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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 %
FCB
976
First Command Bank
Texas
$7.43K – – –
TC
977
Truvestments Capital
Florida
$7.25K – – –
NC
978
NewSquare Capital
Pennsylvania
$7.25K +$5.07K +28 +233%
GGI
979
Godsey & Gibb Inc
Virginia
$7.07K – – –
RWM
980
Ruedi Wealth Management
Illinois
$6.7K – – –
TCWA
981
Ten Capital Wealth Advisors
Washington
$6.7K +$6.7K +37 New
CP
982
Castleview Partners
Texas
$6.34K – – –
KFI
983
Key Financial Inc
Pennsylvania
$5.44K – – –
AIP
984
Ameritas Investment Partners
Nebraska
$5.18K – – –
WIM
985
Westside Investment Management
California
$5.07K – – –
ADL
986
Asset Dedication LLC
California
$5K – – –
TFGT
987
TS Financial Group (TSFG)
Illinois
$5K – – –
CYG
988
Clean Yield Group
Vermont
$4.89K -$3.81K -21 -44%
BCM
989
Bourgeon Capital Management
Connecticut
$4.53K – – –
JFA
990
JNBA Financial Advisors
Minnesota
$4.17K +$4.17K +23 New
HDIM
991
Hanson & Doremus Investment Management
Vermont
$4K -$23.8K -143 -86%
CPA
992
Cowen Prime Advisors
New York
$4K +$4K +23 New
APC
993
Aspire Private Capital
North Carolina
$3.99K – – –
GFWA
994
Grey Fox Wealth Advisors
Delaware
$3.65K +$3.65K +20 New
EAM
995
Eukles Asset Management
Ohio
$3.62K – – –
BWL
996
Bogart Wealth LLC
Virginia
$3.47K -$33.4K -183 -91%
JMF
997
Johnson Midwest Financial
Iowa
$3.44K – – –
CCM
998
Copeland Capital Management
Pennsylvania
$3K – – –
AA
999
Addison Advisors
Vermont
$2.72K -$2.72K -15 -50%
CBT
1000
Central Bank & Trust
Kentucky
$2.72K +$2.72K +15 New
38 39
40
41 42