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
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
926
Smartleaf Asset Management
Massachusetts
$10.8K +$10.8K +274 New
IPW
927
Impact Partnership Wealth
Georgia
$10.1K
WOC
928
West Oak Capital
California
$10K
CMP
929
Coston McIsaac & Partners
Maine
$10K +$133 +1 +1%
CAL
930
Capital Analysts LLC
Pennsylvania
$10K +$5.29K +36 +113%
AFS
931
Annapolis Financial Services
Maryland
$9.61K
NBT
932
Northwest Bank & Trust
Iowa
$9.61K +$9.61K +66 New
TLA
933
Tanglewood Legacy Advisors
Texas
$9.51K
CFS
934
CGC Financial Services
Oregon
$9.47K +$9.47K +65 New
FMTCOCP
935
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K
CAM
936
Close Asset Management
United Kingdom
$9K
FMP
937
Financial Management Professionals
Texas
$9K +$295 +2 +3%
ITIM
938
Indiana Trust & Investment Management
Indiana
$8.89K -$13.1K -90 -60%
OIA
939
Optimum Investment Advisors
Illinois
$8.89K -$3.64K -25 -29%
IWP
940
IAG Wealth Partners
Wisconsin
$8.74K
W
941
WealthCollab
Washington
$8.6K +$8.6K +59 New
CPG
942
Cornerstone Planning Group
New Jersey
$8.3K +$3.5K +24 +73%
AT
943
Arlington Trust
Alabama
$8.16K +$8.16K +56 New
GKIM
944
GW&K Investment Management
Massachusetts
$8K
OLVIG
945
Oliver Lagore Vanvalin Investment Group
Michigan
$7.72K
PCA
946
Providence Capital Advisors
North Carolina
$7.57K +$7.57K +52 New
WPA
947
West Paces Advisors
Georgia
$7.28K
TSWM
948
Tyler-Stone Wealth Management
Ohio
$7.28K
Macquarie Group
949
Macquarie Group
Australia
$7K
PPC
950
Park Place Capital
Alabama
$6.99K -$38K -261 -84%