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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
$85.2M
2
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$121M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$98.3M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$491M
2
Corient Private Wealth
Corient Private Wealth
Florida
$12.5M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
4
Natixis Advisors
Natixis Advisors
Massachusetts
$61.8M
5
AFIA
America First Investment Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
776
Trifecta Capital Advisors
Illinois
$89.5K – – –
HCM
777
Hollencrest Capital Management
California
$89.5K – – –
CT
778
Clearstead Trust
Maine
$89.1K – – –
LJHT
779
Laurie J. Hall Trustee
$89K – – –
SAM
780
S.A. Mason
Michigan
$85.8K – – –
GWM
781
Geneos Wealth Management
Colorado
$83.1K +$6.26K +42 +8%
AssetMark Inc
782
AssetMark Inc
California
$79.2K – – –
TWM
783
Tradition Wealth Management
Minnesota
$79K +$11.1K +74 +16%
CCM
784
Chilton Capital Management
Texas
$78.9K – – –
FFA
785
Farther Finance Advisors
California
$78.8K +$4.93K +33 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
786
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$77.6K -$257K -1,723 -77%
SC
787
Solstein Capital
California
$77.3K – – –
TIM
788
Tortoise Investment Management
New York
$76.2K – – –
PWA
789
Provenance Wealth Advisors
Florida
$76.1K +$76.1K +510 New
JWA
790
JFS Wealth Advisors
Pennsylvania
$74.9K -$4.63K -31 -6%
TF
791
Tompkins Financial
New York
$74.6K – – –
BWP
792
Baldwin Wealth Partners
Massachusetts
$74K – – –
SL
793
Salomon & Ludwin
Virginia
$73.7K +$73.7K +494 New
RMC
794
Resources Management Corp
Connecticut
$72K – – –
RFA
795
Resurgent Financial Advisors
Georgia
$70.6K +$149 +1 +0.2%
M
796
MOTCO
Texas
$69.5K +$41.9K +281 +152%
CAC
797
Certified Advisory Corp
Florida
$68.6K +$68.6K +14,762 New
PB
798
Pinnacle Bancorp
Nebraska
$67.9K – – –
LF
799
Lee Financial
Texas
$67.1K – – –
BEI
800
Benjamin Edwards Inc
Missouri
$63K -$305K -2,055 -83%
30 31
32
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