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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
$795M
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
$98.7M
5
Optiver Holding
Optiver Holding
Netherlands
$34.1M

Top Sellers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
2
Bank of America
Bank of America
North Carolina
$643M
3
UBS Group
UBS Group
Switzerland
$247M
4
Wells Fargo
Wells Fargo
California
$308M
5
ClearBridge Investments
ClearBridge Investments
New York
$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
826
Clearstead Trust
Maine
$72.8K -$14.1K -97 -16%
TF
827
Tompkins Financial
New York
$72.8K – – –
BWP
828
Baldwin Wealth Partners
Massachusetts
$72.2K – – –
TIM
829
Tortoise Investment Management
New York
$71.5K -$2.91K -20 -4%
RFA
830
Resurgent Financial Advisors
Georgia
$68.3K -$583 -4 -0.8%
PB
831
Pinnacle Bancorp
Nebraska
$66.3K – – –
LF
832
Lee Financial
Texas
$65.5K – – –
BEI
833
Benjamin Edwards Inc
Missouri
$63K +$1.02K +7 +2%
GWM
834
Geneos Wealth Management
Colorado
$62K -$19.1K -131 -24%
ANBT
835
American National Bank & Trust
Texas
$61.5K -$88.7K -609 -59%
OCM
836
Orion Capital Management
California
$58.3K – – –
JAM
837
JCIC Asset Management
Ontario, Canada
$58.3K – – –
PSB
838
Piscataqua Savings Bank
New Hampshire
$58K – – –
SN
839
Sittner & Nelson
Oregon
$56K +$146 +1 +0.3%
RMC
840
Resources Management Corp
Connecticut
$56K -$14.5K -100 -21%
PP
841
Pacifica Partners
Canada
$55.9K – – –
AAP
842
Arax Advisory Partners
Colorado
$55.8K -$2.19K -15 -4%
ST
843
Smithfield Trust
Pennsylvania
$53K – – –
ME
844
McIlrath & Eck
Washington
$52.9K – – –
ZB
845
Zions Bancorporation
Utah
$52K +$1.6K +11 +3%
AIMA
846
Ables Iannone Moore & Associates
Georgia
$51K +$51K +350 New
CHC
847
City Holding Co
West Virginia
$51K – – –
LFG
848
Larson Financial Group
Missouri
$50.7K – – –
EC
849
EntryPoint Capital
New York
$50K +$50K +343 New
PMFA
850
Plante Moran Financial Advisors
Michigan
$49.7K – – –
32 33
34
35 36