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
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
351
Avantax Advisory Services
Texas
$1.35M +$129K +713 +11%
TCA
352
Transcend Capital Advisors
New Jersey
$1.35M +$4.89K +27 +0.4%
SHFA
353
SS&H Financial Advisors
Michigan
$1.35M
EIM
354
Ervin Investment Management
Washington
$1.34M -$26.6K -147 -2%
NW
355
Naviter Wealth
Arkansas
$1.33M +$121K +665 +10%
DBRC
356
D.B. Root & Company
Pennsylvania
$1.33M +$59.4K +328 +5%
CSPIA
357
Cary Street Partners Investment Advisory
Virginia
$1.32M -$10.7K -59 -0.8%
SCP
358
Shorepoint Capital Partners
Massachusetts
$1.32M +$194K +1,069 +17%
AWP
359
Accretive Wealth Partners
New Jersey
$1.31M +$28.4K +157 +2%
AWS
360
Atria Wealth Solutions
New York
$1.3M +$477K +2,610 +58%
Arrowstreet Capital
361
Arrowstreet Capital
Massachusetts
$1.29M -$35.5M -195,770 -96%
MCCA
362
Mill Creek Capital Advisors
Pennsylvania
$1.28M
PCP
363
Proficio Capital Partners
Massachusetts
$1.26M -$30.8K -170 -2%
KFP
364
KMG Fiduciary Partners
Ohio
$1.24M +$1.24M +6,836 New
AAM
365
Advisors Asset Management
Colorado
$1.23M -$509K -2,807 -29%
CIP
366
Capital Insight Partners
Arizona
$1.23M +$26.1K +144 +2%
KSWA
367
Kathleen S. Wright Associates
Pennsylvania
$1.22M -$9.06K -50 -0.7%
GCM
368
Galibier Capital Management
Ontario, Canada
$1.21M +$1.05M +5,800 +644%
AUB
369
Atlantic Union Bankshares
Virginia
$1.19M -$270K -1,492 -18%
SIM
370
Sterling Investment Management
Arizona
$1.19M -$16.1K -89 -1%
LA
371
LVW Advisors
New York
$1.18M -$172K -949 -13%
SF
372
Summit Financial
New Jersey
$1.18M -$4.57K -25 -0.4%
Chevy Chase Trust
373
Chevy Chase Trust
Maryland
$1.18M -$94.4K -521 -7%
JIC
374
Joel Isaacson & Co
New York
$1.17M
LC
375
Lindbrook Capital
California
$1.15M -$137K -754 -11%