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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 %
GI
551
Gradient Investments
Minnesota
$485K +$458K +3,144 +1,709%
Deutsche Bank
552
Deutsche Bank
Germany
$483K -$54.3K -373 -10%
SWM
553
Scissortail Wealth Management
Oklahoma
$481K +$481K +3,326 New
WI
554
WrapManager Inc
California
$477K -$36.7K -252 -7%
CIG
555
Cullen Investment Group
Louisiana
$474K +$474K +3,253 New
SL
556
Summitry LLC
California
$474K +$1.6K +11 +0.3%
ACA
557
Atlas Capital Advisors
Wyoming
$470K – – –
AUB
558
Atlantic Union Bankshares
Virginia
$470K -$193K -1,326 -29%
GG
559
Greenwood Gearhart
Arkansas
$467K -$13.2M -90,746 -97%
MFIM
560
Mesirow Financial Investment Management
Illinois
$466K +$466K +3,201 New
BFS
561
Bard Financial Services
Connecticut
$466K – – –
HAG
562
HighPoint Advisor Group
Illinois
$463K +$463K +3,178 New
PWPS
563
Pinnacle Wealth Planning Services
Ohio
$462K +$60.7K +417 +15%
STA
564
Summit Trail Advisors
New York
$461K +$162K +1,109 +54%
IFS
565
Intelligent Financial Strategies
Minnesota
$461K -$94.7K -650 -17%
DAS
566
Dynamic Advisor Solutions
Arizona
$457K +$68.1K +481 +17%
HCM
567
Howland Capital Management
Massachusetts
$454K +$21.8K +150 +5%
CIA
568
Cohen Investment Advisors
New Hampshire
$454K -$31.2K -214 -6%
VA
569
Valmark Advisers
Ohio
$453K -$17.6K -121 -4%
MPAM
570
Murphy Pohlad Asset Management
Minnesota
$450K -$24K -165 -5%
PFG
571
PAX Financial Group
Texas
$443K +$443K +2,999 New
SWM
572
SeaCrest Wealth Management
New York
$440K +$28.3K +200 +7%
FG
573
Fiduciary Group
Georgia
$440K -$52.4K -360 -11%
AIM
574
Alhambra Investment Management
Florida
$438K -$1.46K -10 -0.3%
WFMPM
575
Woodley Farra Manion Portfolio Management
Indiana
$437K – – –
21 22
23
24 25