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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 %
FNC
601
First National Corp
Massachusetts
$331K -$25.1K -168 -7%
CPIG
602
Chicago Partners Investment Group
Illinois
$330K +$9.14K +60 +3%
HJGA
603
Hardman Johnston Global Advisors
Connecticut
$328K – – –
LNC
604
Lincoln National Corp
Pennsylvania
$328K +$40.9K +274 +14%
SCM
605
Shelton Capital Management
Colorado
$327K – – –
JFG
606
Jefferies Financial Group
New York
$326K +$326K +2,188 New
NAM
607
NTV Asset Management
West Virginia
$324K – – –
CL
608
Choreo LLC
Illinois
$324K -$26.3K -174 -8%
BCA
609
Bay Colony Advisors
Massachusetts
$324K +$78.2K +524 +32%
NHC
610
Nicholas Hoffman & Company
Georgia
$322K +$1.94K +13 +0.6%
AWA
611
Arete Wealth Advisors
Illinois
$321K +$321K +2,151 New
JWCA
612
J.W. Cole Advisors
Florida
$319K +$28.9K +194 +10%
SIA
613
Schechter Investment Advisors
Michigan
$319K +$21.3K +143 +7%
CCA
614
Cobblestone Capital Advisors
New York
$319K -$357K -2,394 -53%
TSS
615
Two Sigma Securities
New York
$318K -$352K -2,357 -53%
AWM
616
Aries Wealth Management
Maine
$317K +$2.91K +19 +0.9%
ACA
617
Aptus Capital Advisors
Alabama
$317K +$7.46K +50 +2%
ST
618
Spinnaker Trust
Maine
$316K +$316K +2,118 New
FC
619
Fusion Capital
South Carolina
$316K – – –
DP
620
Dearborn Partners
Illinois
$315K -$55.6K -373 -15%
DA
621
Doliver Advisors
Texas
$313K +$18.2K +122 +6%
STA
622
Summit Trail Advisors
New York
$312K -$4.86K -32 -2%
TA
623
TFG Advisers
Michigan
$310K -$3.58K -24 -1%
AFM
624
Abbot Financial Management
Massachusetts
$310K – – –
GBT
625
Grove Bank & Trust
Florida
$309K +$1.04K +7 +0.3%
23 24
25
26 27