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Diageo
DEO

Overview Fund Activity

965 hedge funds and large institutions have $8.82B invested in Diageo in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 337 increasing their positions, 347 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
-31
Holders Change %
-3.11%
% of All Funds
16.69%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
56
Increased
337
Reduced
347
Closed
71
Calls
$60.6M
Puts
$35.1M
Net Calls
+$25.6M
Net Calls Change
+$44.1M

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$211M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$543M
3
Goldman Sachs
3
Goldman Sachs
New York
$115M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$131M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$124M

Top Sellers

1
AC
1
AKO Capital
United Kingdom
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$1.74M
3
HL
3
Harding Loevner
New Jersey
$280K
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
1001
Alpha Cubed Investments
California
– -$209K -1,200 Closed
LWM
1002
Lyell Wealth Management
California
– -$209K -1,200 Closed
SEC
1003
Seven Eight Capital
New York
– -$207K -1,191 Closed
IC
1004
IEQ Capital
California
– -$205K -1,176 Closed
FWA
1005
FSM Wealth Advisors
Ohio
– -$209K -1,109 Closed
CCM
1006
Chilton Capital Management
Texas
– -$155K -890 Closed
CI
1007
CX Institutional
Indiana
– -$133K -764 Closed
AWA
1008
Artemis Wealth Advisors
New York
– -$123K -705 Closed
SWM
1009
Scissortail Wealth Management
Oklahoma
– -$147K -670 Closed
RIM
1010
Rockbridge Investment Management
New York
– -$107K -615 Closed
COCM
1011
Charter Oak Capital Management
New Hampshire
– -$89K -512 Closed
PFGIA
1012
Patriot Financial Group Insurance Agency
Massachusetts
– -$73K -417 Closed
ECM
1013
Estabrook Capital Management
New York
– -$69.6K -400 Closed
Acadian Asset Management
1014
Acadian Asset Management
Massachusetts
– -$60K -344 Closed
BMD
1015
Better Money Decisions
New Mexico
– -$59K -336 Closed
AIP
1016
Ahrens Investment Partners
Louisiana
– -$36K -204 Closed
MGI
1017
MayTech Global Investments
New York
– -$35K -200 Closed
HFS
1018
Heritage Financial Services
Massachusetts
– -$34K -200 Closed
LSA
1019
Lansing Street Advisors
Pennsylvania
– -$27K -154 Closed
CWP
1020
Concord Wealth Partners
Virginia
– -$22K -125 Closed
VCM
1021
Vigilant Capital Management
Maine
– -$20K -114 Closed
CIA
1022
Cascade Investment Advisors
Oregon
– -$17.4K -100 Closed
STCOSD
1023
Sageworth Trust Company of South Dakota
South Dakota
– -$14K -81 Closed
SFG
1024
Steward Financial Group
Texas
– -$9K -54 Closed
GLLW
1025
Graves Light Lenhart Wealth
Virginia
– -$9K -50 Closed
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