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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 %
BAM
826
Baldrige Asset Management
Pennsylvania
$156K – – –
OWA
827
One Wealth Advisors
California
$153K -$82.5K -463 -35%
GIA
828
GHP Investment Advisors
Colorado
$142K – – –
Dimensional Fund Advisors
829
Dimensional Fund Advisors
Texas
$141K +$3.95K +22,149 +3%
BWM
830
Baystate Wealth Management
Massachusetts
$139K +$178 +1 +0.1%
HCM
831
Hollencrest Capital Management
California
$134K +$134K +750 New
IGWM
832
ICA Group Wealth Management
Colorado
$132K +$132K +742 New
GRP
833
Global Retirement Partners
California
$131K +$28.3K +159 +28%
WT
834
Washington Trust
Rhode Island
$130K -$178 -1 -0.1%
BCM
835
Blume Capital Management
California
$128K – – –
ZIG
836
Zullo Investment Group
Pennsylvania
$124K – – –
TAM
837
Tucker Asset Management
Colorado
$121K +$30.1K +168 +33%
GJIA
838
Glass Jacobson Investment Advisors
Maryland
$119K +$119K +669 New
TPCW
839
TD Private Client Wealth
New York
$118K -$8.38K -47 -7%
CWC
840
Carolinas Wealth Consulting
North Carolina
$115K +$113 +37 +0.1%
CT
841
Clearstead Trust
Maine
$109K -$13.4K -75 -11%
TCCM
842
Timber Creek Capital Management
Massachusetts
$107K – – –
LJHT
843
Laurie J. Hall Trustee
$106K – – –
SAM
844
S.A. Mason
Michigan
$102K – – –
GWM
845
Geneos Wealth Management
Colorado
$97.4K – – –
RMC
846
Resources Management Corp
Connecticut
$95K -$218K -1,220 -70%
AAP
847
Arax Advisory Partners
Colorado
$94.5K -$3.74K -21 -4%
PPC
848
Park Place Capital
Alabama
$93K +$93K +520 New
TIM
849
Tortoise Investment Management
New York
$92.3K -$535 -3 -0.6%
CIM
850
Contravisory Investment Management
Massachusetts
$90.3K -$1.07K -6 -1%
32 33
34
35 36