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Diageo
DEO

Overview Fund Activity

1,006 hedge funds and large institutions have $8.55B invested in Diageo in 2023 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 305 increasing their positions, 402 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+54
Holders Change %
+5.67%
% of All Funds
14.75%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
149
Increased
305
Reduced
402
Closed
80
Calls
$124M
Puts
$73.4M
Net Calls
+$50.6M
Net Calls Change
+$8.95M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$795M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
$43.3M
3
SRIM
Saratoga Research & Investment Management
California
$42.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$98.7M
5
Optiver Holding
Optiver Holding
Netherlands
$34.1M

Top Sellers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
2
Bank of America
Bank of America
North Carolina
$643M
3
UBS Group
UBS Group
Switzerland
$247M
4
Wells Fargo
Wells Fargo
California
$308M
5
ClearBridge Investments
ClearBridge Investments
New York
$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAP
226
Managed Asset Portfolios
Michigan
$2.84M +$2.84M +19,526 New
CNFG
227
Creegan & Nassoura Financial Group
New Hampshire
$2.82M – – –
SEC
228
Seven Eight Capital
New York
$2.8M +$2.8M +19,203 New
FT
229
Fiduciary Trust
Massachusetts
$2.78M -$31.6K -217 -1%
OIA
230
OneDigital Investment Advisors
Kansas
$2.76M +$465K +3,195 +20%
EGA
231
Eagle Global Advisors
Texas
$2.72M -$181K -1,240 -6%
PCM
232
Poehling Capital Management
Wisconsin
$2.72M +$2.72M +18,689 New
Harris Associates
233
Harris Associates
Illinois
$2.71M -$47.3K -325 -2%
FAB
234
First American Bank
Illinois
$2.7M -$128K -877 -5%
HSBC Holdings
235
HSBC Holdings
United Kingdom
$2.7M +$2.7M +18,506 New
NCM
236
Nelson Capital Management
California
$2.69M -$122K -838 -4%
MHIC
237
Marble Harbor Investment Counsel
Massachusetts
$2.66M -$153K -1,050 -5%
William Blair Investment Management
238
William Blair Investment Management
Illinois
$2.64M -$126K -865 -5%
KIG
239
Kennedy Investment Group
New Jersey
$2.62M +$184K +1,260 +8%
NGA
240
Naples Global Advisors
Florida
$2.62M +$207K +1,420 +9%
VF
241
Virtu Financial
New York
$2.58M +$1.66M +11,405 +181%
PFS
242
Prospera Financial Services
Texas
$2.57M +$264K +1,815 +11%
LCM
243
Logan Capital Management
Pennsylvania
$2.55M +$502K +3,446 +25%
TCCM
244
Timber Creek Capital Management
Massachusetts
$2.52M +$66.9K +459 +3%
CIP
245
Chartwell Investment Partners
Pennsylvania
$2.5M +$2.5M +17,168 New
DWA
246
Douglass Winthrop Advisors
New York
$2.5M -$187K -1,285 -7%
PA
247
Perennial Advisors
New York
$2.47M -$233K -1,600 -9%
CWP
248
Cyndeo Wealth Partners
Florida
$2.47M +$302K +2,076 +14%
Two Sigma Investments
249
Two Sigma Investments
New York
$2.46M +$2.46M +16,876 New
HCA
250
Horan Capital Advisors
Ohio
$2.44M -$35.2K -242 -1%
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