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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 %
PFP
126
Pinnacle Financial Partners
Tennessee
$7.94M 53,223 +169 +0.3%
Capital International Investors
127
Capital International Investors
California
$7.89M 52,669 +714 +1%
TWC
128
TD Waterhouse Canada
Ontario, Canada
$7.86M 51,571 -775 -1%
RSVP
129
Ramsay Stattman Vela & Price
Colorado
$7.68M 51,505 +1,090 +2%
CA
130
Callahan Advisors
Texas
$7.52M 50,377 +2,240 +5%
SCA
131
Stonebridge Capital Advisors
Minnesota
$7.34M 49,194 +2,571 +6%
USCWA
132
U.S. Capital Wealth Advisors
Texas
$7.33M 49,141 +2,269 +5%
RWP
133
RWA Wealth Partners
Massachusetts
$7.3M 48,903 +463 +1%
LI
134
LMCG Investments
Massachusetts
$7.29M 48,840 +6,400 +15%
Renaissance Technologies
135
Renaissance Technologies
New York
$7.27M 48,730 +48,730 New
CSS
136
Cubist Systematic Strategies
Connecticut
$7.03M 47,094 +47,094 New
LI
137
Lafayette Investments
Maryland
$6.87M 46,034 +778 +2%
AAM
138
AR Asset Management
California
$6.73M 45,090 +50 +0.1%
BL
139
BCWM LLC
Kansas
$6.71M 44,965 +436 +1%
FPFS
140
First Personal Financial Services
North Carolina
$6.69M 44,859 -1,028 -2%
AMBIA
141
Allen Mooney & Barnes Investment Advisors
Georgia
$6.69M 44,814 +2,718 +6%
KA
142
Kerrisdale Advisers
Florida
$6.69M 44,814 +1,975 +5%
ECG
143
Edge Capital Group
Georgia
$6.64M 44,534 +1,723 +4%
MIM
144
Manitou Investment Management
Ontario, Canada
$6.46M 43,288 -198 -0.5%
GT
145
Glenmede Trust
Pennsylvania
$6.45M 43,236 -12,198 -22%
LOPW
146
Live Oak Private Wealth
North Carolina
$6.38M 42,792 +790 +2%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$6.35M 42,560 +82 +0.2%
NCM
148
Narwhal Capital Management
Georgia
$6.33M 42,448 -9,780 -19%
SHA
149
Seneca House Advisors
Virginia
$6.17M 40,697 +3,141 +8%
AM
150
Atwater Malick
Pennsylvania
$6.16M 41,289 +74 +0.2%
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