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Diageo
DEO

Overview Fund Activity

1,012 hedge funds and large institutions have $8.8B invested in Diageo in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 365 increasing their positions, 367 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
14.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
105
Increased
365
Reduced
367
Closed
88
Calls
$97.4M
Puts
$85.4M
Net Calls
+$12M
Net Calls Change
-$38.6M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
$229M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$720M
3
BlackRock
BlackRock
New York
$197M
4
Bank of America
Bank of America
North Carolina
$758M
5
MIS
Morningstar Investment Services
Illinois
$74.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$387M
2
UBS Group
UBS Group
Switzerland
$135M
3
DC
Davenport & Co
Virginia
$10.2M
4
HMP
HS Management Partners
New York
$50M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
301
Farther Finance Advisors
California
$1.75M +$174K +1,176 +11%
DWP
302
Daymark Wealth Partners
Ohio
$1.75M +$518K +3,483 +42%
SI
303
Stephens Inc
Arkansas
$1.73M -$14.9K -100 -0.9%
GCM
304
Galibier Capital Management
Ontario, Canada
$1.73M -$134K -900 -7%
ASN
305
Advisory Services Network
Georgia
$1.73M -$261K -1,755 -13%
ORG
306
Optimist Retirement Group
Washington
$1.72M +$616K +4,143 +56%
MA
307
Mutual Advisors
Nebraska
$1.71M +$349K +2,344 +26%
WA
308
Wambolt & Associates
Colorado
$1.71M +$250K +1,692 +17%
RJT
309
Raymond James Trust
Florida
$1.68M +$149K +1,001 +10%
DWA
310
Douglass Winthrop Advisors
New York
$1.67M -$881K -5,924 -35%
GWM
311
GSB Wealth Management
Connecticut
$1.63M -$5.65K -38 -0.3%
ACM
312
Aquatic Capital Management
Illinois
$1.62M +$1.41M +9,500 +679%
ATC
313
Argent Trust Co
Tennessee
$1.61M +$1.34M +9,010 +500%
PAM
314
Panagora Asset Management
Massachusetts
$1.61M +$1.61M +10,796 New
PWMAG
315
Pinnacle Wealth Management Advisory Group
New Jersey
$1.6M -$63.5K -427 -4%
WCF
316
West Coast Financial
California
$1.58M -$11.3K -76 -0.7%
PA
317
Parallel Advisors
California
$1.56M -$182K -1,221 -10%
QWP
318
Quotient Wealth Partners
Texas
$1.55M -$411K -2,765 -21%
Balyasny Asset Management
319
Balyasny Asset Management
Illinois
$1.55M +$219K +1,474 +16%
CA
320
Cetera Advisors
Colorado
$1.55M +$971K +6,525 +168%
CIA
321
Concurrent Investment Advisors
Florida
$1.54M +$929K +6,248 +151%
KIA
322
Knollwood Investment Advisory
Maryland
$1.51M – – –
JAFL
323
Jay A. Fishman Ltd
Michigan
$1.49M -$1.86M -12,510 -55%
CAM
324
Councilmark Asset Management
Tennessee
$1.49M +$1.49M +10,037 New
Toronto Dominion Bank
325
Toronto Dominion Bank
Ontario, Canada
$1.48M +$13.4K +90 +0.9%
11 12
13
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