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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 %
Mercer Global Advisors
276
Mercer Global Advisors
Colorado
$2.4M -$2.2M -12,144 -48%
WC
277
Westhampton Capital
North Carolina
$2.38M – – –
BG
278
Bahl & Gaynor
Ohio
$2.38M -$27.2K -150 -1%
NW
279
NewEdge Wealth
Pennsylvania
$2.37M -$312K -1,723 -12%
NIC
280
Northwest Investment Counselors
Oregon
$2.37M +$9.42K +52 +0.4%
BFO
281
Boston Family Office
Massachusetts
$2.35M +$18.8K +104 +0.8%
IIM
282
Ipswich Investment Management
Massachusetts
$2.31M +$174K +960 +8%
AT
283
Arden Trust
Delaware
$2.29M +$892K +4,921 +64%
KJHP
284
K.J. Harrison & Partners
Ontario, Canada
$2.27M – – –
MAM
285
Mystic Asset Management
Rhode Island
$2.26M -$19.9K -110 -0.9%
AWM
286
Absher Wealth Management
North Carolina
$2.26M +$2.02M +11,151 +844%
LDB
287
Lee, Danner & Bass
Tennessee
$2.24M – – –
PWMAG
288
Pinnacle Wealth Management Advisory Group
New Jersey
$2.24M -$4.53K -25 -0.2%
WCF
289
West Coast Financial
California
$2.23M -$18.5K -102 -0.8%
RB
290
Rodgers Brothers
Pennsylvania
$2.23M -$36.2K -200 -2%
Jones Financial Companies
291
Jones Financial Companies
Missouri
$2.22M -$94.9K -524 -4%
NA
292
NewEdge Advisors
Louisiana
$2.18M -$50.3K -274 -2%
AAM
293
Auxier Asset Management
Oregon
$2.15M -$8.15K -45 -0.4%
BTWM
294
Baker Tilly Wealth Management
Wisconsin
$2.06M +$914K +5,044 +80%
GWM
295
GSB Wealth Management
Connecticut
$2.05M – – –
AWM
296
Avitas Wealth Management
California
$2.03M -$15.4K -85 -0.8%
FBT
297
First Bankers Trust
Kentucky
$1.96M +$286K +1,581 +17%
OIA
298
OneDigital Investment Advisors
Kansas
$1.94M +$338K +1,866 +21%
RJT
299
Raymond James Trust
Florida
$1.93M +$166K +917 +9%
MOS
300
MGO One Seven
Ohio
$1.9M -$9.42K -52 -0.5%
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