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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 %
IPW
626
Inlet Private Wealth
Florida
$342K -$23K -158 -6%
MFG
627
Merit Financial Group
Georgia
$341K +$102K +701 +43%
MGIA
628
Moneta Group Investment Advisors
Missouri
$341K -$20.7K -142 -6%
WS
629
Wedbush Securities
California
$338K -$25.7K -176 -7%
BCM
630
Brasada Capital Management
Texas
$334K -$570K -3,915 -63%
AG
631
Advocate Group
Minnesota
$332K -$1.75K -12 -0.5%
TI
632
Trexquant Investment
Connecticut
$332K +$332K +2,278 New
BCA
633
Bay Colony Advisors
Massachusetts
$327K +$10.5K +72 +3%
MA
634
MJP Associates
Connecticut
$321K +$67K +460 +26%
HJGA
635
Hardman Johnston Global Advisors
Connecticut
$320K – – –
LWA
636
Lantern Wealth Advisors
New York
$320K +$320K +2,200 New
WWM
637
Western Wealth Management
Colorado
$319K -$54K -371 -14%
NAM
638
NTV Asset Management
West Virginia
$317K – – –
EWA
639
EP Wealth Advisors
California
$316K -$98.6K -677 -24%
ACA
640
Aptus Capital Advisors
Alabama
$315K +$5.54K +38 +2%
RIA
641
Realta Investment Advisors
Delaware
$314K -$165K -1,136 -35%
VA
642
Vident Advisory
Georgia
$313K -$83.9K -576 -21%
AWA
643
Arete Wealth Advisors
Illinois
$311K -$2.77K -19 -0.9%
FFA
644
Founders Financial Alliance
North Carolina
$310K -$39.9K -274 -11%
MYIA
645
Mount Yale Investment Advisors
Colorado
$310K -$35.4K -243 -10%
CL
646
Choreo LLC
Illinois
$309K -$4.08K -28 -1%
QCIG
647
Quad-Cities Investment Group
Iowa
$306K -$27.5K -192 -8%
SCM
648
Shelton Capital Management
Colorado
$304K -$14.6K -100 -5%
DIA
649
Dana Investment Advisors
Wisconsin
$304K -$104K -711 -25%
JWCA
650
J.W. Cole Advisors
Florida
$303K -$8.45K -58 -3%
24 25
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