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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 %
SC
1026
Syon Capital
California
– – -2,612 Closed
ZIG
1027
Zuckerman Investment Group
Illinois
– – -2,555 Closed
FWM
1028
Forza Wealth Management
Florida
– – -2,511 Closed
NP
1029
Nilsine Partners
Colorado
– – -2,405 Closed
FPAS
1030
Focus Partners Advisor Solutions
Missouri
– – -2,377 Closed
JFG
1031
Jefferies Financial Group
New York
– – -2,188 Closed
FC
1032
Fusion Capital
South Carolina
– – -2,115 Closed
MFA
1033
Mayflower Financial Advisors
Massachusetts
– – -2,030 Closed
XT
1034
XTX Topco
Cayman Islands
– – -1,853 Closed
DT
1035
Diversified Trust
Tennessee
– – -1,837 Closed
TI
1036
Tidal Investments
Wisconsin
– – -1,826 Closed
SFFS
1037
Stonehage Fleming Financial Services
Jersey
– – -1,800 Closed
FRM
1038
Fox Run Management
Connecticut
– – -1,764 Closed
NQWM
1039
Northwest Quadrant Wealth Management
Oregon
– – -1,716 Closed
FTUS
1040
Flow Traders U.S.
New York
– – -1,668 Closed
MCP
1041
Mirador Capital Partners
California
– – -1,591 Closed
AWA
1042
Arkadios Wealth Advisors
Georgia
– – -1,588 Closed
SCM
1043
Sebold Capital Management
Illinois
– – -1,581 Closed
SWA
1044
Stratos Wealth Advisors
Ohio
– – -1,575 Closed
BCG
1045
Breakwater Capital Group
New Jersey
– – -1,541 Closed
CIA
1046
Choate Investment Advisors
Massachusetts
– – -1,533 Closed
Koshinski Asset Management
1047
Koshinski Asset Management
Illinois
– – -1,523 Closed
PCA
1048
Pallas Capital Advisors
Massachusetts
– – -1,516 Closed
ACM
1049
Argyle Capital Management
Pennsylvania
– – -1,500 Closed
PCM
1050
Penserra Capital Management
California
– – -1,500 Closed
40 41
42
43 44