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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 %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$10.1M 69,081 -19,946 -22%
TIM
102
Thornburg Investment Management
New Mexico
$9.86M 67,723 -34,612 -34%
LCM
103
Lakewood Capital Management
New York
$9.84M 67,550 – –
Citigroup
104
Citigroup
New York
$9.79M 67,231 -3,498 -5%
JA
105
JLB & Associates
Michigan
$9.59M 65,862 -684 -1%
Ameriprise
106
Ameriprise
Minnesota
$9.52M 65,357 -156 -0.2%
LC
107
Lincoln Capital
Nebraska
$9.39M 64,493 -447 -0.7%
Neuberger Berman Group
108
Neuberger Berman Group
New York
$9.38M 64,429 -166 -0.3%
1832 Asset Management
109
1832 Asset Management
Ontario, Canada
$8.96M 61,503 -1,608 -3%
Mariner
110
Mariner
Kansas
$8.93M 61,327 -4,638 -7%
CAC
111
Core Alternative Capital
Georgia
$8.83M 60,618 -13,498 -18%
BTW
112
Boston Trust Walden
Massachusetts
$8.82M 60,551 -1,122 -2%
ACA
113
Anchor Capital Advisors
Massachusetts
$8.8M 60,390 -2,520 -4%
SC
114
Saybrook Capital
North Carolina
$8.79M 60,360 -130 -0.2%
Osaic Holdings
115
Osaic Holdings
Arizona
$8.73M 59,860 -21,569 -26%
TBA
116
Tower Bridge Advisors
Pennsylvania
$8.68M 59,605 -2,390 -4%
Pathstone Holdings
117
Pathstone Holdings
New Jersey
$8.66M 59,460 +59,460 New
BFM
118
Boston Financial Management
Massachusetts
$8.62M 59,161 -2,272 -4%
LOPW
119
Live Oak Private Wealth
North Carolina
$8.45M 58,010 +15,218 +36%
Corient Private Wealth
120
Corient Private Wealth
Florida
$8.36M 57,417 -26,280 -31%
HPC
121
HM Payson & Co
Maine
$8.25M 56,666 -6,987 -11%
KI
122
Kapitalo Investimentos
Brazil
$8.11M 55,650 -37,950 -41%
BL
123
BCWM LLC
Kansas
$8.05M 55,265 +10,300 +23%
HCM
124
Hutchinson Capital Management
California
$8.02M 55,093 -5,008 -8%
NAM
125
NorthCrest Asset Manangement
Minnesota
$8.01M 55,014 -449 -0.8%
3 4
5
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