DEO icon

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 %
SGC
876
Slocum, Gordon & Co
Rhode Island
$14.9K – – –
SJIM
877
St. Johns Investment Management
Florida
$14.9K – – –
BLC
878
Brown, Lisle/Cummings
Rhode Island
$14.8K -$11.2K -75 -43%
NA
879
Nordwand Advisors
Pennsylvania
$14.2K – – –
FSWA
880
Financial Synergies Wealth Advisors
Texas
$13.6K – – –
PWMG
881
Prestige Wealth Management Group
New Jersey
$13.2K – – –
OIA
882
Optimum Investment Advisors
Illinois
$12.8K – – –
CA
883
Crewe Advisors
Utah
$11.2K +$11.2K +75 New
NSIM
884
North Star Investment Management
Illinois
$11K – – –
CMP
885
Coston McIsaac & Partners
Maine
$11K – – –
APC
886
Aspire Private Capital
North Carolina
$10.7K +$7.46K +50 +227%
BIA
887
Bell Investment Advisors
California
$10.4K +$1.19K +8 +13%
IPW
888
Impact Partnership Wealth
Georgia
$10.3K -$1.79K -12 -15%
SWM
889
Sugarloaf Wealth Management
Georgia
$10.2K – – –
CAM
890
Close Asset Management
United Kingdom
$10K -$23.1K -150 -70%
FMTCOCP
891
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K -$8.92K -58 -47%
WOC
892
West Oak Capital
California
$10K – – –
AFS
893
Annapolis Financial Services
Maryland
$9.85K – – –
TLA
894
Tanglewood Legacy Advisors
Texas
$9.74K – – –
FMP
895
Financial Management Professionals
Texas
$9K -$5.19K -34 -37%
Ninety One (UK)
896
Ninety One (UK)
United Kingdom
$8.95K – – –
CWP
897
Concord Wealth Partners
Virginia
$8.95K – – –
IWP
898
IAG Wealth Partners
Wisconsin
$8.95K – – –
ICM
899
Intrepid Capital Management
Florida
$8.95K – – –
GGI
900
Godsey & Gibb Inc
Virginia
$8.5K +$2.69K +18 +46%
34 35
36
37 38