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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 %
Balyasny Asset Management
151
Balyasny Asset Management
Illinois
$6M 40,220 +40,220 New
KCPG
152
Kavar Capital Partners Group
Kansas
$5.95M 39,854 +1,514 +4%
PL
153
Parkwood LLC
Ohio
$5.93M 39,761 +1,810 +5%
KAS
154
Kestra Advisory Services
Texas
$5.93M 39,730 -1,872 -4%
WP
155
WealthPLAN Partners
Nebraska
$5.92M 39,705 +20,425 +106%
Cerity Partners
156
Cerity Partners
New York
$5.88M 39,408 -5,665 -13%
TTWM
157
TCV Trust & Wealth Management
Virginia
$5.86M 39,272 +142 +0.4%
AC
158
Addenda Capital
Quebec, Canada
$5.84M 38,668 +7,902 +26%
TWM
159
Tanager Wealth Management
United Kingdom
$5.78M 38,142 – –
CTA
160
Colonial Trust Advisors
South Carolina
$5.7M 38,239 +953 +3%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$5.63M 37,753 -388 -1%
AI
162
Atria Investments
North Carolina
$5.56M 37,274 -636 -2%
LSWM
163
Lorne Steinberg Wealth Management
Canada
$5.54M 37,110 -480 -1%
SAM
164
Strategy Asset Managers
California
$5.39M 36,137 -2,697 -7%
Bank of Nova Scotia
165
Bank of Nova Scotia
Ontario, Canada
$5.36M 35,915 +3,517 +11%
TCOV
166
Trust Company of Vermont
Vermont
$5.24M 35,126 -5,746 -14%
Millennium Management
167
Millennium Management
New York
$5.21M 34,957 +19,737 +130%
TH
168
TCTC Holdings
Texas
$5.2M 34,840 -602 -2%
PGA
169
Portland Global Advisors
Maine
$5.18M 34,733 +1,067 +3%
BWM
170
Bulltick Wealth Management
Florida
$5.16M 34,607 +31,680 +1,082%
SBWIC
171
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.1M 34,212 +212 +0.6%
DWM
172
Dakota Wealth Management
Florida
$4.98M 33,350 -238 -0.7%
PA
173
Pinnacle Associates
New York
$4.76M 31,912 -272 -0.8%
WTA
174
Washington Trust Advisors
Massachusetts
$4.65M 31,181 -288 -0.9%
EWA
175
Exencial Wealth Advisors
Oklahoma
$4.64M 31,117 +43 +0.1%
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