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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 %
AW
376
Alaethes Wealth
Nevada
$1.09M -$136K -932 -11%
ORG
377
Optimist Retirement Group
Washington
$1.08M +$1.08M +7,436 New
APWM
378
Atlas Private Wealth Management
New York
$1.08M -$49.1K -337 -4%
PCP
379
Proficio Capital Partners
Massachusetts
$1.08M +$69K +474 +7%
DA
380
Dillon & Associates
Michigan
$1.08M -$212K -1,450 -16%
AC
381
Addison Capital
Pennsylvania
$1.07M +$501K +3,437 +87%
SWP
382
Stratos Wealth Partners
Ohio
$1.07M +$13K +89 +1%
WAM
383
Weatherly Asset Management
California
$1.07M -$2.19K -15 -0.2%
Susquehanna International Group
384
Susquehanna International Group
Pennsylvania
$1.06M -$196K -1,347 -16%
ITC
385
Inspire Trust Company
Nevada
$1.06M +$1.06M +7,269 New
EIM
386
Ervin Investment Management
Washington
$1.06M +$1.06M +7,256 New
S
387
SignatureFD
Georgia
$1.05M +$111K +759 +12%
CSPIA
388
Cary Street Partners Investment Advisory
Virginia
$1.05M -$44K -302 -4%
BSAM
389
Blue Square Asset Management
New York
$1.05M +$402K +2,760 +62%
PIM
390
Penobscot Investment Management
Massachusetts
$1.05M +$117K +800 +13%
Victory Capital Management
391
Victory Capital Management
Texas
$1.04M -$12.7M -87,130 -92%
SF
392
Summit Financial
New Jersey
$1.04M +$58.7K +403 +6%
ISL
393
Ingalls & Snyder LLC
New York
$1.03M -$18.2K -125 -2%
AWP
394
Accretive Wealth Partners
New Jersey
$1.03M -$47.3K -325 -4%
CUAMC
395
China Universal Asset Management Company
China
$1.01M -$1.4M -9,597 -58%
LWCFA
396
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.01M +$50.5K +350 +5%
BRWA
397
B. Riley Wealth Advisors
Florida
$1.01M -$153K -1,050 -13%
TCA
398
Transcend Capital Advisors
New Jersey
$988K -$47K -323 -5%
Allspring Global Investments
399
Allspring Global Investments
North Carolina
$977K +$1.6K +11 +0.2%
CAS
400
Coppell Advisory Solutions
Texas
$975K +$349K +2,393 +56%
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