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
Name Holding Trade Value Shares
Change
Shares
Change %
NS
801
NBC Securities
Alabama
$114K +$145 +1 +0.1%
AF
802
Advisornet Financial
Minnesota
$108K +$4.52K +31 +4%
GAMC
803
Garner Asset Management Corp
Texas
$104K +$104K +705 New
EWA
804
EverSource Wealth Advisors
Alabama
$102K +$12.4K +85 +14%
LFASL
805
Lugano Financial Advisors SA (LFA)
Switzerland
$102K -$5.97K -41 -6%
HCP
806
Hexagon Capital Partners
Arkansas
$99.9K +$54.2K +372 +118%
BCM
807
Blume Capital Management
California
$97.6K
GJIA
808
Glass Jacobson Investment Advisors
Maryland
$96.9K -$728 -5 -0.7%
IGWM
809
ICA Group Wealth Management
Colorado
$94.2K +$94.2K +647 New
JWA
810
JFS Wealth Advisors
Pennsylvania
$91.6K +$18.5K +127 +25%
CWC
811
Carolinas Wealth Consulting
North Carolina
$89.2K -$92 -39 -0.1%
HCM
812
Hollencrest Capital Management
California
$87.4K
TCA
813
Trifecta Capital Advisors
Illinois
$87.4K
LJHT
814
Laurie J. Hall Trustee
$87K
GRP
815
Global Retirement Partners
California
$86K -$1.14K -8 -1%
FCAS
816
First Command Advisory Services
Texas
$85.4K +$38.7K +266 +83%
SAM
817
S.A. Mason
Michigan
$83.8K
RIL
818
Rothschild Investment LLC
Illinois
$83.5K +$83.5K +573 New
TWM
819
Tradition Wealth Management
Minnesota
$78K +$585 +4 +0.8%
AssetMark Inc
820
AssetMark Inc
California
$77.3K
SC
821
Solstein Capital
California
$75.5K
CCM
822
Chilton Capital Management
Texas
$74.7K -$2.33K -16 -3%
PWA
823
Provenance Wealth Advisors
Florida
$74.3K
BNP Paribas Financial Markets
824
BNP Paribas Financial Markets
France
$73.9K +$33.8K +232 +84%
SL
825
Salomon & Ludwin
Virginia
$73.7K