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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 %
PCM
476
Parsons Capital Management
Rhode Island
$689K -$31.8K -218 -4%
DADC
477
D.A. Davidson & Co
Montana
$682K -$231K -1,585 -25%
Chevy Chase Trust
478
Chevy Chase Trust
Maryland
$678K – – –
WIM
479
WealthPlan Investment Management
Nebraska
$677K -$7.13M -48,967 -91%
BDS
480
Banco de Sabadell
Florida
$673K -$1.74K -12 -0.3%
Simplex Trading
481
Simplex Trading
Illinois
$672K +$672K +4,618 New
RP
482
Raelipskie Partnership
Ontario, Canada
$662K +$662K +4,547 New
Bessemer Group
483
Bessemer Group
New Jersey
$661K -$1.45M -9,935 -69%
BMCM
484
Bryn Mawr Capital Management
Pennsylvania
$651K -$76K -522 -10%
GT
485
Greenleaf Trust
Michigan
$643K -$26.1K -179 -4%
CCG
486
Cypress Capital Group
Florida
$640K +$2.91K +20 +0.5%
JIC
487
Johnson Investment Counsel
Ohio
$635K -$56.1K -385 -8%
Prudential Financial
488
Prudential Financial
New Jersey
$633K +$45.4K +312 +8%
CFA
489
CWS Financial Advisors
Michigan
$632K -$32.2K -221 -5%
AAM
490
Advisors Asset Management
Colorado
$629K +$147K +1,009 +31%
PA
491
Profund Advisors
Maryland
$628K +$178K +1,224 +40%
BFS
492
Bradley Foster & Sargent
Connecticut
$627K -$1.84M -12,658 -75%
CA
493
Cullinan Associates
Kentucky
$626K – – –
FNT
494
First National Trust
Pennsylvania
$625K +$39.3K +270 +7%
CBFP
495
Cedar Brook Financial Partners
Ohio
$620K +$620K +4,307 New
GC
496
Grimes & Company
Massachusetts
$615K +$2.91K +20 +0.5%
SFA
497
Sequoia Financial Advisors
Ohio
$615K +$67K +460 +12%
MGWM
498
Marks Group Wealth Management
Minnesota
$613K -$46.6K -320 -7%
SIAP
499
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$608K – – –
BCM
500
Barden Capital Management
Texas
$605K +$32.5K +218 +6%
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