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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 %
AWM
251
Absher Wealth Management
North Carolina
$2.43M -$145K -992 -6%
HTC
252
Haverford Trust Company
Pennsylvania
$2.43M -$684K -4,696 -22%
NW
253
NewEdge Wealth
Pennsylvania
$2.39M +$225K +1,544 +10%
LDB
254
Lee, Danner & Bass
Tennessee
$2.37M -$18.9K -130 -0.8%
QCM
255
Quantinno Capital Management
New York
$2.3M +$1.81M +12,435 +370%
OC
256
Oppenheimer & Co
New York
$2.29M +$215K +1,479 +10%
SCM
257
Seascape Capital Management
New Hampshire
$2.28M -$126K -864 -5%
CDH
258
Charles D. Hyman
$2.26M -$192K -1,320 -8%
WT
259
Whittier Trust
California
$2.25M -$13.4K -92 -0.6%
CC
260
Courier Capital
New York
$2.24M – – –
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$2.24M -$87.2K -599 -4%
VAS
262
Vestmark Advisory Solutions
Massachusetts
$2.23M +$256K +1,760 +13%
HCMT
263
Highland Capital Management (Tennessee)
Tennessee
$2.23M +$51K +350 +2%
SC
264
Searle & Co
Connecticut
$2.17M -$246K -1,688 -10%
LNWWM
265
Laird Norton Wetherby Wealth Management
California
$2.17M -$194K -1,331 -8%
WIC
266
Woodmont Investment Counsel
Tennessee
$2.17M -$51.4K -353 -2%
Marshall Wace
267
Marshall Wace
United Kingdom
$2.15M +$2.15M +14,740 New
MFFIA
268
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.14M -$3.35K -23 -0.2%
PAG
269
Private Advisor Group
New Jersey
$2.13M +$68.4K +470 +3%
BPA
270
Beacon Pointe Advisors
California
$2.1M -$82.9K -569 -4%
CIBC Asset Management
271
CIBC Asset Management
Ontario, Canada
$2.1M +$2.1M +14,435 New
LKIM
272
Lawson Kroeker Investment Management
Nebraska
$2.08M +$10.5K +72 +0.5%
CAN
273
Cetera Advisor Networks
California
$2.05M -$31.2K -214 -1%
BHPW
274
Beverly Hills Private Wealth
California
$2.05M -$94.4K -648 -4%
Dodge & Cox
275
Dodge & Cox
California
$2.03M – – –
9 10
11
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