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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
+$316M
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
+$35.7M
5
Optiver Holding
Optiver Holding
Netherlands
+$34.1M

Top Sellers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$73.9M
2
Bank of America
Bank of America
North Carolina
-$57.5M
3
UBS Group
UBS Group
Switzerland
-$33.7M
4
Wells Fargo
Wells Fargo
California
-$29.9M
5
ClearBridge Investments
ClearBridge Investments
New York
-$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RB
301
Rodgers Brothers
Pennsylvania
$1.8M – – –
RCM
302
Radnor Capital Management
Pennsylvania
$1.79M -$87.4K -600 -5%
MAM
303
Madison Asset Management
Wisconsin
$1.77M -$121K -829 -6%
KPWS
304
Kestra Private Wealth Services
Texas
$1.76M -$1.85M -12,730 -51%
NA
305
NewEdge Advisors
Louisiana
$1.76M +$174K +1,212 +11%
BCM
306
Bayesian Capital Management
New York
$1.73M +$1.49M +10,195 +603%
SI
307
Stephens Inc
Arkansas
$1.71M +$137K +939 +9%
PA
308
Parallel Advisors
California
$1.7M +$1.12M +7,718 +195%
LCAM
309
London & Capital Asset Management
United Kingdom
$1.69M +$146K +1,005 +9%
MLL
310
Moody Lynn & Lieberson
Massachusetts
$1.68M +$1.01M +6,910 +150%
RIA
311
Regal Investment Advisors
Michigan
$1.66M +$778K +5,338 +88%
PWMAG
312
Pinnacle Wealth Management Advisory Group
New Jersey
$1.63M -$144K -988 -8%
GWM
313
GSB Wealth Management
Connecticut
$1.6M -$66.1K -454 -4%
SC
314
SouthState Corp
Florida
$1.59M +$125K +857 +9%
GFS
315
GYL Financial Synergies
Connecticut
$1.58M +$27.1K +186 +2%
OPA
316
Old Port Advisors
Maine
$1.58M +$57K +391 +4%
WCF
317
West Coast Financial
California
$1.56M -$172K -1,184 -10%
FFA
318
Farther Finance Advisors
California
$1.56M +$1.48M +10,157 +1,924%
MSS
319
Mitchell Sinkler & Starr
Pennsylvania
$1.53M +$462K +3,171 +43%
VPIM
320
Vanguard Personalized Indexing Management
California
$1.52M -$109K -749 -7%
RJT
321
Raymond James Trust
Florida
$1.5M +$81.6K +560 +6%
KIA
322
Knollwood Investment Advisory
Maryland
$1.48M +$1.48M +10,137 New
YCM
323
Yousif Capital Management
Michigan
$1.44M +$89.6K +615 +7%
Toronto Dominion Bank
324
Toronto Dominion Bank
Ontario, Canada
$1.44M -$41.5K -285 -3%
WA
325
Wambolt & Associates
Colorado
$1.43M +$173K +1,189 +14%
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