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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 %
PHS
426
Pekin Hardy Strauss
Illinois
$855K +$225K +1,545 +36%
IWM
427
Iams Wealth Management
Nebraska
$853K -$16.2K -111 -2%
FFWA
428
FRG Family Wealth Advisors
Washington
$844K – – –
CHJWM
429
Carlton Hofferkamp & Jenks Wealth Management
Texas
$843K -$16.5K -120 -2%
BFG
430
Bleakley Financial Group
New Jersey
$833K +$532K +3,654 +177%
SS
431
Simplicity Solutions
Minnesota
$831K +$530K +3,641 +177%
SHFA
432
SS&H Financial Advisors
Michigan
$830K -$72.8K -500 -8%
AWM
433
Aberdeen Wealth Management
Illinois
$828K -$28.7K -197 -3%
CWM
434
Compass Wealth Management
Connecticut
$826K -$65.5K -450 -7%
CW
435
Connectus Wealth
Ohio
$823K -$204K -1,403 -20%
EFMC
436
Empire Financial Management Company
New York
$821K +$9.18K +63 +1%
BSB
437
Bangor Savings Bank
Maine
$817K -$4.81K -33 -0.6%
RWM
438
Ritholtz Wealth Management
New York
$816K +$99.2K +681 +14%
CIA
439
Cascade Investment Advisors
Oregon
$806K +$806K +5,533 New
UBS AM
440
UBS AM
Illinois
$804K -$1.18M -8,083 -59%
TNA
441
True North Advisors
Texas
$800K -$21K -144 -3%
LI
442
LMCG Investments
Massachusetts
$792K -$6.32M -43,405 -89%
PI
443
PEAK6 Investments
Illinois
$789K +$789K +5,417 New
IAS
444
Insigneo Advisory Services
Florida
$789K +$217K +1,488 +38%
CCIA
445
Campbell & Co Investment Adviser
Maryland
$788K +$491K +3,369 +165%
LSAG
446
Lake Street Advisors Group
New Hampshire
$787K +$787K +5,403 New
TIAA Trust, National Association
447
TIAA Trust, National Association
North Carolina
$784K -$35.1K -241 -4%
IC
448
IEQ Capital
California
$783K +$315K +2,160 +67%
PAS
449
Park Avenue Securities
New York
$780K -$61.3K -421 -7%
RhumbLine Advisers
450
RhumbLine Advisers
Massachusetts
$773K +$17K +117 +2%
16 17
18
19 20