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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 %
MAM
251
Madison Asset Management
Wisconsin
$2.76M +$350K +1,932 +15%
TPCM
252
Templeton & Phillips Capital Management
Tennessee
$2.74M – – –
SVWAG
253
Sound View Wealth Advisors Group
Georgia
$2.73M +$245K +1,353 +10%
OC
254
Oppenheimer & Co
New York
$2.73M +$100K +552 +4%
SFO
255
Stokes Family Office
Louisiana
$2.69M +$39.9K +220 +2%
PAG
256
Private Advisor Group
New Jersey
$2.68M -$126K -698 -5%
BHPW
257
Beverly Hills Private Wealth
California
$2.68M +$262K +1,448 +11%
WIM
258
Weitz Investment Management
Nebraska
$2.66M +$544K +3,000 +26%
CAN
259
Cetera Advisor Networks
California
$2.65M -$225K -1,240 -8%
MFFIA
260
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.64M -$172K -950 -6%
Cetera Investment Advisers
261
Cetera Investment Advisers
Illinois
$2.59M -$46.4K -256 -2%
LKIM
262
Lawson Kroeker Investment Management
Nebraska
$2.58M +$1.85M +10,214 +255%
CHAM
263
Clear Harbor Asset Management
Connecticut
$2.57M +$25K +138 +1%
PFS
264
Prospera Financial Services
Texas
$2.55M +$465K +2,563 +22%
Dodge & Cox
265
Dodge & Cox
California
$2.53M -$107K -589 -4%
LCM
266
Logan Capital Management
Pennsylvania
$2.51M +$2.13M +11,756 +565%
BPA
267
Beacon Pointe Advisors
California
$2.5M +$343K +1,894 +16%
SYBT
268
Stock Yards Bank & Trust
Kentucky
$2.49M +$46.4K +256 +2%
HA
269
Hamel Associates
New Jersey
$2.47M – – –
RWA
270
Roberts Wealth Advisors
California
$2.46M +$106K +580 +5%
MC
271
Moors & Cabot
Massachusetts
$2.45M -$30.1K -166 -1%
MWM
272
Modera Wealth Management
New Jersey
$2.44M +$1.12M +6,169 +85%
WTC
273
WhitTier Trust Company
Nevada
$2.44M -$65K -359 -3%
CB
274
Commerce Bank
Missouri
$2.41M +$115K +635 +5%
BCM
275
Brookmont Capital Management
Texas
$2.4M +$5.8K +32 +0.2%
9 10
11
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