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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SGC
976
Slocum, Gordon & Co
Rhode Island
$3.64K 25 -75 -75%
LTI
977
Laffer Tengler Investments
Tennessee
$3.5K 24 +24 New
NFA
978
Northwest Financial Advisors
Virginia
$3.5K 24 +24 New
TFG
979
Team Financial Group
California
$3.49K 24 – –
MSG
980
Main Street Group
Virginia
$3.38K 23 +23 New
BCMLT
981
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.28K 22 -163 -88%
CCM
982
Copeland Capital Management
Pennsylvania
$3.21K 22 +4 +22%
APC
983
Aspire Private Capital
North Carolina
$3.2K 22 -50 -69%
CSC
984
Caldwell Sutter Capital
California
$3.06K 21 – –
MIA
985
MeadowBrook Investment Advisors
Michigan
$3.06K 21 +21 New
EAM
986
Eukles Asset Management
Ohio
$2.91K 20 – –
AWM
987
Avior Wealth Management
Nebraska
$2.91K 20 – –
BGAI
988
Bruce G. Allen Investments
Colorado
$2.91K 20 +20 New
FG
989
Fairman Group
Pennsylvania
$2.33K 16 +16 New
WAG
990
Wiser Advisor Group
Arizona
$2.2K 15 +15 New
DF
991
DecisionPoint Financial
Arizona
$2.04K 14 – –
LA
992
LM Advisors
California
$2.04K 14 +14 New
CHA
993
Carmichael Hill & Associates
Maryland
$1.75K 12 – –
RG
994
Retirement Group
California
$1.75K 12 +12 New
TCM
995
TD Capital Management
Tennessee
$1.46K 10 – –
LWANC
996
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.46K 10 – –
AGWCA
997
Annis Gardner Whiting Capital Advisors
Florida
$1.46K 10 – –
TFA
998
Toth Financial Advisory
Virginia
$1.46K 10 +10 New
SC
999
Stephens Consulting
Michigan
$1.31K 9 – –
PIS
1000
POM Investment Strategies
North Carolina
$1.17K 8 +8 New
38 39
40
41 42