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Diageo
DEO

Overview Fund Activity

1,011 hedge funds and large institutions have $10B invested in Diageo in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 367 increasing their positions, 343 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
-4
Holders Change %
-0.39%
% of All Funds
16.18%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
94
Increased
367
Reduced
343
Closed
71
Calls
$77.9M
Puts
$67.2M
Net Calls
+$10.7M
Net Calls Change
+$59K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$432M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$89.3M
3
Bank of America
Bank of America
North Carolina
$940M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$41.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$65.6M

Top Sellers

1
NEAM
New England Asset Management
Connecticut
$0
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.29M
3
Millennium Management
Millennium Management
New York
$7.49M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$641K
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
776
Leavell Investment Management
Alabama
$223K -$18.3K -100 -8%
BSW
777
Buckingham Strategic Wealth
Missouri
$222K – – –
ERIM
778
Eagle Ridge Investment Management
Connecticut
$222K -$53.4K -295 -19%
EIP
779
Epoch Investment Partners
New York
$222K -$16.1K -89 -7%
LWM
780
Liberty Wealth Management
California
$221K +$221K +1,221 New
HIA
781
Harbor Investment Advisory
Maryland
$221K – – –
IAA
782
Independent Advisor Alliance
North Carolina
$219K +$219K +1,211 New
CIAS
783
Capital Investment Advisory Services
North Carolina
$219K -$40.8K -225 -16%
MSFP
784
Mark Sheptoff Financial Planning
Connecticut
$217K – – –
MIA
785
MMBG Investment Advisors
Florida
$216K – – –
GIM
786
Goelzer Investment Management
Indiana
$216K -$15.2K -84 -7%
CT
787
Cambridge Trust
Massachusetts
$216K – – –
BAAM
788
Baker Avenue Asset Management
California
$214K -$7.07K -39 -3%
LBC
789
Lowe Brockenbrough & Co
Virginia
$214K – – –
EM
790
Excalibur Management
Massachusetts
$214K -$9.06K -50 -4%
CPRC
791
Consolidated Portfolio Review Corp
New York
$213K +$213K +1,178 New
FFP
792
FourThought Financial Partners
Florida
$213K +$213K +1,173 New
GC
793
Garde Capital
Washington
$212K -$51.6K -285 -20%
FCM
794
Fourpath Capital Management
Oklahoma
$212K +$212K +1,169 New
ABC
795
Associated Banc-Corp
Wisconsin
$212K – – –
RMAM
796
Raab & Moskowitz Asset Management
New Jersey
$211K +$211K +1,167 New
CFO
797
CVA Family Office
Colorado
$209K – – –
PA
798
Procyon Advisors
Connecticut
$209K +$209K +1,154 New
BIAS
799
Beacon Investment Advisory Services
New Jersey
$209K -$19.9K -110 -9%
FAG
800
Financial Advisory Group
Texas
$208K +$208K +1,147 New
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