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 %
Lido Advisors
426
Lido Advisors
California
$929K +$350K +1,934 +61%
SPC
427
Sigma Planning Corp
Michigan
$929K +$1.09K +6 +0.1%
DI
428
DFPG Investments
Utah
$927K +$383K +2,113 +70%
AWM
429
Apollon Wealth Management
South Carolina
$924K -$62.1K -343 -6%
Allspring Global Investments
430
Allspring Global Investments
North Carolina
$921K +$81.5K +450 +10%
SCA
431
Sandy Cove Advisors
Massachusetts
$915K +$18.1K +100 +2%
CAM
432
Columbia Asset Management
Michigan
$905K +$5.98K +33 +0.7%
DADC
433
D.A. Davidson & Co
Montana
$904K -$788K -4,349 -47%
PCM
434
Parsons Capital Management
Rhode Island
$897K
HCA
435
Harbour Capital Advisors
Virginia
$891K +$4.71K +26 +0.5%
CCIA
436
Campbell & Co Investment Adviser
Maryland
$889K -$1.21M -6,671 -58%
VT
437
Vise Technologies
New York
$888K +$16.5K +91 +2%
Luther King Capital Management (LKCM)
438
Luther King Capital Management (LKCM)
Texas
$888K +$64K +353 +8%
QCM
439
Quantinno Capital Management
New York
$885K +$179K +986 +25%
TA
440
Tiedemann Advisors
New York
$884K +$10K +55 +1%
AWM
441
AE Wealth Management
Kansas
$881K -$4.89K -27 -0.6%
HWA
442
Heritage Wealth Advisors
Virginia
$876K -$26.1K -144 -3%
BDS
443
Banco de Sabadell
Florida
$876K -$36.6K -202 -4%
IWM
444
Iams Wealth Management
Nebraska
$875K +$295K +1,627 +51%
CS
445
Comerica Securities
Michigan
$874K -$32.5K -178 -4%
TD Asset Management
446
TD Asset Management
Ontario, Canada
$866K -$26.5K -146 -3%
FTDI
447
First Trust Direct Indexing
Massachusetts
$866K -$41.9K -231 -5%
IFS
448
Intelligent Financial Strategies
Minnesota
$860K -$46K -252 -5%
WJWM
449
Williams Jones Wealth Management
New York
$856K -$34.2K -189 -4%
Prudential Financial
450
Prudential Financial
New Jersey
$843K -$61.3K -355 -7%