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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 %
RC
326
Roundview Capital
New Jersey
$1.59M +$368K +2,033 +30%
CTFG
327
Capstone Triton Financial Group
Oklahoma
$1.56M -$70.3K -388 -4%
Janus Henderson Group
328
Janus Henderson Group
United Kingdom
$1.54M +$737K +4,067 +92%
VFA
329
Valeo Financial Advisors
Indiana
$1.53M +$19.8K +444 +1%
Two Sigma Investments
330
Two Sigma Investments
New York
$1.53M +$1.31M +7,249 +604%
AW
331
Alaethes Wealth
Nevada
$1.53M +$45.8K +253 +3%
PFO
332
Pathstone Family Office
New Jersey
$1.52M -$1.93M -10,630 -56%
CCA
333
Cobblestone Capital Advisors
New York
$1.51M -$10M -55,340 -87%
EPAM
334
Euro Pacific Asset Management
Puerto Rico
$1.5M -$61.1K -334 -4%
State Street
335
State Street
Massachusetts
$1.5M -$767K -4,197 -34%
SIG
336
Stonegate Investment Group
Alabama
$1.49M +$472K +2,607 +46%
WCM
337
Wunderlich Capital Managemnt
Tennessee
$1.49M +$86.8K +479 +6%
LWCFA
338
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.48M -$24.1K -133 -2%
WANY
339
Wealthspire Advisors (New York)
New York
$1.48M -$184K -1,018 -11%
PGFC
340
Peapack-Gladstone Financial Corp
New Jersey
$1.47M -$21K -115 -1%
WA
341
Wambolt & Associates
Colorado
$1.44M +$42.9K +236 +3%
ATPW
342
Ashton Thomas Private Wealth
Arizona
$1.44M +$65.8K +363 +5%
SWS
343
SYSTM Wealth Solutions
Illinois
$1.42M +$159K +880 +13%
BSA
344
Bull Street Advisors
Georgia
$1.42M -$90.6K -500 -6%
FHA
345
First Horizon Advisors
Tennessee
$1.4M +$200K +1,102 +17%
DS
346
DRW Securities
Illinois
$1.4M – – –
TFS
347
Thoroughbred Financial Services
Tennessee
$1.38M – – –
ISL
348
Ingalls & Snyder LLC
New York
$1.37M – – –
HWM
349
HB Wealth Management
Georgia
$1.37M -$3.08K -17 -0.2%
WAM
350
Weatherly Asset Management
California
$1.36M -$16.8K -92 -1%
12 13
14
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