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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 %
WOC
901
West Oak Capital
California
$15K – – –
PWMG
902
Prestige Wealth Management Group
New Jersey
$15K – – –
AA
903
Addison Advisors
Vermont
$15K +$2.5K +15 +20%
OIA
904
Optimum Investment Advisors
Illinois
$15K +$4.36K +25 +41%
AFS
905
Annapolis Financial Services
Maryland
$14K +$14K +82 New
NSIM
906
North Star Investment Management
Illinois
$13K – – –
HFS
907
Hantz Financial Services
Michigan
$13K +$13K +77 New
FCT
908
First Community Trust
Iowa
$12K -$4.29K -25 -26%
CMP
909
Coston McIsaac & Partners
Maine
$12K -$167 -1 -1%
MAM
910
Meeder Asset Management
Ohio
$12K – – –
CCA
911
Column Capital Advisors
Indiana
$12K – – –
CAL
912
Capital Analysts LLC
Pennsylvania
$12K – – –
TSWM
913
Tyler-Stone Wealth Management
Ohio
$12K – – –
SWM
914
Sugarloaf Wealth Management
Georgia
$12K +$5.82K +33 +94%
MDCM
915
Morgan Dempsey Capital Management
Wisconsin
$12K +$12K +71 New
TWA
916
TCI Wealth Advisors
Arizona
$11K -$5.68K -32 -34%
TFP
917
Tilia Fiduciary Partners
North Carolina
$11K – – –
IWP
918
IAG Wealth Partners
Wisconsin
$10K – – –
CFO
919
CVA Family Office
Colorado
$10K +$1.61K +9 +19%
SC
920
Stephens Consulting
Michigan
$9.51K – – –
JFGIW
921
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K -$36.5K -211 -80%
Ninety One (UK)
922
Ninety One (UK)
United Kingdom
$9K – – –
OLVIG
923
Oliver Lagore Vanvalin Investment Group
Michigan
$9K +$1.36K +8 +18%
WPA
924
West Paces Advisors
Georgia
$8.49K – – –
SWA
925
Sutton Wealth Advisors
Florida
$8.32K +$7.13K +42 +600%
35 36
37
38 39