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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 %
ST
876
Smithfield Trust
Pennsylvania
$65K – – –
OC
877
Oakworth Capital
Alabama
$64.7K – – –
CFGS
878
Concourse Financial Group Securities
Alabama
$58.8K -$3.47K -19 -6%
WWP
879
WR Wealth Planners
Missouri
$56.5K +$56.5K +312 New
EBA
880
Eagle Bay Advisors
New York
$55.8K +$5.07K +28 +10%
PMFA
881
Plante Moran Financial Advisors
Michigan
$55.3K -$3.44K -19 -6%
CBT
882
CoreFirst Bank & Trust
Kansas
$52.9K – – –
BAM
883
Bellevue Asset Management
Washington
$52.9K – – –
GWS
884
Glassman Wealth Services
Virginia
$52.5K -$1.63K -9 -3%
AT
885
Avalon Trust
New Mexico
$51.3K +$51.3K +283 New
GWM
886
Guardian Wealth Management
Illinois
$51.1K – – –
JWM
887
Janiczek Wealth Management
Colorado
$50.9K – – –
EWM
888
Endurance Wealth Management
Rhode Island
$49K – – –
CSB
889
City State Bank
Iowa
$49K – – –
AAG
890
Armstrong Advisory Group
Massachusetts
$45.3K – – –
CTB
891
Country Trust Bank
Illinois
$45.3K – – –
VC
892
Vestor Capital
Illinois
$45K -$16K -88 -26%
POIA
893
Pin Oak Investment Advisors
Texas
$45K – – –
CA
894
Centerpoint Advisors
Massachusetts
$43K – – –
AFG
895
Albion Financial Group
Utah
$41.4K – – –
FP
896
Financial Perspectives
Minnesota
$38.8K – – –
OSNBOA
897
Old Second National Bank of Aurora
Illinois
$36.2K – – –
PAM
898
Paradigm Asset Management
New York
$36.2K – – –
SIS
899
Sound Income Strategies
Florida
$36.2K – – –
AIC
900
Archer Investment Corporation
Indiana
$36.2K – – –
34 35
36
37 38