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 %
MM
976
MQS Management
New York
– -$498K -2,869 Closed
SIM
977
Sentry Investment Management
Wisconsin
– -$452K -2,604 Closed
JCM
978
Janney Capital Management
Pennsylvania
– -$440K -2,536 Closed
SIS
979
Susquehanna International Securities
Ireland
– -$409K -2,356 Closed
HF
980
HRT Financial
New York
– -$376K -2,173 Closed
KJHP
981
K.J. Harrison & Partners
Ontario, Canada
– -$355K -2,052 Closed
AFG
982
AFS Financial Group
Maryland
– -$355K -2,048 Closed
VIA
983
Vident Investment Advisory
Georgia
– -$352K -2,028 Closed
CAM
984
Cozad Asset Management
Illinois
– -$333K -1,918 Closed
IIC
985
Ironwood Investment Counsel
Arizona
– -$317K -1,826 Closed
GIA
986
Gladstone Institutional Advisory
Florida
– -$311K -1,795 Closed
FNBOH
987
First National Bank of Hutchinson
Kansas
– -$308K -1,778 Closed
Capstone Investment Advisors
988
Capstone Investment Advisors
New York
– -$307K -1,769 Closed
WF
989
WoodTrust Financial
Wisconsin
– -$285K -1,640 Closed
AWA
990
Aaron Wealth Advisors
Illinois
– -$282K -1,627 Closed
ONB
991
Old National Bancorp
Indiana
– -$280K -1,615 Closed
OMC
992
Old Mission Capital
Illinois
– -$276K -1,591 Closed
ECM
993
ExodusPoint Capital Management
New York
– -$256K -1,478 Closed
LFA
994
Legacy Financial Advisors
Kentucky
– -$256K -1,474 Closed
CP
995
Covenant Partners
Tennessee
– -$249K -1,433 Closed
BW
996
Bison Wealth
Georgia
– -$242K -1,396 Closed
RWA
997
Ropes Wealth Advisors
Massachusetts
– -$242K -1,396 Closed
WPW
998
Warther Private Wealth
Ohio
– -$238K -1,372 Closed
FW
999
FirstPurpose Wealth
Utah
– -$234K -1,346 Closed
CIBC Asset Management
1000
CIBC Asset Management
Ontario, Canada
– -$232K -1,337 Closed
38 39
40
41 42