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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 %
SCI
526
Stableford Capital II
Arizona
$551K +$13.2K +92 +2%
LFAS
527
Level Four Advisory Services
Texas
$550K -$223K -1,534 -29%
KSWA
528
Kathleen S. Wright Associates
Pennsylvania
$541K – – –
BC
529
Bridgefront Capital
Texas
$541K +$289K +1,986 +115%
QCG
530
Quadrant Capital Group
Ohio
$540K +$36.4K +250 +7%
AF
531
Affiance Financial
Minnesota
$539K – – –
WA
532
Wealth Alliance
New York
$535K -$125K -857 -19%
RSWM
533
Robertson Stephens Wealth Management
California
$532K -$74.9K -514 -12%
TYCC
534
Texas Yale Capital Corp
Florida
$532K – – –
AA
535
Auxano Advisors
Washington
$531K +$531K +3,644 New
9WM
536
9258 Wealth Management
Ohio
$529K +$35.7K +245 +7%
CCM
537
Coldstream Capital Management
Washington
$528K +$528K +3,626 New
PS
538
Principal Securities
Iowa
$526K +$526K +3,608 New
WSTAM
539
Wilbanks Smith & Thomas Asset Management
Virginia
$525K -$30.3K -208 -5%
TSS
540
Two Sigma Securities
New York
$515K +$205K +1,407 +66%
IB
541
Intrust Bank
Kansas
$512K +$80.7K +554 +19%
DWM
542
Drive Wealth Management
Utah
$510K +$510K +3,501 New
EFS
543
Essex Financial Services
Connecticut
$503K -$95.9K -658 -16%
SIG
544
Stonegate Investment Group
Alabama
$503K -$727K -4,993 -59%
EI
545
Ellevest Inc
New York
$498K -$139K -957 -22%
GT
546
Glenview Trust
Kentucky
$497K -$54.5K -374 -10%
LMKC
547
L.M. Kohn & Company
Ohio
$497K -$17.9K -123 -3%
DI
548
DFPG Investments
Utah
$496K +$9.44K +66 +2%
AIM
549
Avity Investment Management
Connecticut
$495K +$495K +3,400 New
NG
550
Norden Group
Utah
$493K +$493K +3,388 New
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