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
1
Financial Gravity Asset Management
Texas
$85.2M
2
Fayez Sarofim & Co
2
Fayez Sarofim & Co
Texas
$121M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$98.3M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$14M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$491M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$12.5M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$61.8M
5
AFIA
5
America First Investment Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VAG
901
VisionPoint Advisory Group
Texas
$8.36K – – –
GWSA
902
Global Wealth Strategies & Associates
Colorado
$8.35K – – –
GKIM
903
GW&K Investment Management
Massachusetts
$8K – – –
OLVIG
904
Oliver Lagore Vanvalin Investment Group
Michigan
$7.91K – – –
WPA
905
West Paces Advisors
Georgia
$7.46K – – –
WIM
906
Westside Investment Management
California
$7.16K – – –
MWM
907
Mascoma Wealth Management
New Hampshire
$7.16K – – –
DAM
908
Delta Asset Management
Tennessee
$7.01K – – –
PK
909
Pflug Koory
Nebraska
$7.01K – – –
TSWM
910
Tyler-Stone Wealth Management
Ohio
$7K -$2.66K -19 -28%
Macquarie Group
911
Macquarie Group
Australia
$7K +$429 +3 +7%
JFA
912
JNBA Financial Advisors
Minnesota
$6.86K +$2.69K +18 +64%
FAM
913
Flaharty Asset Management
Florida
$6.14K +$6.14K +41 New
WFA
914
West Financial Advisors
Iowa
$6.12K – – –
TC
915
Truvestments Capital
Florida
$5.97K – – –
RWM
916
Ruedi Wealth Management
Illinois
$5.52K – – –
MCM
917
Manchester Capital Management
Vermont
$5.37K +$5.37K +36 New
BCM
918
Bourgeon Capital Management
Connecticut
$5.22K +$1.49K +10 +40%
CP
919
Castleview Partners
Texas
$5.22K – – –
CAL
920
Capital Analysts LLC
Pennsylvania
$5K -$5.94K -38 -54%
CPG
921
Cornerstone Planning Group
New Jersey
$4.92K -$6.86K -46 -58%
CSWM
922
Cassady Schiller Wealth Management
Ohio
$4.63K +$4.63K +31 New
KFI
923
Key Financial Inc
Pennsylvania
$4.48K – – –
AIP
924
Ameritas Investment Partners
Nebraska
$4.3K – – –
CYG
925
Clean Yield Group
Vermont
$4.18K – – –
35 36
37
38 39