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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 %
SVWAG
276
Sound View Wealth Advisors Group
Georgia
$2M -$116K -795 -5%
CB
277
Commerce Bank
Missouri
$1.97M +$4.95K +34 +0.3%
CAM
278
Cresset Asset Management
Illinois
$1.97M -$1.23M -8,457 -39%
OSAM
279
O'Shaughnessy Asset Management
Connecticut
$1.96M +$191K +1,312 +11%
QT
280
Quantbot Technologies
New York
$1.95M +$283K +1,942 +17%
ASN
281
Advisory Services Network
Georgia
$1.95M -$50K -343 -3%
AAM
282
Auxier Asset Management
Oregon
$1.93M +$117K +800 +6%
CHAM
283
Clear Harbor Asset Management
Connecticut
$1.93M -$153K -1,047 -7%
QWP
284
Quotient Wealth Partners
Texas
$1.93M +$1.93M +13,219 New
WTC
285
WhitTier Trust Company
Nevada
$1.9M -$7.57K -52 -0.4%
BCM
286
Brookmont Capital Management
Texas
$1.9M -$16.6K -114 -0.9%
MC
287
Moors & Cabot
Massachusetts
$1.89M -$77.3K -531 -4%
BFO
288
Boston Family Office
Massachusetts
$1.87M +$43.4K +298 +2%
NIC
289
Northwest Investment Counselors
Oregon
$1.87M +$6.99K +48 +0.4%
Envestnet Portfolio Solutions
290
Envestnet Portfolio Solutions
Illinois
$1.87M -$80.1K -550 -4%
SFG
291
Sather Financial Group
Texas
$1.86M +$83.8K +575 +5%
MAM
292
Mystic Asset Management
Rhode Island
$1.84M +$16.2K +111 +0.9%
SSA
293
Schonfeld Strategic Advisors
New York
$1.84M -$1.65M -11,300 -47%
Cetera Investment Advisers
294
Cetera Investment Advisers
Illinois
$1.83M -$138K -945 -7%
LI
295
Louisbourg Investments
New Brunswick, Canada
$1.83M +$1.83M +12,568 New
BG
296
Bahl & Gaynor
Ohio
$1.83M -$28.4K -195 -2%
SYBT
297
Stock Yards Bank & Trust
Kentucky
$1.83M -$74.4K -511 -4%
PVI
298
Pine Valley Investments
New Jersey
$1.83M +$55.9K +384 +3%
GCM
299
Galibier Capital Management
Ontario, Canada
$1.82M +$847K +5,813 +87%
WC
300
Westhampton Capital
North Carolina
$1.8M -$94.5K -649 -5%
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