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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 %
LIA
751
LS Investment Advisors
Michigan
$214K – – –
WB
752
Webster Bank
Connecticut
$213K – – –
GL
753
Graypoint LLC
New York
$212K -$3.73K -22 -2%
BHIA
754
Birch Hill Investment Advisors
Massachusetts
$212K – – –
ANTB
755
AMG National Trust Bank
Colorado
$212K +$212K +1,247 New
CSIC
756
Clifford Swan Investment Counsel
California
$211K -$1.02K -6 -0.5%
HS
757
Horan Securities
United States
$210K +$2.72K +16 +1%
IA
758
IFP Advisors
Florida
$210K +$49.7K +417 +31%
LW
759
Linscomb Wealth
Texas
$209K -$25.4K -150 -11%
HBT
760
Hills Bank & Trust
Iowa
$209K -$24.1K -142 -10%
EM
761
Excalibur Management
Massachusetts
$209K – – –
LWM
762
Liberty Wealth Management
California
$209K +$5.42K +32 +3%
SIA
763
Sage Investment Advisers
New York
$209K +$209K +1,229 New
KC
764
Knuff & Co
California
$206K -$40.9K -241 -17%
CWM
765
Curi Wealth Management
North Carolina
$206K – – –
OWA
766
Opal Wealth Advisors
New York
$206K +$1.02K +6 +0.5%
HIA
767
Harbor Investment Advisory
Maryland
$205K – – –
HTHT
768
Hemenway Trust Hemenway Trust
New Hampshire
$204K – – –
MSFP
769
Mark Sheptoff Financial Planning
Connecticut
$204K – – –
EP
770
Eudaimonia Partners
Tennessee
$203K -$539K -3,176 -73%
ACM
771
Advisors Capital Management
New Jersey
$203K +$203K +1,170 New
MA
772
MJP Associates
Connecticut
$203K +$203K +1,195 New
CT
773
Cambridge Trust
Massachusetts
$202K -$49K -289 -20%
TSW
774
Thompson Siegel & Walmsley
Virginia
$200K – – –
SIC
775
Salem Investment Counselors
North Carolina
$192K +$5.33K +31 +3%
29 30
31
32 33