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Diageo
DEO

Overview Fund Activity

996 hedge funds and large institutions have $9.64B invested in Diageo in 2022 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 355 increasing their positions, 355 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
996
Holders Change
-28
Holders Change %
-2.73%
% of All Funds
16.84%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
82
Increased
355
Reduced
355
Closed
96
Calls
$80M
Puts
$98.5M
Net Calls
-$18.5M
Net Calls Change
-$23.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$560M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$110M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$146M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$112M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$33.1M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.96M
2
AWA
2
Aaron Wealth Advisors
Illinois
$388K
3
Capital International Investors
3
Capital International Investors
California
$10.3M
4
HL
4
Harding Loevner
New Jersey
$51.6M
5
Wells Fargo
5
Wells Fargo
California
$389M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
901
Money Concepts Capital
Florida
$26K -$50.2K -286 -66%
TAIM
902
TD Ameritrade Investment Management
Nebraska
$26K -$12.6K -73 -33%
NFSG
903
Newbridge Financial Services Group
Florida
$26K – – –
AP
904
Atwood & Palmer
Missouri
$25K – – –
WA
905
Win Advisors
Florida
$25K +$8.16K +47 +48%
WWM
906
Wolff Wiese Magana
California
$25K +$14.4K +84 +135%
MA
907
MCF Advisors
Kentucky
$24K – – –
HWM
908
HighMark Wealth Management
Minnesota
$24K +$176 +1 +0.7%
ATC
909
Adirondack Trust Company
New York
$23K – – –
FCA
910
FinTrust Capital Advisors
South Carolina
$22K -$1.41K -8 -6%
BWA
911
BDO Wealth Advisors
Florida
$22K – – –
CWP
912
Concord Wealth Partners
Virginia
$22K – – –
SC
913
Schubert & Co
Texas
$22K +$11.8K +67 +116%
MAM
914
Marquette Asset Management
Minnesota
$21K – – –
BC
915
Burleson & Co
California
$21K – – –
TLCM
916
Twin Lakes Capital Management
California
$21K +$176 +1 +0.8%
PCFFS
917
Pacific Center for Financial Services
California
$20K – – –
VCM
918
Vigilant Capital Management
Maine
$20K – – –
GG
919
Gleason Group
Kentucky
$20K +$174 +1 +0.9%
CWA
920
Clearview Wealth Advisors
Oregon
$19K – – –
HDIM
921
Hanson & Doremus Investment Management
Vermont
$18K -$11.5K -66 -39%
PP
922
Pacifica Partners
Canada
$18K – – –
HWA
923
HHM Wealth Advisors
Tennessee
$18K +$18K +109 New
CIA
924
Cascade Investment Advisors
Oregon
$17.4K – – –
Bank of Montreal
925
Bank of Montreal
Ontario, Canada
$17.2K -$601 -3,310 -3%
35 36
37
38 39