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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
1
Morgan Stanley
New York
$795M
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$43.3M
3
SRIM
3
Saratoga Research & Investment Management
California
$42.2M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$98.7M
5
Optiver Holding
5
Optiver Holding
Netherlands
$34.1M

Top Sellers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$0
2
Bank of America
2
Bank of America
North Carolina
$643M
3
UBS Group
3
UBS Group
Switzerland
$247M
4
Wells Fargo
4
Wells Fargo
California
$308M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
901
Abound Wealth Management
Tennessee
$16.8K +$15.1K +104 +945%
FSWA
902
Financial Synergies Wealth Advisors
Texas
$16.8K +$535 +3 +3%
BWM
903
BKM Wealth Management
Wisconsin
$16.6K +$16.6K +114 New
PCFFS
904
Pacific Center for Financial Services
California
$16.5K – – –
HWM
905
HighMark Wealth Management
Minnesota
$16.3K – – –
FFA
906
Frazier Financial Advisors
Ohio
$16.2K +$16.2K +111 New
BWL
907
Bogart Wealth LLC
Virginia
$16.1K +$1.16K +8 +8%
CFGS
908
Concourse Financial Group Securities
Alabama
$16K -$31.8K -218 -66%
SIC
909
SJS Investment Consulting
Ohio
$15.5K +$15.5K +107 New
SVCP
910
Silicon Valley Capital Partners
California
$15.5K +$290 +2 +2%
AA
911
AlphaMark Advisors
Kentucky
$15K – – –
SJIM
912
St. Johns Investment Management
Florida
$14.6K – – –
PAM
913
Paradigm Asset Management
New York
$14.6K – – –
PP
914
PFS Partners
New Jersey
$14.6K – – –
ATC
915
Advantage Trust Company
Kansas
$14.6K +$14.6K +100 New
CTC
916
Cetera Trust Company
Minnesota
$14.6K +$14.6K +100 New
NA
917
Nordwand Advisors
Pennsylvania
$13.8K – – –
JFGIW
918
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.7K +$11.4K +78 +488%
PWMG
919
Prestige Wealth Management Group
New Jersey
$12.7K – – –
BIA
920
Bell Investment Advisors
California
$12.1K +$1.89K +13 +19%
KWAG
921
Kiely Wealth Advisory Group
North Carolina
$11.9K +$11.9K +82 New
VAG
922
VisionPoint Advisory Group
Texas
$11.8K +$3.64K +25 +45%
Ninety One (UK)
923
Ninety One (UK)
United Kingdom
$11.2K +$2.48K +17 +28%
VWA
924
Valued Wealth Advisors
Utah
$11.2K +$11.2K +74 New
NSIM
925
North Star Investment Management
Illinois
$10.8K – – –
35 36
37
38 39