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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 %
KIA
676
KCM Investment Advisors
California
$277K -$24.9K -171 -8%
CFP
677
Catalyst Financial Partners
Massachusetts
$275K -$82.9K -569 -23%
SGA
678
Strategic Global Advisors
California
$275K -$105K -721 -28%
SRC
679
Sage Rhino Capital
California
$275K +$3.93K +27 +1%
FAIM
680
Financial Advocates Investment Management
Washington
$274K -$1.89K -13 -0.7%
GCM
681
Gallacher Capital Management
Colorado
$273K +$13K +89 +5%
CGL
682
Clarius Group LLC
Washington
$273K -$95.1K -653 -26%
HH
683
Hilltop Holdings
Texas
$272K -$11.4K -78 -4%
P
684
Pitcairn
Pennsylvania
$271K +$271K +1,862 New
CA
685
Carson Advisory
Georgia
$271K +$271K +1,861 New
AWM
686
Aries Wealth Management
Maine
$270K -$30.3K -208 -10%
PP
687
PDS Planning
Ohio
$270K -$31K -213 -10%
CIAS
688
Capital Investment Advisory Services
North Carolina
$267K -$16K -110 -6%
RBFC
689
Roman Butler Fullerton & Co
Missouri
$266K -$12.4K -86 -4%
AWP
690
Atlas Wealth Partners
Pennsylvania
$266K – – –
WC
691
Wexford Capital
Florida
$266K +$266K +1,826 New
BSW
692
Buckingham Strategic Wealth
Missouri
$266K +$23.4K +161 +10%
GSEP
693
Golden State Equity Partners
California
$264K +$264K +1,815 New
ATC
694
Argent Trust Co
Tennessee
$262K +$10.6K +73 +4%
FW
695
FirstPurpose Wealth
Utah
$261K +$261K +1,789 New
DP
696
Dearborn Partners
Illinois
$260K -$47.2K -324 -15%
WAP
697
Wealthcare Advisory Partners
Pennsylvania
$259K -$15.3K -105 -6%
APWM
698
Argonautica Private Wealth Management
Massachusetts
$258K +$5.54K +38 +2%
MWM
699
Meridian Wealth Management
Kentucky
$256K +$256K +1,760 New
AAS
700
Ameritas Advisory Services
Nebraska
$256K -$8.2K -56 -3%
26 27
28
29 30