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Diageo
DEO

Overview Fund Activity

1,012 hedge funds and large institutions have $8.8B invested in Diageo in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 365 increasing their positions, 367 reducing their positions, and 88 closing their positions.

Holders
1,012
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
14.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
105
Increased
365
Reduced
367
Closed
88
Calls
$97.4M
Puts
$85.4M
Net Calls
+$12M
Net Calls Change
-$38.6M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$229M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$720M
3
BlackRock
3
BlackRock
New York
$197M
4
Bank of America
4
Bank of America
North Carolina
$758M
5
MIS
5
Morningstar Investment Services
Illinois
$74.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$387M
2
UBS Group
2
UBS Group
Switzerland
$135M
3
DC
3
Davenport & Co
Virginia
$10.2M
4
HMP
4
HS Management Partners
New York
$50M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$32M 216,341 -162,049 -43%
LPL Financial
52
LPL Financial
California
$29.1M 195,387 +40,327 +26%
NI
53
Nuance Investments
Missouri
$27.3M 183,602 -80,082 -30%
BCM
54
Becker Capital Management
Oregon
$25.9M 172,111 +43,738 +34%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$25.6M 172,350 +9,139 +6%
UCFA
56
United Capital Financial Advisors
Texas
$25.6M 172,238 +528 +0.3%
PC
57
Prevatt Capital
Bahamas
$23.1M 155,000 +155,000 New
Franklin Resources
58
Franklin Resources
California
$22.1M 148,514 -10,431 -7%
TIM
59
Thornburg Investment Management
New Mexico
$21.7M 146,203 +78,480 +116%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$21.4M 143,981 +63,708 +79%
TBC
61
Tweedy, Browne Co
Connecticut
$21.2M 142,743 -317 -0.2%
MML Investors Services
62
MML Investors Services
Massachusetts
$21.1M 142,021 +120,183 +550%
Lazard Asset Management
63
Lazard Asset Management
New York
$20.4M 137,292 +1,224 +0.9%
OAM
64
Oppenheimer Asset Management
New York
$20.3M 136,373 +9,222 +7%
KCM
65
Kornitzer Capital Management
Kansas
$20M 134,594 +13,831 +11%
Invesco
66
Invesco
Georgia
$19.8M 133,292 -20,820 -14%
SEI Investments
67
SEI Investments
Pennsylvania
$19.5M 131,111 +2,612 +2%
RMA
68
Roffman Miller Associates
Pennsylvania
$18.4M 123,390 -1,244 -1%
Citigroup
69
Citigroup
New York
$18.2M 122,693 +55,462 +82%
CCP
70
Clarkston Capital Partners
Michigan
$16.4M 110,385 +4,585 +4%
MCM
71
Mill Capital Management
North Carolina
$16.2M 109,112 +196 +0.2%
KA
72
Kerrisdale Advisers
Florida
$16.1M 108,009 +642 +0.6%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$16M 107,452 +6,927 +7%
CIBC World Market
74
CIBC World Market
Ontario, Canada
$15.5M 103,909 +13,155 +14%
HighTower Advisors
75
HighTower Advisors
Illinois
$15.1M 101,743 +15,262 +18%
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