DEO icon

Diageo
DEO

Overview Fund Activity

1,011 hedge funds and large institutions have $10B invested in Diageo in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 343 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
-4
Holders Change %
-0.39%
% of All Funds
16.18%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
94
Increased
367
Reduced
343
Closed
71
Calls
$77.9M
Puts
$67.2M
Net Calls
+$10.7M
Net Calls Change
+$59K

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$432M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$89.3M
3
Bank of America
3
Bank of America
North Carolina
$940M
4
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$41.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$65.6M

Top Sellers

1
NEAM
1
New England Asset Management
Connecticut
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.29M
3
Millennium Management
3
Millennium Management
New York
$7.49M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$641K
Name Holding Trade Value Shares
Change 		Shares
Change %
MHIC
226
Marble Harbor Investment Counsel
Massachusetts
$3.43M – – –
CCB
227
Cutter & Co Brokerage
Missouri
$3.38M -$113K -623 -3%
EGA
228
Eagle Global Advisors
Texas
$3.37M -$1.81K -10 -0.1%
UBS AM
229
UBS AM
Illinois
$3.32M +$507K +2,800 +18%
HTC
230
Haverford Trust Company
Pennsylvania
$3.22M -$443K -2,446 -12%
WT
231
Whittier Trust
California
$3.2M -$15.2K -84 -0.5%
CWP
232
Cyndeo Wealth Partners
Florida
$3.2M -$135K -745 -4%
PA
233
Perennial Advisors
New York
$3.16M +$70.8K +391 +2%
FA
234
FDx Advisors
Illinois
$3.11M – – –
HCA
235
Horan Capital Advisors
Ohio
$3.11M +$59.2K +327 +2%
SFG
236
Sather Financial Group
Texas
$3.11M +$20.5K +113 +0.7%
TWI
237
Thomas White International
Illinois
$3.1M +$2.54K +14 +0.1%
SC
238
Searle & Co
Connecticut
$3.08M -$71.2K -384 -2%
CDH
239
Charles D. Hyman
$3.06M +$3.62K +20 +0.1%
SCM
240
Seascape Capital Management
New Hampshire
$2.99M -$134K -740 -4%
PBC
241
Pavion Blue Capital
California
$2.98M +$308K +1,699 +12%
PM
242
Phraction Management
Connecticut
$2.94M +$1.27M +7,022 +76%
KIG
243
Kennedy Investment Group
New Jersey
$2.93M +$98.4K +543 +3%
ASN
244
Advisory Services Network
Georgia
$2.89M +$130K +715 +5%
LNWWM
245
Laird Norton Wetherby Wealth Management
California
$2.87M +$289K +1,596 +11%
CC
246
Courier Capital
New York
$2.84M -$115K -634 -4%
NGA
247
Naples Global Advisors
Florida
$2.82M +$51.2K +280 +2%
WIC
248
Woodmont Investment Counsel
Tennessee
$2.79M -$37.1K -205 -1%
HCMT
249
Highland Capital Management (Tennessee)
Tennessee
$2.78M +$26.8K +148 +1%
OSAM
250
O'Shaughnessy Asset Management
Connecticut
$2.76M +$148K +819 +6%
8 9
10
11 12