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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 %
VAMG
1076
Voisard Asset Management Group
Michigan
– – -320 Closed
ODG
1077
O'Dell Group
Ohio
– – -247 Closed
TSW
1078
Thompson Siegel & Walmsley
Virginia
– – -229 Closed
YDMI
1079
Y.D. More Investments
Israel
– – -200 Closed
GWS
1080
Glassman Wealth Services
Virginia
– – -191 Closed
PS
1081
Planned Solutions
California
– – -185 Closed
FWM
1082
Focused Wealth Management
New York
– – -164 Closed
NFSG
1083
Newbridge Financial Services Group
Florida
– – -152 Closed
AP
1084
Atwood & Palmer
Missouri
– – -143 Closed
BWM
1085
BKM Wealth Management
Wisconsin
– – -114 Closed
SIC
1086
SJS Investment Consulting
Ohio
– – -107 Closed
JFGIW
1087
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -94 Closed
CFS
1088
CGC Financial Services
Oregon
– – -65 Closed
OIA
1089
Optimum Investment Advisors
Illinois
– – -61 Closed
AT
1090
Arlington Trust
Alabama
– – -56 Closed
PCA
1091
Providence Capital Advisors
North Carolina
– – -52 Closed
WPA
1092
West Paces Advisors
Georgia
– – -50 Closed
EC
1093
EdgeRock Capital
Colorado
– – -42 Closed
AIP
1094
Ameritas Investment Partners
Nebraska
– – -29 Closed
HF
1095
Halpern Financial
Virginia
– – -27 Closed
BCM
1096
Bourgeon Capital Management
Connecticut
– – -25 Closed
LTI
1097
Laffer Tengler Investments
Tennessee
– – -24 Closed
NFA
1098
Northwest Financial Advisors
Virginia
– – -24 Closed
TFG
1099
Team Financial Group
California
– – -24 Closed
LA
1100
LM Advisors
California
– – -14 Closed
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