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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 %
ADMI
726
Albert D. Mason Inc
Massachusetts
$230K -$6.42K -44 -3%
SCM
727
SOL Capital Management
Maryland
$230K +$10.9K +75 +5%
IC
728
Inscription Capital
Texas
$230K – – –
HJIM
729
Henry James International Management
New York
$230K -$176K -1,208 -43%
BA
730
Bristlecone Advisors
Washington
$227K -$4.08K -28 -2%
NPF
731
Norris Perne & French
Michigan
$227K – – –
NDSI
732
Newman Dignan & Sheerar Inc
Rhode Island
$226K -$14.6K -100 -6%
FNC
733
First National Corp
Massachusetts
$225K -$97.9K -672 -30%
FVWA
734
Foster Victor Wealth Advisors
South Carolina
$225K +$225K +1,571 New
AT
735
Arden Trust
Delaware
$225K -$386K -2,649 -63%
MCC
736
Malaga Cove Capital
California
$224K +$7.28K +50 +3%
CFD
737
Creative Financial Designs
Indiana
$224K +$146 +1 +0.1%
MRCM
738
M&R Capital Management
New Jersey
$224K +$4.95K +34 +2%
FTA
739
Financial & Tax Architects
Missouri
$223K -$1.89K -13 -0.8%
CSPAM
740
Cary Street Partners Asset Management
Virginia
$222K – – –
FAFN
741
First Affirmative Financial Network
Colorado
$220K +$24.8K +170 +13%
CCM
742
Coerente Capital Management
Ontario, Canada
$220K +$220K +1,510 New
SC
743
Schulhoff & Co
Ohio
$220K – – –
GWANC
744
Guardian Wealth Advisors (North Carolina)
North Carolina
$218K +$12.7K +87 +6%
SG Americas Securities
745
SG Americas Securities
New York
$217K +$217K +1,487 New
HWA
746
Heartwood Wealth Advisors
Virginia
$216K – – –
KWM
747
Kingsview Wealth Management
Oregon
$216K -$33.5K -230 -13%
LB
748
Legacy Bridge
Iowa
$215K -$32.8K -225 -13%
SC
749
Savant Capital
Illinois
$214K +$214K +1,470 New
CAM
750
Carret Asset Management
New York
$214K -$72.8K -500 -25%
28 29
30
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