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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 %
BIP
1051
Blueprint Investment Partners
North Carolina
– -$216K -1,213 Closed
BJL
1052
Brighton Jones LLC
Washington
– -$208K -1,167 Closed
MCC
1053
Money Concepts Capital
Florida
– -$207K -1,164 Closed
SIM
1054
Sentry Investment Management
Wisconsin
– -$203K -1,141 Closed
OIM
1055
Oder Investment Management
California
– -$159K -895 Closed
OWA
1056
One Wealth Advisors
California
– -$153K -861 Closed
ZIG
1057
Zullo Investment Group
Pennsylvania
– -$124K -695 Closed
CS
1058
Credit Suisse
Switzerland
– -$78.6K -441 Closed
GMA
1059
Glassy Mountain Advisors
Maryland
– -$76.6K -430 Closed
SC
1060
Seldon Capital
California
– -$76.1K -427 Closed
AWM
1061
Accurate Wealth Management
Florida
– -$61.3K -342 Closed
MS
1062
Madden Securities
Texas
– -$57.9K -325 Closed
OIS
1063
Okabena Investment Services
Minnesota
– -$44.5K -250 Closed
RBC
1064
Romano Brothers & Co
Illinois
– -$42.9K -241 Closed
ACP
1065
Arcus Capital Partners
Georgia
– -$29K -163 Closed
WA
1066
Win Advisors
Florida
– -$28.5K -160 Closed
CCMI
1067
Creative Capital Management Investments
California
– -$25K -141 Closed
RTL
1068
Red Tortoise LLC
Georgia
– -$18K -101 Closed
WOSD
1069
WFA of San Diego
California
– -$17.8K -100 Closed
OCM
1070
Osterweis Capital Management
California
– -$16.4K -92 Closed
PCM
1071
Perritt Capital Management
Illinois
– -$10.7K -60 Closed
DSC
1072
Duncker Streett & Co
Missouri
– -$8.02K -45 Closed
AIM
1073
Arcadia Investment Management
Michigan
– -$6.95K -39 Closed
MSCM
1074
McElhenny Sheffield Capital Management
Texas
– -$6.24K -35 Closed
DWP
1075
Destiny Wealth Partners
Florida
– -$5.88K -33 Closed
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