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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 %
RIA
501
Realta Investment Advisors
Delaware
$571K -$196K -1,128 -26%
WSTAM
502
Wilbanks Smith & Thomas Asset Management
Virginia
$569K -$8.95K -60 -2%
GT
503
Glenview Trust
Kentucky
$564K +$4.63K +31 +0.8%
SFA
504
Sequoia Financial Advisors
Ohio
$563K -$176K -1,179 -24%
AA
505
Ancora Advisors
Ohio
$561K +$4.48K +30 +0.8%
ECM
506
Evergreen Capital Management
Washington
$556K -$209K -1,368 -27%
KSWA
507
Kathleen S. Wright Associates
Pennsylvania
$554K +$59.7K +400 +12%
AF
508
Affiance Financial
Minnesota
$552K – – –
Deutsche Bank
509
Deutsche Bank
Germany
$550K +$25.2K +169 +5%
TYCC
510
Texas Yale Capital Corp
Florida
$545K – – –
DI
511
DFPG Investments
Utah
$544K -$309K -1,930 -36%
Nuveen Asset Management
512
Nuveen Asset Management
Illinois
$541K – – –
MA
513
Mutual Advisors
Nebraska
$540K -$13.9K -93 -3%
GS
514
GTS Securities
New York
$530K +$530K +3,556 New
LMKC
515
L.M. Kohn & Company
Ohio
$527K +$7.46K +50 +1%
WI
516
WrapManager Inc
California
$526K -$33.1K -222 -6%
HSA
517
HBK Sorce Advisory
Pennsylvania
$522K -$23.7K -159 -4%
WPA
518
Winning Points Advisors
Florida
$518K -$93.5K -624 -15%
QCG
519
Quadrant Capital Group
Ohio
$517K -$161K -1,078 -24%
AP
520
Americana Partners
Texas
$510K +$70.6K +473 +16%
9WM
521
9258 Wealth Management
Ohio
$505K -$4.77K -32 -0.9%
FG
522
Fiduciary Group
Georgia
$504K – – –
QCM
523
Quantinno Capital Management
New York
$502K -$284K -1,904 -36%
RCAG
524
Rehmann Capital Advisory Group
Michigan
$501K -$17.5K -117 -3%
FFA
525
Fragasso Financial Advisors
Pennsylvania
$499K -$45.7K -306 -8%
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