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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 %
Koshinski Asset Management
701
Koshinski Asset Management
Illinois
$227K +$32.8K +220 +17%
SCM
702
SOL Capital Management
Maryland
$225K +$18.7K +125 +9%
SC
703
Schulhoff & Co
Ohio
$225K – – –
MRCM
704
M&R Capital Management
New Jersey
$224K -$22.4K -150 -9%
ACM
705
Argyle Capital Management
Pennsylvania
$224K – – –
CWP
706
Capital Wealth Planning
Florida
$224K +$224K +1,500 New
GAM
707
Garrison Asset Management
Arkansas
$223K -$11.9K -80 -5%
NSB
708
Norway Savings Bank
Maine
$223K -$2.24K -15 -1%
PCM
709
Penserra Capital Management
California
$223K +$63.3K +426 +40%
MCC
710
Malaga Cove Capital
California
$222K +$222K +1,489 New
BIM
711
Baldwin Investment Management
Pennsylvania
$222K – – –
HWA
712
Heartwood Wealth Advisors
Virginia
$221K – – –
WP
713
WealthSource Partners
California
$221K -$9.25K -62 -4%
NIM
714
Northeast Investment Management
Massachusetts
$221K -$5.97K -40 -3%
QPWM
715
Quadrant Private Wealth Management
Pennsylvania
$218K +$1.66K +11 +0.8%
IWM
716
IHT Wealth Management
Illinois
$218K -$25.8K -173 -11%
KP
717
Keel Point
Alabama
$217K -$19.1K -128 -8%
MA
718
MONECO Advisors
Connecticut
$217K +$1.64K +11 +0.8%
IA
719
IFP Advisors
Florida
$216K +$139K +930 +180%
GW
720
GW & Wade
Massachusetts
$215K +$2.53K +17 +1%
GWANC
721
Guardian Wealth Advisors (North Carolina)
North Carolina
$214K – – –
HS
722
Horan Securities
United States
$210K +$3.43K +23 +2%
Walleye Capital
723
Walleye Capital
New York
$209K +$209K +1,399 New
WFI
724
West Family Investments
California
$208K +$208K +1,397 New
BBNB
725
Baker Boyer National Bank
Washington
$208K +$208K +1,395 New
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