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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 %
CAM
1001
ClariVest Asset Management
California
$1.16K 8 +8 New
IRC
1002
Investors Research Corp
Georgia
$1.02K 7 – –
AW
1003
Avion Wealth
Texas
$1K 8 – –
NC
1004
NewSquare Capital
Pennsylvania
$874 6 -10 -63%
DFA
1005
DHJJ Financial Advisors
Illinois
$729 5 -10 -67%
DAM
1006
Delta Asset Management
Tennessee
$437 3 -44 -94%
Westfield Capital Management
1007
Westfield Capital Management
Massachusetts
– – -495,284 Closed
AT
1008
Avalon Trust
New Mexico
– – -120,105 Closed
D.E. Shaw & Co
1009
D.E. Shaw & Co
New York
– – -59,224 Closed
OHIS
1010
Oak Harvest Investment Services
Texas
– – -27,923 Closed
ACIM
1011
Azimuth Capital Investment Management
Michigan
– – -21,238 Closed
RAM
1012
Ramirez Asset Management
New York
– – -16,906 Closed
Twin Tree Management
1013
Twin Tree Management
Texas
– – -15,603 Closed
TPCM
1014
Templeton & Phillips Capital Management
Tennessee
– – -15,010 Closed
CAC
1015
Certified Advisory Corp
Florida
– – -14,762 Closed
AIM
1016
Aigen Investment Management
New York
– – -14,359 Closed
HT
1017
Headlands Technologies
Illinois
– – -9,545 Closed
WFG
1018
Wills Financial Group
Virginia
– – -6,863 Closed
PCM
1019
Palisade Capital Management
New Jersey
– – -5,428 Closed
SCP
1020
Shorepoint Capital Partners
Massachusetts
– – -4,475 Closed
MSFS
1021
Main Street Financial Solutions
Pennsylvania
– – -4,127 Closed
Wolverine Trading
1022
Wolverine Trading
Illinois
– – -3,943 Closed
GS
1023
GTS Securities
New York
– – -3,556 Closed
MCM
1024
McKinley Capital Management
Alaska
– – -3,269 Closed
CHP
1025
Cable Hill Partners
Oregon
– – -3,250 Closed
39 40
41
42 43