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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
+$81.5M
2
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
+$27.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20.6M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$14.5M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$13.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$59.9M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$34.5M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$27.5M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$21.4M
5
AFIA
America First Investment Advisors
Nebraska
-$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
651
Richwood Investment Advisors
Ohio
$282K -$6.12K -41 -2%
WAP
652
Wealthcare Advisory Partners
Pennsylvania
$280K -$2.24K -15 -0.8%
JWM
653
Jeppson Wealth Management
California
$280K – – –
SRC
654
Sage Rhino Capital
California
$277K -$14.2K -95 -5%
XT
655
XTX Topco
Cayman Islands
$276K +$276K +1,853 New
DT
656
Diversified Trust
Tennessee
$274K +$274K +1,837 New
AAS
657
Ameritas Advisory Services
Nebraska
$273K +$273K +1,805 New
TI
658
Tidal Investments
Wisconsin
$272K +$8.35K +56 +3%
AWP
659
Atlas Wealth Partners
Pennsylvania
$272K -$7.39K -50 -3%
RG
660
Rathbones Group
United Kingdom
$271K +$271K +1,826 New
SFFS
661
Stonehage Fleming Financial Services
Jersey
$269K -$74.6K -500 -22%
GCM
662
Gallacher Capital Management
Colorado
$267K +$25.1K +168 +10%
FRM
663
Fox Run Management
Connecticut
$263K +$263K +1,764 New
PCMC
664
Paragon Capital Management (Colorado)
Colorado
$261K – – –
MA
665
MJP Associates
Connecticut
$260K +$50.7K +340 +24%
APWM
666
Argonautica Private Wealth Management
Massachusetts
$259K +$1.49K +10 +0.6%
ATC
667
Argent Trust Co
Tennessee
$258K +$24.2K +162 +10%
BC
668
Bridgefront Capital
Texas
$257K +$257K +1,726 New
NQWM
669
Northwest Quadrant Wealth Management
Oregon
$256K -$59.7K -400 -19%
KWM
670
Kingsview Wealth Management
Oregon
$255K -$14K -94 -5%
LB
671
Legacy Bridge
Iowa
$254K – – –
BCM
672
Bayesian Capital Management
New York
$252K -$135K -908 -35%
AC
673
Avestar Capital
New York
$251K -$14.8K -99 -6%
HBW
674
Hazlett, Burt & Watson
West Virginia
$249K +$1.48K +10 +0.6%
FTUS
675
Flow Traders U.S.
New York
$249K +$249K +1,668 New
25 26
27
28 29