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Diageo
DEO

Overview Fund Activity

1,015 hedge funds and large institutions have $9.5B invested in Diageo in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 346 increasing their positions, 362 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,015
Holders Change
+50
Holders Change %
+5.18%
% of All Funds
16.38%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
128
Increased
346
Reduced
362
Closed
58
Calls
$46.5M
Puts
$35.8M
Net Calls
+$10.6M
Net Calls Change
-$15M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$664M
2
ClearBridge Investments
ClearBridge Investments
New York
$271M
3
Citadel Advisors
Citadel Advisors
Florida
$47.4M
4
Millennium Management
Millennium Management
New York
$39.7M
5
HNB
Huntington National Bank
Ohio
$30.5M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$36.2M
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
Bank of America
Bank of America
North Carolina
$868M
4
CCM
Cullen Capital Management
New York
$78.6M
5
Goldman Sachs
Goldman Sachs
New York
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGA
226
Eagle Global Advisors
Texas
$3.32M -$102K -570 -3%
CWP
227
Cyndeo Wealth Partners
Florida
$3.28M +$3.28M +18,380 New
TC
228
TownSquare Capital
Utah
$3.21M +$229K +1,286 +8%
MWA
229
Meridian Wealth Advisors
Texas
$3.2M +$356K +1,996 +13%
WT
230
Whittier Trust
California
$3.16M -$101K -566 -3%
PFO
231
Pathstone Family Office
New Jersey
$3.15M +$464K +2,802 +17%
FA
232
FDx Advisors
Illinois
$3.11M -$382K -2,141 -11%
HSBC Holdings
233
HSBC Holdings
United Kingdom
$3.09M +$3.09M +17,445 New
SCM
234
Seascape Capital Management
New Hampshire
$3.08M +$53.5K +300 +2%
TWI
235
Thomas White International
Illinois
$3.04M +$337K +1,889 +12%
SFG
236
Sather Financial Group
Texas
$3.04M +$2.38M +13,340 +361%
PA
237
Perennial Advisors
New York
$3.03M +$127K +712 +4%
SC
238
Searle & Co
Connecticut
$3.03M – – –
KJHP
239
K.J. Harrison & Partners
Ontario, Canada
$3.03M +$314K +1,300 +12%
CDH
240
Charles D. Hyman
$3.01M -$8.91K -50 -0.3%
HCA
241
Horan Capital Advisors
Ohio
$3M +$12.8K +72 +0.4%
CC
242
Courier Capital
New York
$2.91M -$103K -577 -3%
CAN
243
Cetera Advisor Networks
California
$2.82M +$886K +4,975 +46%
PI
244
PFS Investments
Georgia
$2.8M +$648K +3,637 +30%
KIG
245
Kennedy Investment Group
New Jersey
$2.78M +$2.78M +15,626 New
WIC
246
Woodmont Investment Counsel
Tennessee
$2.78M -$68.8K -386 -2%
MFFIA
247
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.77M +$2.77M +15,540 New
UBS AM
248
UBS AM
Illinois
$2.77M -$267K -1,500 -9%
ASN
249
Advisory Services Network
Georgia
$2.72M +$233K +1,309 +9%
RCM
250
Radnor Capital Management
Pennsylvania
$2.71M – – –
8 9
10
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