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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 %
HCMT
251
Highland Capital Management (Tennessee)
Tennessee
$2.71M +$35.6K +200 +1%
TPCM
252
Templeton & Phillips Capital Management
Tennessee
$2.7M +$2.7M +15,150 New
NGA
253
Naples Global Advisors
Florida
$2.7M +$287K +1,612 +12%
NW
254
NewEdge Wealth
Pennsylvania
$2.64M +$252K +1,412 +11%
PBC
255
Pavion Blue Capital
California
$2.63M -$9.98K -56 -0.4%
SFO
256
Stokes Family Office
Louisiana
$2.6M +$411K +2,309 +19%
Dodge & Cox
257
Dodge & Cox
California
$2.59M – – –
Cetera Investment Advisers
258
Cetera Investment Advisers
Illinois
$2.59M +$813K +4,565 +46%
OC
259
Oppenheimer & Co
New York
$2.59M -$208K -1,165 -7%
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$2.57M +$177K +995 +7%
Connor, Clark & Lunn Investment Management (CC&L)
261
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.55M -$10.8M -60,771 -81%
LNWWM
262
Laird Norton Wetherby Wealth Management
California
$2.54M -$217K -1,217 -8%
CHAM
263
Clear Harbor Asset Management
Connecticut
$2.5M -$72.2K -405 -3%
WTC
264
WhitTier Trust Company
Nevada
$2.46M -$8.91K -50 -0.4%
MC
265
Moors & Cabot
Massachusetts
$2.44M -$13.4K -75 -0.5%
HA
266
Hamel Associates
New Jersey
$2.43M – – –
Manulife (Manufacturers Life Insurance)
267
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.42M -$1.78K -10 -0.1%
LG
268
Leuthold Group
Minnesota
$2.41M +$2.41M +13,504 New
SYBT
269
Stock Yards Bank & Trust
Kentucky
$2.4M -$45.1K -253 -2%
BZWA
270
Blue Zone Wealth Advisors
California
$2.4M – – –
BHPW
271
Beverly Hills Private Wealth
California
$2.37M +$2.37M +13,325 New
MAM
272
Madison Asset Management
Wisconsin
$2.37M -$257K -1,441 -10%
BG
273
Bahl & Gaynor
Ohio
$2.37M -$65K -365 -3%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$2.36M -$358K -2,010 -13%
BCM
275
Brookmont Capital Management
Texas
$2.36M -$59K -331 -2%
9 10
11
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