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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 %
KC
801
Knuff & Co
California
$61.6K -$104K -700 -63%
TSW
802
Thompson Siegel & Walmsley
Virginia
$60K – – –
PP
803
Pacifica Partners
Canada
$59.7K – – –
JAM
804
JCIC Asset Management
Ontario, Canada
$59.7K – – –
OCM
805
Orion Capital Management
California
$59.7K +$59.7K +400 New
PSB
806
Piscataqua Savings Bank
New Hampshire
$59.4K – – –
AAP
807
Arax Advisory Partners
Colorado
$59.3K -$10.6K -71 -15%
AI
808
AdvisorShares Investments
Maryland
$58.9K -$10.4K -70 -15%
SN
809
Sittner & Nelson
Oregon
$57.1K – – –
ME
810
McIlrath & Eck
Washington
$54.2K – – –
ST
811
Smithfield Trust
Pennsylvania
$54K – – –
VWM
812
Venturi Wealth Management
Texas
$53.9K – – –
OC
813
Oakworth Capital
Alabama
$53.3K – – –
CHC
814
City Holding Co
West Virginia
$52.2K -$7.61K -51 -13%
VC
815
Vestor Capital
Illinois
$52K -$56.3K -379 -52%
LFG
816
Larson Financial Group
Missouri
$51.9K – – –
ZB
817
Zions Bancorporation
Utah
$51.6K -$1.49K -10 -3%
PMFA
818
Plante Moran Financial Advisors
Michigan
$50.9K +$5.37K +36 +12%
CFGS
819
Concourse Financial Group Securities
Alabama
$49.7K +$303 +2 +0.6%
CCP
820
Carmel Capital Partners
California
$49.1K +$49.1K +329 New
FCAS
821
First Command Advisory Services
Texas
$47.7K +$47.7K +320 New
HCP
822
Hexagon Capital Partners
Arkansas
$46.8K +$3.88K +26 +9%
PPC
823
Park Place Capital
Alabama
$46.1K -$3.13K -21 -6%
EBA
824
Eagle Bay Advisors
New York
$45.9K – – –
WWP
825
WR Wealth Planners
Missouri
$44.8K – – –
31 32
33
34 35