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

Top Sellers

1
AC
1
AKO Capital
United Kingdom
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$1.74M
3
HL
3
Harding Loevner
New Jersey
$280K
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
726
Stratos Wealth Advisors
Ohio
$226K -$152K -893 -40%
EC
727
Enhancing Capital
Pennsylvania
$226K – – –
OWA
728
One Wealth Advisors
California
$225K -$200K -1,178 -47%
SMH
729
Sanders Morris Harris
Texas
$225K – – –
CWA
730
Centennial Wealth Advisory
Michigan
$225K – – –
Financial Engines Advisors
731
Financial Engines Advisors
California
$225K +$8.58K +50 +4%
BAM
732
Belpointe Asset Management
Nevada
$225K +$73.4K +434 +48%
DJSG
733
D.J. St. Germain
Massachusetts
$224K – – –
TCB
734
Texas Capital Bancshares
Texas
$224K – – –
CAG
735
Csenge Advisory Group
Florida
$224K +$1.02K +6 +0.5%
KA
736
Kovack Advisors
Florida
$223K -$133K -782 -37%
EIP
737
Epoch Investment Partners
New York
$223K -$46.2K -272 -17%
AFM
738
Andesa Financial Management
Pennsylvania
$223K +$223K +1,323 New
CF
739
Centaurus Financial
California
$222K +$13.1K +77 +6%
CCIA
740
Campbell & Co Investment Adviser
Maryland
$221K -$170K -1,003 -44%
PAS
741
Professional Advisory Services
Florida
$221K – – –
PL
742
Parthenon LLC
Kentucky
$221K – – –
HIC
743
Harvey Investment Company
Kentucky
$221K – – –
MA
744
MONECO Advisors
Connecticut
$220K – – –
BWA
745
Burt Wealth Advisors
Maryland
$220K – – –
CWM
746
Chemistry Wealth Management
New York
$220K – – –
IWM
747
IHT Wealth Management
Illinois
$220K +$220K +1,294 New
FHA
748
Flagship Harbor Advisors
Massachusetts
$218K -$8.48K -50 -4%
BHWM
749
Bar Harbor Wealth Management
New Hampshire
$217K – – –
BFO
750
Biltmore Family Office
North Carolina
$216K +$5.16K +30 +2%
28 29
30
31 32