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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 %
CGH
351
Crossmark Global Holdings
Texas
$1.21M +$7.87K +54 +0.7%
CG
352
Caprock Group
Idaho
$1.21M +$643K +4,416 +114%
MWM
353
Modera Wealth Management
New Jersey
$1.21M -$73.4K -504 -6%
DWP
354
Daymark Wealth Partners
Ohio
$1.21M +$69.2K +475 +6%
GC
355
Guggenheim Capital
Illinois
$1.2M -$19.4K -133 -2%
EGM
356
Engineers Gate Manager
New York
$1.2M +$587K +4,032 +96%
CA
357
CoreCap Advisors
Michigan
$1.2M +$14.4K +99 +1%
EPAM
358
Euro Pacific Asset Management
Puerto Rico
$1.2M +$48.3K +330 +4%
State Street
359
State Street
Massachusetts
$1.2M – – –
GAM
360
Griffin Asset Management
New York
$1.19M +$12.4K +85 +1%
CIP
361
Capital Insight Partners
Arizona
$1.18M +$57.2K +393 +5%
NW
362
Naviter Wealth
Arkansas
$1.18M -$34.2K -235 -3%
PGFC
363
Peapack-Gladstone Financial Corp
New Jersey
$1.18M +$72.3K +496 +7%
TFS
364
Thoroughbred Financial Services
Tennessee
$1.17M -$233K -1,597 -17%
PA
365
Procyon Advisors
Connecticut
$1.16M -$569K -3,905 -33%
RWM
366
Rockline Wealth Management
New York
$1.14M +$1.14M +7,840 New
BSA
367
Bull Street Advisors
Georgia
$1.14M – – –
KFP
368
KMG Fiduciary Partners
Ohio
$1.13M +$143K +981 +14%
JIC
369
Joel Isaacson & Co
New York
$1.12M +$178K +1,223 +19%
FHA
370
First Horizon Advisors
Tennessee
$1.11M -$5.83K -40 -0.5%
DBRC
371
D.B. Root & Company
Pennsylvania
$1.11M -$4.52K -31 -0.4%
AAS
372
Avantax Advisory Services
Texas
$1.11M -$4.66K -32 -0.4%
SFO
373
Stokes Family Office
Louisiana
$1.11M -$262K -1,800 -19%
SAG
374
SageView Advisory Group
California
$1.11M +$773K +5,345 +230%
CTFG
375
Capstone Triton Financial Group
Oklahoma
$1.1M -$238K -1,637 -18%
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