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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 %
Citigroup
101
Citigroup
New York
$10.6M 70,729 +1,766 +3%
American Century Companies
102
American Century Companies
Missouri
$10.3M 69,173 +6,040 +10%
LCM
103
Lakewood Capital Management
New York
$10.1M 67,550 +67,550 New
JA
104
JLB & Associates
Michigan
$9.93M 66,546 -2,752 -4%
UCFA
105
United Capital Financial Advisors
Texas
$9.9M 66,347 -3,436 -5%
Mariner
106
Mariner
Kansas
$9.84M 65,965 +10,365 +19%
Ameriprise
107
Ameriprise
Minnesota
$9.75M 65,513 -3,460 -5%
LC
108
Lincoln Capital
Nebraska
$9.69M 64,940 +137 +0.2%
Neuberger Berman Group
109
Neuberger Berman Group
New York
$9.64M 64,595 -1,998 -3%
HPC
110
HM Payson & Co
Maine
$9.5M 63,653 -2,831 -4%
GCA
111
Guardian Capital Advisors
Ontario, Canada
$9.46M 61,163 -357 -0.6%
1832 Asset Management
112
1832 Asset Management
Ontario, Canada
$9.41M 63,111 +912 +1%
ACA
113
Anchor Capital Advisors
Massachusetts
$9.38M 62,910 -1,464 -2%
TBA
114
Tower Bridge Advisors
Pennsylvania
$9.25M 61,995 +72 +0.1%
BTW
115
Boston Trust Walden
Massachusetts
$9.2M 61,673 +1,683 +3%
BFM
116
Boston Financial Management
Massachusetts
$9.16M 61,433 -1,991 -3%
SC
117
Saybrook Capital
North Carolina
$9.02M 60,490 -745 -1%
HCM
118
Hutchinson Capital Management
California
$8.97M 60,101 +60,101 New
William Blair & Company
119
William Blair & Company
Illinois
$8.89M 59,575 -8,721 -13%
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$8.84M 59,224 +38,938 +192%
CCB
121
Country Club Bank
Missouri
$8.67M 57,913 +767 +1%
Creative Planning
122
Creative Planning
Kansas
$8.56M 57,384 +5,582 +11%
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$8.36M 56,028 +18,265 +48%
NAM
124
NorthCrest Asset Manangement
Minnesota
$8.27M 55,463 +141 +0.3%
WIM
125
WealthPlan Investment Management
Nebraska
$8M 53,613 +24,732 +86%
3 4
5
6 7