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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
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 %
LBC
1026
Lowe Brockenbrough & Co
Virginia
– -$208K -1,199 Closed
SIMG
1027
Sonora Investment Management Group
Arizona
– -$208K -1,198 Closed
LWM
1028
Liberty Wealth Management
California
– -$208K -1,198 Closed
CWM
1029
Curi Wealth Management
North Carolina
– -$208K -1,197 Closed
Empower Advisory Group
1030
Empower Advisory Group
Colorado
– -$208K -1,197 Closed
AWE
1031
Avidian Wealth Enterprises
Texas
– -$207K -1,195 Closed
MIA
1032
MMBG Investment Advisors
Florida
– -$202K -1,194 Closed
ERIM
1033
Eagle Ridge Investment Management
Connecticut
– -$207K -1,193 Closed
CPRC
1034
Consolidated Portfolio Review Corp
New York
– -$204K -1,178 Closed
EM
1035
Excalibur Management
Massachusetts
– -$203K -1,169 Closed
RMAM
1036
Raab & Moskowitz Asset Management
New Jersey
– -$202K -1,167 Closed
FVWA
1037
Foster Victor Wealth Advisors
South Carolina
– -$201K -1,162 Closed
DFG
1038
Delta Financial Group
New Jersey
– -$200K -1,155 Closed
IGWM
1039
ICA Group Wealth Management
Colorado
– -$129K -742 Closed
MCI
1040
MRP Capital Investments
Georgia
– -$67.3K -388 Closed
FA
1041
Fiduciary Alliance
South Carolina
– -$44.2K -255 Closed
ODG
1042
O'Dell Group
Ohio
– -$42.3K -244 Closed
PIAS
1043
PCA Investment Advisory Services
Ohio
– -$31.4K -181 Closed
AP
1044
Arlington Partners
Alabama
– -$20.5K -118 Closed
CWA
1045
Clearview Wealth Advisors
Oregon
– -$19.3K -111 Closed
BG
1046
Bollard Group
Massachusetts
– -$14K -80 Closed
TAIM
1047
TD Ameritrade Investment Management
Nebraska
– -$13K -73 Closed
FCT
1048
First Community Trust
Iowa
– -$12.1K -70 Closed
TFP
1049
Tilia Fiduciary Partners
North Carolina
– -$11.3K -65 Closed
WAM
1050
Worth Asset Management
Texas
– -$10.2K -59 Closed
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