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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 %
MWM
951
Mascoma Wealth Management
New Hampshire
$6.99K – – –
GIM
952
Gold Investment Management
Alberta, Canada
$6.99K +$6.99K +48 New
NB
953
NBT Bank
New York
$6.99K +$6.99K +48 New
PK
954
Pflug Koory
Nebraska
$6.85K – – –
RFG
955
RFP Financial Group
Georgia
$6.7K -$11.8K -81 -64%
VL
956
Vima LLC
Michigan
$6.55K +$6.55K +45 New
RS
957
Rakuten Securities
Japan
$6.41K +$6.41K +44 New
EC
958
EdgeRock Capital
Colorado
$6.26K +$6.26K +42 New
WIA
959
Wetzel Investment Advisors
Indiana
$6K +$6K +43 New
WFA
960
West Financial Advisors
Iowa
$5.97K – – –
GWSA
961
Global Wealth Strategies & Associates
Colorado
$5.72K -$2.49K -17 -30%
GGI
962
Godsey & Gibb Inc
Virginia
$5.68K -$2.62K -18 -32%
RWM
963
Ruedi Wealth Management
Illinois
$5.39K – – –
MCM
964
Manchester Capital Management
Vermont
$5.24K – – –
SWM
965
Sugarloaf Wealth Management
Georgia
$5.1K -$4.95K -34 -49%
CP
966
Castleview Partners
Texas
$5.1K – – –
KFI
967
Key Financial Inc
Pennsylvania
$4.37K – – –
AIP
968
Ameritas Investment Partners
Nebraska
$4.26K – – –
WIM
969
Westside Investment Management
California
$4.08K -$2.91K -20 -42%
TFGT
970
TS Financial Group (TSFG)
Illinois
$4K – – –
FWM
971
FSA Wealth Management
Massachusetts
$4K +$4K +30 New
HWA
972
HHM Wealth Advisors
Tennessee
$3.93K -$13.8K -95 -78%
HF
973
Halpern Financial
Virginia
$3.86K +$3.86K +27 New
BCM
974
Bourgeon Capital Management
Connecticut
$3.64K -$1.46K -10 -29%
T
975
Tidemark
California
$3.64K +$3.64K +25 New
37 38
39
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