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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
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 %
WKWM
1001
Walter & Keenan Wealth Management
Indiana
– -$231K -1,332 Closed
CWA
1002
Centennial Wealth Advisory
Michigan
– -$230K -1,323 Closed
FHA
1003
Flagship Harbor Advisors
Massachusetts
– -$228K -1,312 Closed
IIM
1004
InTrack Investment Management
Vermont
– -$227K -1,309 Closed
BBW
1005
Blue Barn Wealth
Utah
– -$226K -1,305 Closed
HIC
1006
Harvey Investment Company
Kentucky
– -$226K -1,304 Closed
TCB
1007
Texas Capital Bancshares
Texas
– -$226K -1,302 Closed
PAS
1008
Professional Advisory Services
Florida
– -$226K -1,300 Closed
PL
1009
Parthenon LLC
Kentucky
– -$226K -1,300 Closed
HA
1010
Hofer & Associates
California
– -$225K -1,298 Closed
OWA
1011
Opal Wealth Advisors
New York
– -$225K -1,296 Closed
BWA
1012
Burt Wealth Advisors
Maryland
– -$225K -1,296 Closed
LIA
1013
LS Investment Advisors
Michigan
– -$218K -1,258 Closed
BHWM
1014
Bar Harbor Wealth Management
New Hampshire
– -$218K -1,255 Closed
HTHT
1015
Hemenway Trust Hemenway Trust
New Hampshire
– -$217K -1,252 Closed
BHIA
1016
Birch Hill Investment Advisors
Massachusetts
– -$217K -1,250 Closed
MIM
1017
Moseley Investment Management
Florida
– -$215K -1,238 Closed
SFS
1018
Stiles Financial Services
Minnesota
– -$215K -1,238 Closed
CSIC
1019
Clifford Swan Investment Counsel
California
– -$212K -1,224 Closed
EIP
1020
Epoch Investment Partners
New York
– -$212K -1,223 Closed
FCM
1021
Fourpath Capital Management
Oklahoma
– -$212K -1,222 Closed
LIM
1022
Leavell Investment Management
Alabama
– -$211K -1,217 Closed
LW
1023
Linscomb Wealth
Texas
– -$211K -1,217 Closed
PWP
1024
Principle Wealth Partners
Connecticut
– -$210K -1,210 Closed
CFO
1025
CVA Family Office
Colorado
– -$209K -1,206 Closed
39 40
41
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