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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 %
AWS
326
Atria Wealth Solutions
New York
$1.41M +$22.6K +155 +2%
SF
327
Synovus Financial
Georgia
$1.41M +$59.5K +408 +4%
SC
328
Sapient Capital
Indiana
$1.41M +$1.41M +9,655 New
CNBTD
329
Citizens National Bank Trust Department
Mississippi
$1.4M +$37.9K +260 +3%
WANY
330
Wealthspire Advisors (New York)
New York
$1.38M +$6.41K +44 +0.5%
MIM
331
Meixler Investment Management
Arizona
$1.38M +$117K +804 +9%
Jones Financial Companies
332
Jones Financial Companies
Missouri
$1.38M -$40.9K -281 -3%
IIM
333
Ipswich Investment Management
Massachusetts
$1.37M -$481K -3,304 -26%
LF
334
Lantz Financial
Illinois
$1.36M +$65K +446 +5%
HA
335
Hamel Associates
New Jersey
$1.36M -$401K -2,750 -23%
CT
336
Colonial Trust
South Carolina
$1.36M -$72.4K -497 -5%
SWS
337
SYSTM Wealth Solutions
Illinois
$1.33M +$534K +3,663 +67%
MOS
338
MGO One Seven
Ohio
$1.33M -$137K -938 -9%
MA
339
Mutual Advisors
Nebraska
$1.33M +$803K +5,515 +152%
AWM
340
Apollon Wealth Management
South Carolina
$1.33M +$724K +4,972 +120%
WF
341
Welch & Forbes
Massachusetts
$1.32M – – –
Balyasny Asset Management
342
Balyasny Asset Management
Illinois
$1.3M -$4.55M -31,268 -78%
RPCONE
343
Retirement Planning Company of New England
Rhode Island
$1.3M +$32.8K +225 +3%
VFA
344
Valeo Financial Advisors
Indiana
$1.29M +$16.6K +449 +1%
BFEC
345
Benjamin F. Edwards & Company
Missouri
$1.25M +$430K +2,951 +53%
HWM
346
HB Wealth Management
Georgia
$1.24M +$112K +771 +10%
ATPW
347
Ashton Thomas Private Wealth
Arizona
$1.24M -$40.8K -280 -3%
Focus Partners Wealth
348
Focus Partners Wealth
Massachusetts
$1.22M +$1.22M +8,398 New
BTWM
349
Baker Tilly Wealth Management
Wisconsin
$1.22M +$453K +3,107 +59%
TD Asset Management
350
TD Asset Management
Ontario, Canada
$1.22M +$536K +3,678 +79%
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