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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 %
DF
1001
DecisionPoint Financial
Arizona
$2.54K – – –
BWS
1002
Buck Wealth Strategies
Colorado
$2.49K +$2.49K +14 New
BIA
1003
Bell Investment Advisors
California
$2.18K -$3.26K -18 -60%
CHA
1004
Carmichael Hill & Associates
Maryland
$2.18K – – –
HGERS
1005
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
TCM
1006
TD Capital Management
Tennessee
$1.81K – – –
LWANC
1007
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.81K – – –
SC
1008
Stephens Consulting
Michigan
$1.63K – – –
CMA
1009
Cedar Mountain Advisors
Oregon
$1.09K +$1.09K +6 New
AW
1010
Avion Wealth
Texas
$1K +$1K +8 New
FGAM
1011
Financial Gravity Asset Management
Texas
$867 +$614 +3,537 +243%
MA
1012
MCF Advisors
Kentucky
$16 – – –
NEAM
1013
New England Asset Management
Connecticut
– -$40.6M -227,750 Closed
Renaissance Technologies
1014
Renaissance Technologies
New York
– -$25.6M -143,800 Closed
AC
1015
AMS Capital
Brazil
– -$11.8M -66,437 Closed
CI
1016
Conning Inc
Connecticut
– -$4.36M -24,483 Closed
FI
1017
Fosun International
China
– -$4.36M -24,483 Closed
APG Asset Management
1018
APG Asset Management
Netherlands
– -$4.17M -23,399 Closed
DWA
1019
Dorsey Wright & Associates
California
– -$3.65M -20,476 Closed
HSBC Holdings
1020
HSBC Holdings
United Kingdom
– -$3.09M -17,445 Closed
RCM
1021
Radnor Capital Management
Pennsylvania
– -$2.71M -14,455 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1022
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.55M -14,329 Closed
LG
1023
Leuthold Group
Minnesota
– -$2.41M -13,504 Closed
LCAM
1024
London & Capital Asset Management
United Kingdom
– -$1.89M -10,627 Closed
TI
1025
Trexquant Investment
Connecticut
– -$1.83M -10,268 Closed
39 40
41
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