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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
1
ClearBridge Investments
New York
$211M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$543M
3
Goldman Sachs
3
Goldman Sachs
New York
$115M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$131M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$124M

Top Sellers

1
AC
1
AKO Capital
United Kingdom
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$1.74M
3
HL
3
Harding Loevner
New Jersey
$280K
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
ODG
851
O'Dell Group
Ohio
$41K – – –
BWL
852
Bogart Wealth LLC
Virginia
$41K +$6.78K +40 +20%
CA
853
Centerpoint Advisors
Massachusetts
$40K – – –
AFG
854
Albion Financial Group
Utah
$38K -$504 -3 -1%
WFA
855
West Financial Advisors
Iowa
$38K – – –
HDIM
856
Hanson & Doremus Investment Management
Vermont
$38K +$20.7K +123 +119%
FPB
857
First PREMIER Bank
South Dakota
$37K – – –
FP
858
Financial Perspectives
Minnesota
$36.4K – – –
PCM
859
Penserra Capital Management
California
$36K +$36K +216 New
POIA
860
Pin Oak Investment Advisors
Texas
$35K -$10.1K -60 -22%
SIS
861
Sound Income Strategies
Florida
$34K – – –
GWSG
862
GPS Wealth Strategies Group
Colorado
$34K – – –
OSNBOA
863
Old Second National Bank of Aurora
Illinois
$34K – – –
AIC
864
Archer Investment Corporation
Indiana
$34K – – –
PAM
865
Paradigm Asset Management
New York
$34K +$34K +200 New
FMTCOCP
866
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$31K -$18.1K -107 -37%
FWM
867
Focused Wealth Management
New York
$30K – – –
TCM
868
Tradewinds Capital Management
Washington
$30K – – –
BLC
869
Brown, Lisle/Cummings
Rhode Island
$29.5K – – –
ATC
870
Adirondack Trust Company
New York
$29K +$6.41K +38 +28%
AP
871
Arlington Partners
Alabama
$28K – – –
WWM
872
Wolff Wiese Magana
California
$27K +$2.36K +14 +10%
NFSG
873
Newbridge Financial Services Group
Florida
$26K – – –
TAIM
874
TD Ameritrade Investment Management
Nebraska
$26K +$506 +3 +2%
PP
875
PFS Partners
New Jersey
$25.5K – – –
33 34
35
36 37