management
New York
$586K – – –
WA1
493
Wimmer Associates 1
California
$585K +$14.9K +100 +3%
SW
494
SVB Wealth
Massachusetts
$584K -$134K -895 -19%
IFS
495
Intelligent Financial Strategies
Minnesota
$581K -$136K -893 -19%
EVM
496
Evelyn V. Moreno
$579K – – –
FTDI
497
First Trust Direct Indexing
Massachusetts
$577K -$71.3K -478 -11%
BCM
498
Barden Capital Management
Texas
$574K +$18.8K +126 +3%
SWM
499
Salvus Wealth Management
New Jersey
$573K +$5.52K +37 +1%
SCI
500
Stableford Capital II
Arizona
$571K – – –
18 19
20
21 22