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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
1
ClearBridge Investments
New York
$432M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$89.3M
3
Bank of America
3
Bank of America
North Carolina
$940M
4
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$41.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$65.6M

Top Sellers

1
NEAM
1
New England Asset Management
Connecticut
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.29M
3
Millennium Management
3
Millennium Management
New York
$7.49M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$641K
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
951
Coston McIsaac & Partners
Maine
$13K – – –
SWA
952
Sutton Wealth Advisors
Florida
$12.9K +$1.45K +8 +13%
WOC
953
West Oak Capital
California
$12.7K -$3.62K -20 -22%
FCT
954
First Community Trust
Iowa
$12.7K – – –
PCM
955
Pointe Capital Management
Michigan
$12.7K +$12.7K +70 New
SWM
956
Sugarloaf Wealth Management
Georgia
$12.4K -$365 -2 -3%
CAM
957
Close Asset Management
United Kingdom
$12K +$12K +65 New
AFS
958
Annapolis Financial Services
Maryland
$12K – – –
TLA
959
Tanglewood Legacy Advisors
Texas
$11.8K – – –
TFP
960
Tilia Fiduciary Partners
North Carolina
$11.8K – – –
TWA
961
TCI Wealth Advisors
Arizona
$11.2K – – –
CWP
962
Concord Wealth Partners
Virginia
$10.9K -$1.63K -9 -13%
Ninety One (UK)
963
Ninety One (UK)
United Kingdom
$10.9K – – –
IWP
964
IAG Wealth Partners
Wisconsin
$10.9K – – –
Group One Trading
965
Group One Trading
Illinois
$10.1K +$10.1K +56 New
GWSA
966
Global Wealth Strategies & Associates
Colorado
$10.1K +$3.07K +17 +44%
OLVIG
967
Oliver Lagore Vanvalin Investment Group
Michigan
$9.6K – – –
WPA
968
West Paces Advisors
Georgia
$9.06K – – –
SFG
969
Steward Financial Group
Texas
$9K – – –
MWM
970
Mascoma Wealth Management
New Hampshire
$8.9K -$9.28K -50 -51%
PK
971
Pflug Koory
Nebraska
$8.52K – – –
DAM
972
Delta Asset Management
Tennessee
$8.52K – – –
Macquarie Group
973
Macquarie Group
Australia
$8K – – –
BNP Paribas Financial Markets
974
BNP Paribas Financial Markets
France
$7.61K -$42.8K -236 -85%
FCFS
975
First Command Financial Services
Texas
$7.43K – – –
37 38
39
40 41