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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 %
DJSG
776
D.J. St. Germain
Massachusetts
$187K – – –
CT
777
Cambridge Trust
Massachusetts
$177K +$31K +213 +21%
HIA
778
Harbor Investment Advisory
Maryland
$177K +$146 +1 +0.1%
MSFP
779
Mark Sheptoff Financial Planning
Connecticut
$175K – – –
AF
780
Allworth Financial
California
$174K -$7.72K -53 -4%
CFO
781
CVA Family Office
Colorado
$170K +$170K +1,165 New
SWA
782
SOA Wealth Advisors
New York
$169K +$2.48K +17 +1%
HBT
783
Hills Bank & Trust
Iowa
$169K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
784
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$160K +$84.6K +581 +112%
GIA
785
GHP Investment Advisors
Colorado
$159K – – –
TAM
786
Tucker Asset Management
Colorado
$153K +$19.1K +131 +14%
Credit Agricole
787
Credit Agricole
France
$146K – – –
BWM
788
Baystate Wealth Management
Massachusetts
$144K +$728 +5 +0.5%
MHR
789
Matthew Hamilton Rosenberg
$138K -$26.8K -184 -16%
SIC
790
Salem Investment Counselors
North Carolina
$138K – – –
TPCW
791
TD Private Client Wealth
New York
$137K +$39.6K +272 +41%
JGIA
792
Jackson Grant Investment Advisers
Connecticut
$135K – – –
RIM
793
Rockbridge Investment Management
New York
$133K +$133K +915 New
ECM
794
Elgethun Capital Management
South Dakota
$133K +$1.75K +12 +1%
FCT
795
Family Capital Trust
Massachusetts
$131K – – –
BF
796
BOK Financial
Oklahoma
$125K -$11.5K -79 -8%
WT
797
Washington Trust
Rhode Island
$122K -$5.68K -39 -4%
SSG
798
Summit Securities Group
New York
$117K +$117K +800 New
TRCT
799
Tower Research Capital (TRC)
New York
$117K -$41.4K -284 -26%
Russell Investments Group
800
Russell Investments Group
United Kingdom
$116K +$19.5K +134 +20%
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