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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 %
PFBT
701
Parkside Financial Bank & Trust
Missouri
$256K +$28.8K +198 +13%
AC
702
Avestar Capital
New York
$255K +$10.8K +74 +4%
SIA
703
Schechter Investment Advisors
Michigan
$255K -$56.2K -386 -18%
PCMC
704
Paragon Capital Management (Colorado)
Colorado
$255K – – –
ACM
705
Ategra Capital Management
Virginia
$255K +$255K +1,748 New
SPWM
706
Schrum Private Wealth Management
Florida
$254K -$29.1K -200 -10%
OMC
707
Old Mission Capital
Illinois
$254K +$254K +1,743 New
GVAG
708
Great Valley Advisor Group
Delaware
$253K +$21.7K +149 +9%
HI
709
Harbour Investments
Wisconsin
$253K +$67.9K +466 +37%
ONB
710
Old National Bancorp
Indiana
$246K +$246K +1,691 New
SPC
711
Sigma Planning Corp
Michigan
$246K -$343K -2,352 -58%
BIM
712
Baldwin Investment Management
Pennsylvania
$245K +$29.1K +200 +13%
MW
713
Marcum Wealth
Ohio
$245K -$96.1K -660 -28%
PWM
714
Perigon Wealth Management
California
$241K +$41.1K +282 +21%
BOPW
715
Brandywine Oak Private Wealth
Pennsylvania
$241K -$38.5K -264 -14%
AIM
716
Anchor Investment Management
South Carolina
$239K +$36.4K +250 +18%
RG
717
Rathbones Group
United Kingdom
$239K -$26.7K -183 -10%
LCWP
718
Legacy Capital Wealth Partners
Arkansas
$239K -$62.3K -428 -21%
MA
719
MONECO Advisors
Connecticut
$237K +$25.5K +175 +12%
GSB
720
Greenfield Savings Bank
Massachusetts
$237K – – –
EARNEST Partners
721
EARNEST Partners
Georgia
$233K -$5.1K -35 -2%
CF
722
Centaurus Financial
California
$231K +$3.21K +22 +1%
HC
723
Hara Capital
Washington
$231K +$231K +1,585 New
KP
724
Keel Point
Alabama
$231K +$18.6K +128 +9%
BWP
725
BSW Wealth Partners
Colorado
$230K -$66.6K -457 -22%
27 28
29
30 31