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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.

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
1
Morgan Stanley
New York
$795M
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$43.3M
3
SRIM
3
Saratoga Research & Investment Management
California
$42.2M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$98.7M
5
Optiver Holding
5
Optiver Holding
Netherlands
$34.1M

Top Sellers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$0
2
Bank of America
2
Bank of America
North Carolina
$643M
3
UBS Group
3
UBS Group
Switzerland
$247M
4
Wells Fargo
4
Wells Fargo
California
$308M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$320M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$25.1M 172,272 +11,830 +7%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$25.1M 171,496 +86,897 +103%
UCFA
53
United Capital Financial Advisors
Texas
$25M 171,710 +105,363 +159%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$23.8M 163,211 +163,211 New
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$23.6M 164,248 +11,620 +8%
Franklin Resources
56
Franklin Resources
California
$23.2M 158,945 -8,346 -5%
LPL Financial
57
LPL Financial
California
$22.6M 155,060 +2,429 +2%
Invesco
58
Invesco
Georgia
$22.4M 154,112 +21,949 +17%
Truist Financial
59
Truist Financial
North Carolina
$22.3M 153,215 +37,842 +33%
First Manhattan
60
First Manhattan
New York
$22.3M 152,826 +30,369 +25%
TBC
61
Tweedy, Browne Co
Connecticut
$20.8M 143,060 -2,501 -2%
Lazard Asset Management
62
Lazard Asset Management
New York
$19.8M 136,068 -11,516 -8%
SEI Investments
63
SEI Investments
Pennsylvania
$18.7M 128,499 +1,420 +1%
BCM
64
Becker Capital Management
Oregon
$18.7M 128,373 +125,823 +4,934%
OAM
65
Oppenheimer Asset Management
New York
$18.5M 127,151 +51,951 +69%
SSWM
66
Smith Salley Wealth Management
North Carolina
$18.3M 125,333 +559 +0.4%
RMA
67
Roffman Miller Associates
Pennsylvania
$18.2M 124,634 -4,075 -3%
KCM
68
Kornitzer Capital Management
Kansas
$17.6M 120,763 +17,034 +16%
PWLP
69
Prio Wealth Limited Partnership
Massachusetts
$17.2M 118,250 -7,397 -6%
BC
70
Bartlett & Co
Ohio
$16.1M 110,432 -5,190 -4%
BCWM
71
Bartlett & Co Wealth Management
Ohio
$16.1M 110,432 -5,190 -4%
CI
72
Cambiar Investors
Colorado
$15.9M 109,153 -7,920 -7%
MCM
73
Mill Capital Management
North Carolina
$15.9M 108,916 +772 +0.7%
KA
74
Kerrisdale Advisers
Florida
$15.6M 107,367 +62,553 +140%
CCP
75
Clarkston Capital Partners
Michigan
$15.4M 105,800 +2,181 +2%
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