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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 Holding Trade Value Shares
Change 		Shares
Change %
PCM
1051
Penserra Capital Management
California
– -$223K -1,500 Closed
WP
1052
WealthSource Partners
California
– -$221K -1,479 Closed
IWM
1053
IHT Wealth Management
Illinois
– -$218K -1,458 Closed
GW
1054
GW & Wade
Massachusetts
– -$215K -1,444 Closed
QPWM
1055
Quadrant Private Wealth Management
Pennsylvania
– -$218K -1,440 Closed
Walleye Capital
1056
Walleye Capital
New York
– -$209K -1,399 Closed
PP
1057
PDT Partners
New York
– -$208K -1,391 Closed
SMH
1058
Sanders Morris Harris
Texas
– -$207K -1,385 Closed
OL
1059
Optas LLC
Texas
– -$204K -1,367 Closed
NL
1060
NWAM LLC
Washington
– -$204K -1,365 Closed
GIM
1061
Goelzer Investment Management
Indiana
– -$201K -1,350 Closed
CWM
1062
Chemistry Wealth Management
New York
– -$200K -1,344 Closed
BAAM
1063
Baker Avenue Asset Management
California
– -$178K -1,194 Closed
Legacy Financial Group (Iowa)
1064
Legacy Financial Group (Iowa)
Iowa
– -$166K -1,114 Closed
Point72 Asset Management
1065
Point72 Asset Management
Connecticut
– -$119K -800 Closed
KC
1066
Knuff & Co
California
– -$61.6K -413 Closed
AI
1067
AdvisorShares Investments
Maryland
– -$58.9K -395 Closed
VC
1068
Vestor Capital
Illinois
– -$52K -350 Closed
CCP
1069
Carmel Capital Partners
California
– -$49.1K -329 Closed
WWP
1070
WR Wealth Planners
Missouri
– -$44.8K -300 Closed
FRA
1071
Front Row Advisors
California
– -$41.4K -271 Closed
RW
1072
RVW Wealth
California
– -$15.8K -106 Closed
CA
1073
Crewe Advisors
Utah
– -$11.2K -75 Closed
ICM
1074
Intrepid Capital Management
Florida
– -$8.95K -60 Closed
CWP
1075
Concord Wealth Partners
Virginia
– -$8.95K -60 Closed
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