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 %
AW
951
Avion Wealth
Texas
$1K – – –
RFA
952
Register Financial Advisors
Georgia
$746 +$746 +5 New
Janney Montgomery Scott
953
Janney Montgomery Scott
Pennsylvania
– -$27.5M -158,738 Closed
AFIA
954
America First Investment Advisors
Nebraska
– -$16.5M -95,022 Closed
CGA
955
Compound Global Advisors
Washington
– -$9.98M -57,555 Closed
EAM
956
Erste Asset Management
Austria
– -$7.51M -44,362 Closed
EIA
957
Eastover Investment Advisors
North Carolina
– -$5.44M -31,364 Closed
Jennison Associates
958
Jennison Associates
New York
– -$5.04M -29,074 Closed
Voloridge Investment Management
959
Voloridge Investment Management
Florida
– -$4.63M -26,691 Closed
CP
960
Cumberland Partners
Ontario, Canada
– -$2.68M -15,467 Closed
MCM
961
Mitchell Capital Management
Kansas
– -$1.73M -9,995 Closed
PA
962
PFG Advisors
Arizona
– -$1.5M -8,658 Closed
Two Sigma Investments
963
Two Sigma Investments
New York
– -$1.46M -8,400 Closed
MC
964
Maverick Capital
Texas
– -$1.44M -8,286 Closed
DS
965
DRW Securities
Illinois
– -$1.34M -7,710 Closed
EIM
966
Ervin Investment Management
Washington
– -$1.29M -7,441 Closed
SIM
967
Sterling Investment Management
Arizona
– -$1.12M -6,463 Closed
V
968
Veritable
Delaware
– -$1M -5,765 Closed
SBH
969
Segall Bryant & Hamill
Illinois
– -$984K -5,670 Closed
MHC
970
Meyer Handelman Company
New York
– -$936K -5,393 Closed
YIH
971
Y-Intercept (HK)
Hong Kong
– -$824K -4,748 Closed
BPC
972
Banque Pictet & Cie
Switzerland
– -$760K -4,380 Closed
Tudor Investment Corp
973
Tudor Investment Corp
Connecticut
– -$582K -3,356 Closed
SEC
974
Seven Eight Capital
New York
– -$559K -3,223 Closed
3IP
975
3Chopt Investment Partners
Virginia
– -$517K -2,983 Closed
37 38
39
40 41