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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 %
CIA
851
Cape Investment Advisory
Georgia
$25K – – –
FWM
852
Focused Wealth Management
New York
$24.1K -$3.13K -21 -11%
GTAM
853
Global Trust Asset Management
Florida
$23.6K – – –
NFSG
854
Newbridge Financial Services Group
Florida
$22.7K – – –
ITIM
855
Indiana Trust & Investment Management
Indiana
$22.5K +$22.5K +151 New
FPB
856
First PREMIER Bank
South Dakota
$22K – – –
BWAM
857
Boyd Watterson Asset Management
Ohio
$21.5K – – –
AP
858
Atwood & Palmer
Missouri
$21.3K – – –
PGAM
859
Princeton Global Asset Management
New Jersey
$20.1K – – –
ATC
860
Adirondack Trust Company
New York
$20K – – –
CCA
861
Column Capital Advisors
Indiana
$19.5K – – –
RFG
862
RFP Financial Group
Georgia
$18.9K – – –
HWA
863
HHM Wealth Advisors
Tennessee
$18.2K – – –
TLCM
864
Twin Lakes Capital Management
California
$18.2K – – –
NRG
865
Nemes Rush Group
Michigan
$17.6K -$9.85K -66 -36%
GG
866
Gleason Group
Kentucky
$17.5K – – –
PCFFS
867
Pacific Center for Financial Services
California
$16.9K – – –
HWM
868
HighMark Wealth Management
Minnesota
$16.7K – – –
AA
869
Addison Advisors
Vermont
$16.4K +$11.3K +76 +224%
RW
870
RVW Wealth
California
$15.8K +$15.8K +106 New
SVCP
871
Silicon Valley Capital Partners
California
$15.7K – – –
BWL
872
Bogart Wealth LLC
Virginia
$15.3K +$2.08K +14 +16%
AA
873
AlphaMark Advisors
Kentucky
$15K – – –
PAM
874
Paradigm Asset Management
New York
$14.9K -$14.9K -100 -50%
PP
875
PFS Partners
New Jersey
$14.9K -$7.46K -50 -33%
33 34
35
36 37