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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 %
WA
876
Win Advisors
Florida
$24K -$168 -1 -0.7%
AP
877
Atwood & Palmer
Missouri
$24K – – –
SC
878
Schubert & Co
Texas
$23K +$1.7K +10 +8%
HR
879
Howe & Rusling
New York
$22K -$6.36K -37 -22%
MCC
880
Money Concepts Capital
Florida
$22K -$3.05K -18 -12%
HWM
881
HighMark Wealth Management
Minnesota
$21K -$1.49K -9 -7%
BWA
882
BDO Wealth Advisors
Florida
$21K – – –
MA
883
MCF Advisors
Kentucky
$20K -$2.5K -15 -11%
FCA
884
FinTrust Capital Advisors
South Carolina
$20K -$1.19K -7 -6%
MAM
885
Marquette Asset Management
Minnesota
$20K -$508 -3 -2%
BC
886
Burleson & Co
California
$20K – – –
GG
887
Gleason Group
Kentucky
$20K – – –
TLCM
888
Twin Lakes Capital Management
California
$20K – – –
HWA
889
HHM Wealth Advisors
Tennessee
$19K – – –
PCFFS
890
Pacific Center for Financial Services
California
$19K – – –
CWA
891
Clearview Wealth Advisors
Oregon
$19K – – –
Group One Trading
892
Group One Trading
Illinois
$18K -$263K -1,519 -94%
AWM
893
Accel Wealth Management
Iowa
$18K – – –
PP
894
Pacifica Partners
Canada
$17K – – –
MWM
895
Mascoma Wealth Management
New Hampshire
$17K – – –
IAMOG
896
Investors Asset Management of Georgia
Georgia
$17K – – –
AA
897
AlphaMark Advisors
Kentucky
$17K – – –
SFO
898
Standard Family Office
South Dakota
$16K – – –
OCM
899
Osterweis Capital Management
California
$16K +$16K +92 New
Bank of Montreal
900
Bank of Montreal
Ontario, Canada
$15.5K -$736 -4,302 -5%
34 35
36
37 38