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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 %
HFS
176
Hantz Financial Services
Michigan
$4.45M 29,795 +5,565 +23%
TC
177
TownSquare Capital
Utah
$4.41M 29,592 -1,745 -6%
SIA
178
Sit Investment Associates
Minnesota
$4.41M 29,570 +50 +0.2%
NB
179
Northwest Bancshares
Pennsylvania
$4.3M 28,808 +937 +3%
TAM
180
Tocqueville Asset Management
New York
$4.26M 28,544 -500 -2%
CAM
181
Cypress Asset Management
Texas
$4.22M 28,309 +265 +0.9%
M&T Bank
182
M&T Bank
New York
$4.22M 28,270 -8,030 -22%
Cambridge Investment Research Advisors
183
Cambridge Investment Research Advisors
Iowa
$4.21M 28,249 -948 -3%
OHIS
184
Oak Harvest Investment Services
Texas
$4.17M 27,923 -14,176 -34%
Capital Fund Management (CFM)
185
Capital Fund Management (CFM)
France
$4.16M 27,902 +27,902 New
SC
186
Sepio Capital
Utah
$4.15M 27,812 -1,141 -4%
WCM
187
Weik Capital Management
Pennsylvania
$4.14M 27,775 -480 -2%
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.1M 27,468 +275 +1%
SIG
189
Sky Investment Group
Connecticut
$4.07M 27,249 -5 -0%
Brown Advisory
190
Brown Advisory
Maryland
$4.06M 27,196 -2,779 -9%
VPI
191
Value Partners Investments
Manitoba, Canada
$4.05M 27,156 +156 +0.6%
IFAM
192
Institutional & Family Asset Management
Colorado
$4.02M 26,931 +201 +0.8%
FNBT
193
FineMark National Bank & Trust
Florida
$4M 26,797 +448 +2%
MML Investors Services
194
MML Investors Services
Massachusetts
$3.98M 26,667 +991 +4%
KeyBank National Association
195
KeyBank National Association
Ohio
$3.92M 26,266 +633 +2%
New York State Common Retirement Fund
196
New York State Common Retirement Fund
New York
$3.85M 25,797 -928 -3%
HCM
197
Hutner Capital Management
Vermont
$3.74M 25,098 -352 -1%
KPWS
198
Kestra Private Wealth Services
Texas
$3.7M 24,827 +2,376 +11%
IWC
199
Integrated Wealth Concepts
Massachusetts
$3.67M 24,600 +2,843 +13%
BFA
200
Benedict Financial Advisors
Georgia
$3.65M 24,482 -73 -0.3%
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