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Diageo
DEO

Overview Fund Activity

1,012 hedge funds and large institutions have $8.8B invested in Diageo in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 365 increasing their positions, 367 reducing their positions, and 88 closing their positions.

Holders
1,012
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
14.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
105
Increased
365
Reduced
367
Closed
88
Calls
$97.4M
Puts
$85.4M
Net Calls
+$12M
Net Calls Change
-$38.6M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$229M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$720M
3
BlackRock
3
BlackRock
New York
$197M
4
Bank of America
4
Bank of America
North Carolina
$758M
5
MIS
5
Morningstar Investment Services
Illinois
$74.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$387M
2
UBS Group
2
UBS Group
Switzerland
$135M
3
DC
3
Davenport & Co
Virginia
$10.2M
4
HMP
4
HS Management Partners
New York
$50M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ST
1051
Spinnaker Trust
Maine
– – -2,038 Closed
TCM
1052
Tandem Capital Management
New Jersey
– – -1,948 Closed
DP
1053
Dearborn Partners
Illinois
– – -1,786 Closed
WAP
1054
Wealthcare Advisory Partners
Pennsylvania
– – -1,775 Closed
MWM
1055
Meridian Wealth Management
Kentucky
– – -1,760 Closed
OMC
1056
Old Mission Capital
Illinois
– – -1,743 Closed
BIM
1057
Baldwin Investment Management
Pennsylvania
– – -1,685 Closed
LCWP
1058
Legacy Capital Wealth Partners
Arkansas
– – -1,641 Closed
BA
1059
Bristlecone Advisors
Washington
– – -1,556 Closed
FTA
1060
Financial & Tax Architects
Missouri
– – -1,528 Closed
SG Americas Securities
1061
SG Americas Securities
New York
– – -1,487 Closed
SC
1062
Savant Capital
Illinois
– – -1,470 Closed
GAM
1063
Garrison Asset Management
Arkansas
– – -1,466 Closed
PJWM
1064
Philip James Wealth Mangement
Georgia
– – -1,462 Closed
NSB
1065
Norway Savings Bank
Maine
– – -1,455 Closed
NIM
1066
Northeast Investment Management
Massachusetts
– – -1,375 Closed
RIM
1067
Rockbridge Investment Management
New York
– – -915 Closed
SSG
1068
Summit Securities Group
New York
– – -800 Closed
GAMC
1069
Garner Asset Management Corp
Texas
– – -705 Closed
HCM
1070
Hollencrest Capital Management
California
– – -600 Closed
TWM
1071
Tradition Wealth Management
Minnesota
– – -533 Closed
RFA
1072
Resurgent Financial Advisors
Georgia
– – -469 Closed
LF
1073
Lee Financial
Texas
– – -450 Closed
BEI
1074
Benjamin Edwards Inc
Missouri
– – -431 Closed
AIMA
1075
Ables Iannone Moore & Associates
Georgia
– – -350 Closed
41 42
43
44 45