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
Name Holding Trade Value Shares
Change
Shares
Change %
AP
926
Arlington Partners
Alabama
$21.4K -$8.52K -47 -28%
FSWA
927
Financial Synergies Wealth Advisors
Texas
$21.2K +$4.17K +23 +24%
GG
928
Gleason Group
Kentucky
$21.1K
PCFFS
929
Pacific Center for Financial Services
California
$20.5K +$20.5K +113 New
SC
930
Schubert & Co
Texas
$20.3K +$3.62K +20 +22%
CWA
931
Clearview Wealth Advisors
Oregon
$20.1K
GFPC
932
Global Financial Private Client
Florida
$20K +$20K +110 New
AWM
933
Avior Wealth Management
Nebraska
$19.6K +$17.4K +96 +800%
JFGIW
934
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.4K +$8.94K +49 +94%
SGC
935
Slocum, Gordon & Co
Rhode Island
$18.1K
AWM
936
Accel Wealth Management
Iowa
$18.1K
CIA
937
Cascade Investment Advisors
Oregon
$18.1K +$18.1K +100 New
AA
938
AlphaMark Advisors
Kentucky
$18K
NA
939
Nordwand Advisors
Pennsylvania
$17.2K -$825K -4,556 -98%
SSC
940
Syverson Strege & Co
Iowa
$17.2K +$17.2K +95 New
ST
941
Sageworth Trust
Pennsylvania
$16.7K +$16.7K +92 New
VWM
942
Valley Wealth Managers
New Jersey
$16.1K +$16.1K +89 New
Commonwealth Equity Services
943
Commonwealth Equity Services
Massachusetts
$16K -$55 -306 -0.3%
PWMG
944
Prestige Wealth Management Group
New Jersey
$15.9K -$5.3K -29 -25%
OIA
945
Optimum Investment Advisors
Illinois
$15.6K
TAIM
946
TD Ameritrade Investment Management
Nebraska
$14K
FMP
947
Financial Management Professionals
Texas
$14K +$727 +4 +5%
ONST
948
Old North State Trust
North Carolina
$14K +$14K +75 New
NSIM
949
North Star Investment Management
Illinois
$13.4K
CAL
950
Capital Analysts LLC
Pennsylvania
$13K