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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 %
NME
451
Notis-McConarty Edward
$772K – – –
CFB
452
Cullen/Frost Bankers
Texas
$768K -$17K -117 -2%
DWT
453
Dorsey & Whitney Trust
South Dakota
$750K +$94.8K +651 +14%
MPPW
454
Mitchell & Pahl Private Wealth
Oklahoma
$748K +$9.76K +67 +1%
Pacer Advisors
455
Pacer Advisors
Pennsylvania
$743K +$3.21K +22 +0.4%
LC
456
Lindbrook Capital
California
$742K -$108K -739 -13%
BP
457
Ballentine Partners
Massachusetts
$740K +$40.6K +279 +6%
HCA
458
Harbour Capital Advisors
Virginia
$737K -$32.2K -225 -4%
SCA
459
Sandy Cove Advisors
Massachusetts
$736K – – –
LA
460
LVW Advisors
New York
$734K +$7.87K +54 +1%
CCA
461
Catalyst Capital Advisors
New York
$728K +$728K +5,000 New
TIM
462
Tevis Investment Management
Texas
$726K +$726K +4,983 New
BBI
463
Baxter Bros Inc
Connecticut
$725K -$83.8K -575 -10%
ECM
464
Evergreen Capital Management
Washington
$724K +$193K +1,324 +36%
Lido Advisors
465
Lido Advisors
California
$723K -$33.5K -230 -4%
JCM
466
Jacobi Capital Management
Pennsylvania
$718K +$5.1K +35 +0.7%
Fiera Capital (Canada)
467
Fiera Capital (Canada)
Quebec, Canada
$716K -$171K -1,173 -19%
CWA
468
Canvas Wealth Advisors
Kansas
$708K +$115K +800 +19%
OAM
469
Occidental Asset Management
California
$707K -$14.6K -100 -2%
TC
470
Telemus Capital
Michigan
$706K -$273K -1,874 -28%
AG
471
AlTi Global
New York
$705K +$705K +4,840 New
FBT
472
First Bankers Trust
Kentucky
$701K -$972K -6,673 -58%
FTDI
473
First Trust Direct Indexing
Massachusetts
$700K +$136K +935 +24%
Asset Management One
474
Asset Management One
Japan
$694K -$18.2K -125 -3%
VT
475
Vise Technologies
New York
$693K +$33.5K +230 +5%
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