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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 %
YDMI
876
Y.D. More Investments
Israel
$29.1K – – –
OSNBOA
877
Old Second National Bank of Aurora
Illinois
$29.1K – – –
GWS
878
Glassman Wealth Services
Virginia
$27.8K -$13.4K -92 -33%
PS
879
Planned Solutions
California
$26.9K +$26.9K +185 New
CLOS
880
Compagnie Lombard Odier SCmA
Switzerland
$26.2K – – –
AIC
881
Archer Investment Corporation
Indiana
$25.9K – – –
TCM
882
Tradewinds Capital Management
Washington
$25.5K – – –
SA
883
Scarborough Advisors
Maryland
$25.2K +$25.2K +173 New
M
884
MOTCO
Texas
$24.5K -$43.4K -298 -64%
CIA
885
Cape Investment Advisory
Georgia
$24.5K – – –
FWM
886
Focused Wealth Management
New York
$23.9K +$292 +2 +1%
BAM
887
Bellevue Asset Management
Washington
$23.1K -$19.6K -134 -46%
NFSG
888
Newbridge Financial Services Group
Florida
$22.1K – – –
FPB
889
First PREMIER Bank
South Dakota
$22K – – –
BLC
890
Brown, Lisle/Cummings
Rhode Island
$21.7K +$7.28K +50 +51%
BWAM
891
Boyd Watterson Asset Management
Ohio
$21K – – –
AP
892
Atwood & Palmer
Missouri
$20.8K – – –
GTAM
893
Global Trust Asset Management
Florida
$20.6K -$2.47K -17 -11%
CSWM
894
Cassady Schiller Wealth Management
Ohio
$20.5K +$16K +110 +355%
ATC
895
Adirondack Trust Company
New York
$20.2K – – –
PGAM
896
Princeton Global Asset Management
New Jersey
$19.7K – – –
S
897
Sachetta
Massachusetts
$19.7K +$19.7K +135 New
TLCM
898
Twin Lakes Capital Management
California
$17.7K – – –
GG
899
Gleason Group
Kentucky
$17.4K +$146 +1 +0.8%
NRG
900
Nemes Rush Group
Michigan
$17.2K – – –
34 35
36
37 38