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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 %
KIA
626
KCM Investment Advisors
California
$309K +$28.2K +189 +10%
LCWP
627
Legacy Capital Wealth Partners
Arkansas
$309K +$309K +2,069 New
PP
628
PDS Planning
Ohio
$308K -$4.33K -29 -1%
SS
629
Simplicity Solutions
Minnesota
$308K -$32.5K -218 -10%
BFG
630
Bleakley Financial Group
New Jersey
$308K -$32.5K -218 -10%
RA
631
Ruggaard & Associates
Ohio
$305K -$21.6K -145 -7%
CCIA
632
Campbell & Co Investment Adviser
Maryland
$305K – – –
BWP
633
BSW Wealth Partners
Colorado
$304K +$62.2K +417 +26%
1WA
634
180 Wealth Advisors
Washington
$303K +$20.3K +136 +7%
LFA
635
Laraway Financial Advisors
Minnesota
$303K – – –
MFA
636
Mayflower Financial Advisors
Massachusetts
$303K -$298 -2 -0.1%
CIC
637
Carnegie Investment Counsel
Ohio
$302K – – –
FWIA
638
Fort Washington Investment Advisors
Ohio
$298K -$29.8K -200 -9%
HL
639
HeadInvest LLC
Maine
$294K – – –
CAM
640
Carret Asset Management
New York
$294K +$33.4K +224 +13%
CWM
641
Concentric Wealth Management
California
$291K – – –
HH
642
Hilltop Holdings
Texas
$290K +$3.88K +26 +1%
SPWM
643
Schrum Private Wealth Management
Florida
$290K – – –
CIAS
644
Capital Investment Advisory Services
North Carolina
$290K +$109K +729 +60%
RBFC
645
Roman Butler Fullerton & Co
Missouri
$289K -$43.8K -292 -13%
FCCM
646
First City Capital Management
Georgia
$289K – – –
LC
647
LCNB Corp
Ohio
$287K – – –
EH
648
Equitable Holdings
New York
$286K +$4.03K +27 +1%
BOPW
649
Brandywine Oak Private Wealth
Pennsylvania
$286K – – –
FAIM
650
Financial Advocates Investment Management
Washington
$282K -$17.5K -117 -6%
24 25
26
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