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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$14M 94,112 +92,770 +6,913%
RC
77
RBO & Co
California
$14M 94,005 -1,393 -1%
GG
78
Greenwood Gearhart
Arkansas
$14M 93,945 +2,190 +2%
KI
79
Kapitalo Investimentos
Brazil
$14M 93,600 +16,800 +22%
CIBC World Market
80
CIBC World Market
Ontario, Canada
$13.7M 92,061 +2,720 +3%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$13.5M 84,599 -19,504 -19%
LCS
82
Levin Capital Strategies
New York
$13.4M 89,493 – –
Baird Financial Group
83
Baird Financial Group
Wisconsin
$13.3M 89,027 -22,731 -20%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$13.1M 87,850 -2,548 -3%
MCM
85
MAI Capital Management
Ohio
$13.1M 87,762 -4,960 -5%
BCI
86
Brinker Capital Investments
Pennsylvania
$13.1M 87,659 -5,144 -6%
OPS
87
Orion Portfolio Solutions
Nebraska
$13.1M 87,659 -5,144 -6%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$12.8M 86,014 -813 -0.9%
Kayne Anderson Rudnick Investment Management
89
Kayne Anderson Rudnick Investment Management
California
$12.7M 85,026 -6,409 -7%
US Bancorp
90
US Bancorp
Minnesota
$12.7M 84,919 -3,067 -3%
Corient Private Wealth
91
Corient Private Wealth
Florida
$12.5M 83,697 -231,336 -73%
FFA
92
First Foundation Advisors
California
$12.3M 82,595 +1,664 +2%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$12.2M 81,700 -1,916 -2%
Osaic Holdings
94
Osaic Holdings
Arizona
$12.2M 81,429 +17,385 +27%
FBB
95
Fulton Breakefield Broenniman
Maryland
$12M 80,424 +100 +0.1%
CRC
96
Curi RMB Capital
Illinois
$11.3M 75,965 -3,662 -5%
OAM
97
Oppenheimer Asset Management
New York
$11.2M 75,200 +1,329 +2%
CAC
98
Core Alternative Capital
Georgia
$11.1M 74,116 -4,905 -6%
JPMPWA
99
J.P. Morgan Private Wealth Advisors
California
$10.7M 71,875 +71,875 New
DI
100
DRH Investments
California
$10.6M 70,869 +70,869 New
2 3
4
5 6