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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 %
DBT
676
Dubuque Bank & Trust
Iowa
$248K -$11.2K -75 -4%
BSW
677
Buckingham Strategic Wealth
Missouri
$248K -$47.1K -316 -16%
WSFS
678
Wilmington Savings Fund Society
Delaware
$248K -$37.3K -250 -13%
NDSI
679
Newman Dignan & Sheerar Inc
Rhode Island
$246K – – –
MFG
680
Merit Financial Group
Georgia
$245K +$11.8K +79 +5%
EARNEST Partners
681
EARNEST Partners
Georgia
$244K +$895 +6 +0.4%
GSB
682
Greenfield Savings Bank
Massachusetts
$242K – – –
ADMI
683
Albert D. Mason Inc
Massachusetts
$242K – – –
BCG
684
Breakwater Capital Group
New Jersey
$238K -$40.3K -261 -14%
MCP
685
Mirador Capital Partners
California
$237K -$90.7K -608 -28%
GVAG
686
Great Valley Advisor Group
Delaware
$237K -$2.54K -17 -1%
AWA
687
Arkadios Wealth Advisors
Georgia
$237K +$34.3K +230 +17%
BA
688
Bristlecone Advisors
Washington
$236K +$15.8K +106 +7%
SCM
689
Sebold Capital Management
Illinois
$236K +$236K +1,581 New
IC
690
Inscription Capital
Texas
$235K -$59.7K -400 -20%
SWA
691
Stratos Wealth Advisors
Ohio
$235K +$37.8K +253 +19%
RCA
692
Resonant Capital Advisors
Wisconsin
$234K +$11.8K +78 +5%
CF
693
Centaurus Financial
California
$233K +$13.3K +89 +6%
PFBT
694
Parkside Financial Bank & Trust
Missouri
$233K +$149 +1 +0.1%
NPF
695
Norris Perne & French
Michigan
$232K – – –
PCA
696
Pallas Capital Advisors
Massachusetts
$231K -$52.4K -344 -18%
FTA
697
Financial & Tax Architects
Missouri
$230K +$3.28K +22 +1%
CFD
698
Creative Financial Designs
Indiana
$229K – – –
CIA
699
Choate Investment Advisors
Massachusetts
$229K +$229K +1,533 New
CSPAM
700
Cary Street Partners Asset Management
Virginia
$227K – – –
26 27
28
29 30