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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 %
Creative Planning
126
Creative Planning
Kansas
$8.94M +$184K +1,014 +2%
USCWA
127
U.S. Capital Wealth Advisors
Texas
$8.32M +$571K +3,151 +7%
FPFS
128
First Personal Financial Services
North Carolina
$8.21M +$230K +1,268 +3%
AAM
129
AR Asset Management
California
$8.16M – – –
LI
130
Lafayette Investments
Maryland
$8.14M +$155K +854 +2%
LI
131
LMCG Investments
Massachusetts
$8.06M -$110K -607 -1%
BL
132
BCWM LLC
Kansas
$8.03M +$81.2K +448 +1%
EAM
133
Erste Asset Management
Austria
$8.01M +$8.01M +44,362 New
SCA
134
Stonebridge Capital Advisors
Minnesota
$8.01M +$862K +4,760 +12%
Cerity Partners
135
Cerity Partners
New York
$7.97M +$5.71M +31,474 +252%
MIM
136
Manitou Investment Management
Ontario, Canada
$7.93M -$580K -3,200 -7%
KA
137
Kerrisdale Advisers
Florida
$7.76M +$7.76M +42,839 New
AMBIA
138
Allen Mooney & Barnes Investment Advisors
Georgia
$7.69M +$329K +1,814 +4%
ECG
139
Edge Capital Group
Georgia
$7.63M +$154K +850 +2%
LOPW
140
Live Oak Private Wealth
North Carolina
$7.59M +$577K +3,186 +8%
WP
141
WealthPLAN Partners
Nebraska
$7.56M -$9.27M -51,152 -55%
TCOV
142
Trust Company of Vermont
Vermont
$7.56M +$95.1K +525 +1%
Millennium Management
143
Millennium Management
New York
$7.49M -$32.9M -181,329 -81%
CA
144
Callahan Advisors
Texas
$7.47M +$1.07M +5,905 +17%
OHIS
145
Oak Harvest Investment Services
Texas
$7.4M +$883K +4,875 +14%
ACIM
146
Azimuth Capital Investment Management
Michigan
$7.25M -$28.1K -155 -0.4%
AM
147
Atwater Malick
Pennsylvania
$7.22M +$135K +745 +2%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$7.19M +$212K +1,170 +3%
TTWM
149
TCV Trust & Wealth Management
Virginia
$7.09M +$52.7K +291 +0.7%
AI
150
Atria Investments
North Carolina
$7.04M +$233K +1,288 +3%
4 5
6
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