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Diageo
DEO

Overview Fund Activity

965 hedge funds and large institutions have $8.82B invested in Diageo in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 337 increasing their positions, 347 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
-31
Holders Change %
-3.11%
% of All Funds
16.69%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
56
Increased
337
Reduced
347
Closed
71
Calls
$60.6M
Puts
$35.1M
Net Calls
+$25.6M
Net Calls Change
+$44.1M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$211M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$543M
3
Goldman Sachs
Goldman Sachs
New York
$115M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$131M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$124M

Top Sellers

1
AC
AKO Capital
United Kingdom
$0
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.74M
3
HL
Harding Loevner
New Jersey
$280K
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
JI
676
Jeereddi Investments
California
$263K +$263K +1,551 New
GIM
677
Goelzer Investment Management
Indiana
$261K +$261K +1,537 New
EH
678
Equitable Holdings
New York
$260K -$5.27K -31 -2%
HCC
679
Hirtle Callaghan & Co
Pennsylvania
$259K -$875K -5,147 -77%
RMCM
680
Reynders McVeigh Capital Management
Massachusetts
$259K -$19K -112 -7%
CSPAM
681
Cary Street Partners Asset Management
Virginia
$259K -$4.25K -25 -2%
ERIM
682
Eagle Ridge Investment Management
Connecticut
$258K – – –
JC
683
Jacobs & Co
California
$258K +$258K +1,523 New
SC
684
Schulhoff & Co
Ohio
$256K – – –
SBL
685
Sargent Bickham Lagudis
Colorado
$255K -$12.9K -76 -5%
ACM
686
Argyle Capital Management
Pennsylvania
$255K – – –
TC
687
Tacita Capital
Ontario, Canada
$255K – – –
EW
688
Evoke Wealth
California
$254K +$103K +604 +68%
IP
689
Investment Partners
Ohio
$253K +$253K +1,489 New
GWANC
690
Guardian Wealth Advisors (North Carolina)
North Carolina
$252K -$3.09K -18 -1%
GW
691
GW & Wade
Massachusetts
$252K +$4.76K +28 +2%
BFS
692
Baskin Financial Services
Ontario, Canada
$251K – – –
RTS
693
Round Table Services
New Jersey
$250K – – –
MM
694
MQS Management
New York
$249K -$632K -3,716 -72%
VHAM
695
Van Hulzen Asset Management
California
$249K +$15.6K +92 +7%
HWA
696
Heartwood Wealth Advisors
Virginia
$248K -$3.23K -19 -1%
FAIM
697
Financial Advocates Investment Management
Washington
$247K -$93.5K -555 -27%
PCA
698
Personal Capital Advisors
California
$247K +$6.8K +40 +3%
KTC
699
Kistler-Tiffany Companies
Pennsylvania
$246K +$4.42K +26 +2%
DAS
700
Dynamic Advisor Solutions
Arizona
$246K +$27.7K +163 +13%
26 27
28
29 30