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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 %
CBT
826
CoreFirst Bank & Trust
Kansas
$43.6K – – –
BAM
827
Bellevue Asset Management
Washington
$43.6K – – –
AAG
828
Armstrong Advisory Group
Massachusetts
$43.4K +$5.96K +40 +16%
GWS
829
Glassman Wealth Services
Virginia
$42.2K -$2.39K -16 -5%
GWM
830
Guardian Wealth Management
Illinois
$42.1K – – –
FRA
831
Front Row Advisors
California
$41.4K -$21.4K -140 -34%
JWM
832
Janiczek Wealth Management
Colorado
$41.2K – – –
BNP Paribas Financial Markets
833
BNP Paribas Financial Markets
France
$41K +$34.8K +233 +555%
CSB
834
City State Bank
Iowa
$40K – – –
POIA
835
Pin Oak Investment Advisors
Texas
$38K – – –
CTB
836
Country Trust Bank
Illinois
$37.3K – – –
CA
837
Centerpoint Advisors
Massachusetts
$35K – – –
AFG
838
Albion Financial Group
Utah
$34.4K – – –
BCMLT
839
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.1K – – –
FP
840
Financial Perspectives
Minnesota
$32K – – –
MA
841
MCF Advisors
Kentucky
$30.3K +$30.3K +200 New
TIM
842
Thompson Investment Management
Wisconsin
$29.8K – – –
OSNBOA
843
Old Second National Bank of Aurora
Illinois
$29.8K – – –
GWSG
844
GPS Wealth Strategies Group
Colorado
$29.8K – – –
YDMI
845
Y.D. More Investments
Israel
$29.8K – – –
GI
846
Gradient Investments
Minnesota
$27.4K -$5.07K -34 -16%
CLOS
847
Compagnie Lombard Odier SCmA
Switzerland
$26.9K +$26.9K +180 New
AIC
848
Archer Investment Corporation
Indiana
$26.6K – – –
FCA
849
FinTrust Capital Advisors
South Carolina
$26.3K +$5.07K +34 +24%
TCM
850
Tradewinds Capital Management
Washington
$26.1K – – –
32 33
34
35 36