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Diageo
DEO

Overview Fund Activity

996 hedge funds and large institutions have $9.64B invested in Diageo in 2022 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 355 increasing their positions, 355 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
996
Holders Change
-28
Holders Change %
-2.73%
% of All Funds
16.84%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
82
Increased
355
Reduced
355
Closed
96
Calls
$80M
Puts
$98.5M
Net Calls
-$18.5M
Net Calls Change
-$23.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$560M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$110M
3
ClearBridge Investments
ClearBridge Investments
New York
$146M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$112M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$33.1M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.96M
2
AWA
Aaron Wealth Advisors
Illinois
$388K
3
Capital International Investors
Capital International Investors
California
$10.3M
4
HL
Harding Loevner
New Jersey
$51.6M
5
Wells Fargo
Wells Fargo
California
$389M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
776
Curi Wealth Management
North Carolina
$211K +$2.26K +13 +1%
TC
777
Titleist Capital
Texas
$210K -$18.7K -107 -8%
HIA
778
Harbor Investment Advisory
Maryland
$210K -$12.9K -74 -6%
OWA
779
Opal Wealth Advisors
New York
$210K +$2.61K +15 +1%
HTHT
780
Hemenway Trust Hemenway Trust
New Hampshire
$209K -$6.1K -35 -3%
MSFP
781
Mark Sheptoff Financial Planning
Connecticut
$209K – – –
LWM
782
Lyell Wealth Management
California
$209K – – –
LWM
783
Liberty Wealth Management
California
$209K +$12.7K +73 +6%
ACI
784
Alpha Cubed Investments
California
$209K +$30K +172 +17%
FWA
785
FSM Wealth Advisors
Ohio
$209K +$209K +1,109 New
PWP
786
Principle Wealth Partners
Connecticut
$208K – – –
ONB
787
Old National Bancorp
Indiana
$207K +$207K +1,187 New
SEC
788
Seven Eight Capital
New York
$207K +$207K +1,191 New
PG
789
Pendal Group
Australia
$205K -$664K -3,804 -76%
TSW
790
Thompson Siegel & Walmsley
Virginia
$205K – – –
IC
791
IEQ Capital
California
$205K +$205K +1,176 New
BBW
792
Blue Barn Wealth
Utah
$203K +$5.39K +31 +3%
HH
793
Hilltop Holdings
Texas
$201K +$27.1K +156 +16%
SWA
794
SOA Wealth Advisors
New York
$195K -$1.92K -11 -1%
AF
795
Advisornet Financial
Minnesota
$194K -$53.4K -307 -22%
SIC
796
Salem Investment Counselors
North Carolina
$189K – – –
SPWG
797
Sage Private Wealth Group
Illinois
$182K -$12.9K -74 -7%
OPW
798
Oxler Private Wealth
New York
$182K +$1.22K +7 +0.7%
CFD
799
Creative Financial Designs
Indiana
$180K – – –
IBOK
800
Independence Bank of Kentucky
Kentucky
$179K -$19.1K -110 -10%
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