DEO icon

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 %
NEI
576
Northwest & Ethical Investments
Ontario, Canada
$427K +$427K +2,934 New
HSA
577
HBK Sorce Advisory
Pennsylvania
$421K -$87.8K -603 -17%
IWA
578
Icon Wealth Advisors
Texas
$421K +$421K +2,893 New
RC
579
Roundview Capital
New Jersey
$421K -$929K -6,377 -69%
IW
580
Imprint Wealth
South Carolina
$420K – – –
FFA
581
Fragasso Financial Advisors
Pennsylvania
$419K -$68.8K -472 -14%
KAS
582
KPP Advisory Services
Kentucky
$417K +$216K +1,482 +107%
CIC
583
Crawford Investment Counsel
Georgia
$417K -$61.3K -421 -13%
AWAU
584
Alliance Wealth Advisors (Utah)
Utah
$416K +$416K +2,853 New
IAN
585
Integrated Advisors Network
Texas
$415K -$21.8K -150 -5%
WC
586
Wynn Capital
Georgia
$411K +$411K +2,822 New
FLPIM
587
F.L. Putnam Investment Management
Massachusetts
$410K +$12.8K +88 +3%
FC
588
FCA Corp
Texas
$408K – – –
ESB
589
Essex Savings Bank
Connecticut
$404K +$23.3K +160 +6%
AIA
590
Angeles Investment Advisors
California
$402K +$402K +2,761 New
VCA
591
Verdence Capital Advisors
Maryland
$402K -$343K -2,356 -46%
GCM
592
Graham Capital Management
Connecticut
$401K +$401K +2,754 New
CCA
593
Checchi Capital Advisers
California
$398K -$47K -323 -11%
OBGC
594
O'Brien Greene & Co
Pennsylvania
$395K -$37.9K -260 -9%
BFA
595
Beaumont Financial Advisors
Massachusetts
$393K -$20K -137 -5%
DWM
596
Dorchester Wealth Management
Quebec, Canada
$388K – – –
Luther King Capital Management (LKCM)
597
Luther King Capital Management (LKCM)
Texas
$385K -$237K -1,630 -38%
CB
598
Cadence Bank
Mississippi
$383K -$5.83K -40 -2%
CA
599
Clearstead Advisors
Ohio
$382K -$453K -3,109 -54%
LNC
600
Lincoln National Corp
Pennsylvania
$378K +$58K +398 +18%
22 23
24
25 26