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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 %
BSA
376
Bull Street Advisors
Georgia
$1.16M – – –
MWM
377
Modera Wealth Management
New Jersey
$1.16M -$74.4K -500 -6%
CIP
378
Capital Insight Partners
Arizona
$1.14M -$63.4K -426 -5%
IWM
379
Iams Wealth Management
Nebraska
$1.13M +$230K +1,504 +26%
PI
380
PEAK6 Investments
Illinois
$1.12M +$318K +2,139 +39%
SFO
381
Stokes Family Office
Louisiana
$1.12M -$10.9K -73 -1%
FFS
382
Founders Financial Securities
Maryland
$1.12M +$150K +1,007 +15%
PGCM
383
Prescott Group Capital Management
Oklahoma
$1.12M +$1.12M +7,500 New
HI
384
Horizon Investments
North Carolina
$1.11M +$152K +1,021 +16%
JIC
385
Joel Isaacson & Co
New York
$1.11M -$29.7K -200 -3%
PCP
386
Proficio Capital Partners
Massachusetts
$1.1M +$1.04K +7 +0.1%
WAM
387
Weatherly Asset Management
California
$1.1M – – –
CSPIA
388
Cary Street Partners Investment Advisory
Virginia
$1.09M +$19K +128 +2%
GRP
389
Global Retirement Partners
California
$1.08M +$992K +6,672 +1,101%
QCM
390
QRG Capital Management
Illinois
$1.07M +$150K +1,011 +16%
PHS
391
Pekin Hardy Strauss
Illinois
$1.06M +$190K +1,277 +22%
ISL
392
Ingalls & Snyder LLC
New York
$1.05M – – –
SF
393
Summit Financial
New Jersey
$1.05M -$24.8K -165 -2%
ATPW
394
Ashton Thomas Private Wealth
Arizona
$1.05M -$221K -1,485 -17%
FHA
395
First Horizon Advisors
Tennessee
$1.04M -$94.9K -638 -8%
EIM
396
Ervin Investment Management
Washington
$1.04M -$43.1K -290 -4%
CIA
397
Cape Investment Advisory
Georgia
$1.03M +$1M +6,746 +4,015%
RWM
398
Ritholtz Wealth Management
New York
$1.02M +$191K +1,285 +23%
FMI
399
Fiduciary Management Inc
Wisconsin
$1.02M +$35.7K +240 +4%
PGFC
400
Peapack-Gladstone Financial Corp
New Jersey
$1.02M -$178K -1,199 -15%
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