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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 %
SCA
201
Snowden Capital Advisors
New York
$3.65M 24,454 -694 -3%
JAFL
202
Jay A. Fishman Ltd
Michigan
$3.63M 24,325 -725 -3%
SSA
203
Schonfeld Strategic Advisors
New York
$3.57M 23,900 +13,700 +134%
EI
204
Ethic Inc
New York
$3.47M 23,274 +4,018 +21%
SSB
205
Sandy Spring Bank
Maryland
$3.44M 23,042 -843 -4%
GWM
206
Graybill Wealth Management
Illinois
$3.39M 22,735 +58 +0.3%
BS
207
Banco Santander
Spain
$3.35M 22,435 +5,755 +35%
CAM
208
Cresset Asset Management
Illinois
$3.33M 21,962 -964 -4%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$3.32M 22,288 -3,066 -12%
MA
210
Montag & Associates
Georgia
$3.31M 21,886 -360 -2%
WP
211
WMS Partners
Maryland
$3.31M 22,203 -366 -2%
PAI
212
Pittenger & Anderson Inc
Nebraska
$3.19M 21,360 – –
HTC
213
Haverford Trust Company
Pennsylvania
$3.18M 21,348 +2,520 +13%
MKA
214
M. Kulyk & Associates
Georgia
$3.17M 21,262 -87 -0.4%
ACIM
215
Azimuth Capital Investment Management
Michigan
$3.17M 21,238 -688 -3%
CTC
216
Central Trust Company
Missouri
$3.13M 21,011 -336 -2%
PM
217
Phraction Management
Connecticut
$3.08M 20,618 +4,546 +28%
PBC
218
Pavion Blue Capital
California
$3M 20,309 +3,135 +18%
EGA
219
Eagle Global Advisors
Texas
$2.98M 19,943 +135 +0.7%
MWA
220
Meridian Wealth Advisors
Texas
$2.94M 19,735 +266 +1%
BZWA
221
Blue Zone Wealth Advisors
California
$2.94M 19,728 +401 +2%
BFS
222
Bradley Foster & Sargent
Connecticut
$2.94M 16,961 – –
MPIM
223
McGinn Penninger Investment Management
Virginia
$2.92M 19,577 -1,593 -8%
FAB
224
First American Bank
Illinois
$2.9M 19,434 -28 -0.1%
CNFG
225
Creegan & Nassoura Financial Group
New Hampshire
$2.88M 19,338 -160 -0.8%
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