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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 %
SRL
651
Scientech Research LLC
New Jersey
$303K +$303K +2,078 New
AFM
652
Abbot Financial Management
Massachusetts
$302K – – –
EH
653
Equitable Holdings
New York
$300K +$20.1K +138 +7%
RA
654
Ruggaard & Associates
Ohio
$298K – – –
ST
655
Spinnaker Trust
Maine
$297K -$11.7K -80 -4%
LFA
656
Laraway Financial Advisors
Minnesota
$296K – – –
1WA
657
180 Wealth Advisors
Washington
$296K +$3.03K +21 +1%
BFG
658
Beacon Financial Group
Texas
$296K +$296K +2,029 New
CPIG
659
Chicago Partners Investment Group
Illinois
$294K -$3.3K -24 -1%
AL
660
Aspiriant LLC
California
$294K -$43.8K -301 -13%
TA
661
TFG Advisers
Michigan
$293K -$10.2K -70 -3%
NHC
662
Nicholas Hoffman & Company
Georgia
$293K -$21.6K -148 -7%
FWIA
663
Fort Washington Investment Advisors
Ohio
$291K – – –
HL
664
HeadInvest LLC
Maine
$291K – – –
JWM
665
Jeppson Wealth Management
California
$289K +$16.2K +111 +6%
GBT
666
Grove Bank & Trust
Florida
$288K -$14K -96 -5%
DA
667
Doliver Advisors
Texas
$285K -$20.4K -140 -7%
GI
668
GAMMA Investing
California
$285K +$285K +1,974 New
CWM
669
Concentric Wealth Management
California
$284K – – –
TCM
670
Tandem Capital Management
New Jersey
$284K -$1.22M -8,344 -81%
FCCM
671
First City Capital Management
Georgia
$282K – – –
FOA
672
Five Oceans Advisors
California
$281K +$83.5K +573 +42%
CIC
673
Carnegie Investment Counsel
Ohio
$281K -$14.6K -100 -5%
LC
674
LCNB Corp
Ohio
$281K – – –
WH
675
Willner & Heller
California
$279K +$279K +1,914 New
25 26
27
28 29