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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 %
RFC
501
Regions Financial Corp
Alabama
$604K -$151K -1,034 -20%
CIA
502
Concurrent Investment Advisors
Florida
$603K +$603K +4,137 New
LWA
503
LWS Wealth Advisors
New Jersey
$597K +$597K +4,097 New
WPA
504
Winning Points Advisors
Florida
$594K +$90.9K +624 +18%
Nuveen Asset Management
505
Nuveen Asset Management
Illinois
$588K +$60.3K +414 +11%
PGWM
506
Pitti Group Wealth Management
New York
$585K -$62.8K -431 -10%
WCM
507
Wunderlich Capital Managemnt
Tennessee
$583K -$636K -4,368 -52%
TPWM
508
Twelve Points Wealth Management
Massachusetts
$583K -$171K -1,171 -23%
AA
509
Ancora Advisors
Ohio
$582K +$33.8K +232 +6%
RCAG
510
Rehmann Capital Advisory Group
Michigan
$581K +$91.6K +629 +19%
SW
511
SVB Wealth
Massachusetts
$581K +$10.2K +70 +2%
WJWM
512
Williams Jones Wealth Management
New York
$578K -$45.6K -313 -7%
TBWA
513
Three Bridge Wealth Advisors
California
$576K +$576K +3,957 New
SPIA
514
Steward Partners Investment Advisory
New York
$575K -$75.7K -520 -12%
CAM
515
Columbia Asset Management
Michigan
$571K -$43.7K -300 -7%
FMII
516
Farmers & Merchants Investments Inc
Nebraska
$568K -$49.7K -341 -8%
HCM
517
Highlander Capital Management
New Jersey
$568K -$21.8K -150 -4%
PA
518
Probity Advisors
Texas
$568K -$35.4K -243 -6%
CA
519
Cetera Advisors
Colorado
$567K -$36.3K -249 -6%
EVM
520
Evelyn V. Moreno
$565K – – –
NFGCM
521
Norman Fields Gottscho Capital Management
New York
$561K -$10.9K -75 -2%
QWM
522
Quadcap Wealth Management
Texas
$555K +$555K +3,813 New
SWM
523
Salvus Wealth Management
New Jersey
$555K -$4.52K -31 -0.8%
WG
524
Welch Group
Alabama
$554K +$70.2K +482 +15%
WA1
525
Wimmer Associates 1
California
$552K -$18.9K -130 -3%
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