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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 %
SL
401
SFM LLC
New Hampshire
$974K +$974K +6,687 New
VVP
402
Venture Visionary Partners
Ohio
$970K +$62.3K +428 +7%
FMI
403
Fiduciary Management Inc
Wisconsin
$967K +$967K +6,638 New
VSQM
404
V-Square Quantitative Management
Illinois
$967K +$967K +6,638 New
JPWM
405
Jamison Private Wealth Management
Georgia
$953K -$17.8K -122 -2%
FFS
406
Founders Financial Securities
Maryland
$950K +$28.5K +196 +3%
AO
407
Advisor OS
Illinois
$947K +$203K +1,392 +27%
HI
408
Horizon Investments
North Carolina
$941K -$661K -4,540 -41%
MCCA
409
Mill Creek Capital Advisors
Pennsylvania
$938K -$94.5K -649 -9%
KFGK
410
Keystone Financial Group (Kentucky)
Kentucky
$929K +$36K +247 +4%
New York State Common Retirement Fund
411
New York State Common Retirement Fund
New York
$924K -$2.83M -19,452 -75%
Janus Henderson Group
412
Janus Henderson Group
United Kingdom
$914K – – –
PWG
413
Portside Wealth Group
Utah
$913K +$571K +3,918 +167%
AWM
414
Axxcess Wealth Management
California
$902K +$416K +2,854 +86%
AWM
415
AE Wealth Management
Kansas
$899K +$201K +1,388 +29%
QCM
416
QRG Capital Management
Illinois
$899K +$45.4K +312 +5%
BWM
417
BCGM Wealth Management
Indiana
$897K +$106K +729 +13%
BL
418
Balentine LLC
Georgia
$891K +$530K +3,638 +147%
HWA
419
Heritage Wealth Advisors
Virginia
$891K +$62.8K +431 +8%
RPC
420
Rossmore Private Capital
Connecticut
$881K – – –
HFM
421
Hartford Financial Management
Connecticut
$874K – – –
AGP
422
Autumn Glory Partners
Texas
$869K +$869K +5,966 New
FA
423
FDx Advisors
Illinois
$867K -$238K -1,636 -22%
CNBT
424
Canandaigua National Bank & Trust
New York
$865K -$28.7K -197 -3%
UB
425
UMB Bank
Missouri
$855K -$32K -220 -4%
15 16
17
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