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Diageo
DEO

Overview Fund Activity

1,015 hedge funds and large institutions have $9.5B invested in Diageo in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 346 increasing their positions, 362 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,015
Holders Change
+50
Holders Change %
+5.18%
% of All Funds
16.38%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
128
Increased
346
Reduced
362
Closed
58
Calls
$46.5M
Puts
$35.8M
Net Calls
+$10.6M
Net Calls Change
-$15M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$77.2M
2
ClearBridge Investments
ClearBridge Investments
New York
+$49.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$47.4M
4
Millennium Management
Millennium Management
New York
+$28.7M
5
HNB
Huntington National Bank
Ohio
+$20.5M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$63.5M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$31.6M
3
Bank of America
Bank of America
North Carolina
-$25.4M
4
CCM
Cullen Capital Management
New York
-$22.8M
5
Goldman Sachs
Goldman Sachs
New York
-$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHIA
776
Birch Hill Investment Advisors
Massachusetts
$223K – – –
HI
777
Harbour Investments
Wisconsin
$222K +$41.2K +231 +23%
BSW
778
Buckingham Strategic Wealth
Missouri
$222K -$93.7K -526 -30%
BFO
779
Biltmore Family Office
North Carolina
$222K -$1.6K -9 -0.7%
HBT
780
Hills Bank & Trust
Iowa
$219K – – –
EM
781
Excalibur Management
Massachusetts
$219K – – –
MA
782
MJP Associates
Connecticut
$219K +$5.7K +32 +3%
BAAM
783
Baker Avenue Asset Management
California
$218K -$64.1K -360 -23%
HIA
784
Harbor Investment Advisory
Maryland
$217K +$2.67K +15 +1%
Koshinski Asset Management
785
Koshinski Asset Management
Illinois
$217K +$217K +1,217 New
HS
786
Horan Securities
United States
$216K -$3.74K -21 -2%
KC
787
Knuff & Co
California
$216K – – –
BIP
788
Blueprint Investment Partners
North Carolina
$216K +$216K +1,213 New
BAM
789
Belpointe Asset Management
Nevada
$216K -$21K -118 -9%
HTHT
790
Hemenway Trust Hemenway Trust
New Hampshire
$215K +$1.6K +9 +0.8%
SFS
791
Stiles Financial Services
Minnesota
$214K +$214K +1,201 New
Two Sigma Investments
792
Two Sigma Investments
New York
$214K -$10.1M -56,759 -98%
MSFP
793
Mark Sheptoff Financial Planning
Connecticut
$214K – – –
TC
794
Titleist Capital
Texas
$213K +$213K +1,196 New
MIA
795
MMBG Investment Advisors
Florida
$213K -$40.7K -228 -16%
CWM
796
Curi Wealth Management
North Carolina
$212K -$3.92K -22 -2%
CT
797
Cambridge Trust
Massachusetts
$212K – – –
TFS
798
TrustCore Financial Services
Tennessee
$210K -$36.4K -204 -15%
TSW
799
Thompson Siegel & Walmsley
Virginia
$209K – – –
LBC
800
Lowe Brockenbrough & Co
Virginia
$209K +$209K +1,171 New
30 31
32
33 34