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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 %
TFGT
926
TS Financial Group (TSFG)
Illinois
$4K – – –
TFG
927
Team Financial Group
California
$3.63K +$3.63K +24 New
CSC
928
Caldwell Sutter Capital
California
$3.13K – – –
EAM
929
Eukles Asset Management
Ohio
$2.98K – – –
AWM
930
Avior Wealth Management
Nebraska
$2.98K – – –
JMF
931
Johnson Midwest Financial
Iowa
$2.83K – – –
JFGIW
932
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.79K -$68.1K -391 -96%
CCM
933
Copeland Capital Management
Pennsylvania
$2.69K – – –
SWA
934
Sutton Wealth Advisors
Florida
$2.39K -$3.58K -24 -60%
NC
935
NewSquare Capital
Pennsylvania
$2.39K -$1.79K -12 -43%
DFA
936
DHJJ Financial Advisors
Illinois
$2.24K +$2.24K +15 New
DF
937
DecisionPoint Financial
Arizona
$2.09K – – –
PCTC
938
Perkins Coie Trust Company
Washington
$2.09K +$2.09K +14 New
BWS
939
Buck Wealth Strategies
Colorado
$2.07K – – –
CHA
940
Carmichael Hill & Associates
Maryland
$1.79K – – –
AWM
941
Abound Wealth Management
Tennessee
$1.64K – – –
LFA
942
LGT Financial Advisors
Texas
$1.64K +$1.64K +11 New
AGWCA
943
Annis Gardner Whiting Capital Advisors
Florida
$1.52K +$1.52K +10 New
TCM
944
TD Capital Management
Tennessee
$1.49K – – –
LWANC
945
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.49K – – –
HGERS
946
Householder Group Estate & Retirement Specialist
Arizona
$1.49K +$1.49K +10 New
SC
947
Stephens Consulting
Michigan
$1.34K – – –
HWP
948
Hibernia Wealth Partners
Louisiana
$1.19K +$1.19K +8 New
IRC
949
Investors Research Corp
Georgia
$1.04K +$1.04K +7 New
ADL
950
Asset Dedication LLC
California
$1K – – –
36 37
38
39 40