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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 %
NCM
126
Narwhal Capital Management
Georgia
$8.2M +$964K +5,674 +13%
MIM
127
Manitou Investment Management
Ontario, Canada
$8.03M +$27.3K +161 +0.3%
Citigroup
128
Citigroup
New York
$8.01M +$1.98M +11,663 +33%
PFP
129
Pinnacle Financial Partners
Tennessee
$7.93M +$415K +2,441 +6%
FPFS
130
First Personal Financial Services
North Carolina
$7.83M +$123K +724 +2%
LI
131
LMCG Investments
Massachusetts
$7.67M -$140K -823 -2%
AAM
132
AR Asset Management
California
$7.65M – – –
EAM
133
Erste Asset Management
Austria
$7.53M +$2.79M +16,430 +59%
LI
134
Lafayette Investments
Maryland
$7.46M +$118K +696 +2%
BL
135
BCWM LLC
Kansas
$7.45M +$28.4K +167 +0.4%
KAS
136
Kestra Advisory Services
Texas
$7.39M +$2.28M +13,399 +44%
TCOV
137
Trust Company of Vermont
Vermont
$7.04M -$84.7K -499 -1%
ECG
138
Edge Capital Group
Georgia
$6.88M +$6.08M +35,831 +765%
M&T Bank
139
M&T Bank
New York
$6.83M +$446K +2,626 +7%
USCWA
140
U.S. Capital Wealth Advisors
Texas
$6.78M +$262K +1,545 +4%
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$6.78M -$1.75M -10,313 -21%
SAM
142
Strategy Asset Managers
California
$6.66M -$153K -902 -2%
TTWM
143
TCV Trust & Wealth Management
Virginia
$6.64M +$208K +1,225 +3%
AMBIA
144
Allen Mooney & Barnes Investment Advisors
Georgia
$6.59M +$267K +1,570 +4%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$6.53M +$1.1M +6,460 +20%
AM
146
Atwater Malick
Pennsylvania
$6.5M +$174K +1,027 +3%
American Century Companies
147
American Century Companies
Missouri
$6.45M +$1.33M +7,843 +26%
LSWM
148
Lorne Steinberg Wealth Management
Canada
$6.45M +$1.35M +7,950 +26%
AI
149
Atria Investments
North Carolina
$6.42M +$30.1K +177 +0.5%
LOPW
150
Live Oak Private Wealth
North Carolina
$6.4M +$127K +749 +2%
4 5
6
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