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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 %
MIM
326
Meixler Investment Management
Arizona
$1.46M +$50.6K +340 +4%
AP
327
Arlington Partners
Alabama
$1.46M +$1.46M +9,794 New
Jones Financial Companies
328
Jones Financial Companies
Missouri
$1.45M +$45.2K +304 +3%
CNBTD
329
Citizens National Bank Trust Department
Mississippi
$1.45M +$14.1K +95 +1%
AGP
330
Autumn Glory Partners
Texas
$1.45M +$561K +3,774 +63%
YCM
331
Yousif Capital Management
Michigan
$1.43M -$34.2K -230 -2%
SF
332
Synovus Financial
Georgia
$1.43M -$12.4K -83 -0.9%
GWM
333
Geneos Wealth Management
Colorado
$1.41M +$1.35M +9,068 +2,129%
LF
334
Lantz Financial
Illinois
$1.4M +$2.98K +20 +0.2%
APWM
335
Atlas Private Wealth Management
New York
$1.38M +$275K +1,847 +25%
VFA
336
Voya Financial Advisors
Connecticut
$1.38M +$1.38M +9,224 New
HWM
337
HB Wealth Management
Georgia
$1.37M +$98.9K +665 +8%
BFEC
338
Benjamin F. Edwards & Company
Missouri
$1.37M +$92.8K +624 +7%
WANY
339
Wealthspire Advisors (New York)
New York
$1.36M -$51K -343 -4%
SC
340
Sapient Capital
Indiana
$1.35M -$105K -695 -7%
CT
341
Colonial Trust
South Carolina
$1.33M -$56.7K -381 -4%
Twin Tree Management
342
Twin Tree Management
Texas
$1.33M +$1.33M +8,939 New
CASC
343
Coppell Advisory Solutions Corp
Texas
$1.32M +$1.32M +8,900 New
WF
344
Welch & Forbes
Massachusetts
$1.31M -$45.7K -307 -3%
Jane Street
345
Jane Street
New York
$1.31M -$1.76M -11,866 -57%
RCM
346
Radnor Capital Management
Pennsylvania
$1.3M -$523K -3,518 -29%
AW
347
Alaethes Wealth
Nevada
$1.3M +$175K +1,163 +16%
CA
348
CoreCap Advisors
Michigan
$1.29M +$61.1K +411 +5%
TD Asset Management
349
TD Asset Management
Ontario, Canada
$1.29M +$43.4K +292 +3%
HA
350
Hamel Associates
New Jersey
$1.27M -$123K -825 -9%
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