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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 %
Cerity Partners
151
Cerity Partners
New York
$6.09M +$350K +2,400 +6%
SAM
152
Silvercrest Asset Management
New York
$5.86M +$5.53M +37,950 +1,666%
FPFS
153
First Personal Financial Services
North Carolina
$5.84M -$694K -4,766 -11%
SHA
154
Seneca House Advisors
Virginia
$5.84M -$89.3K -613 -2%
KAS
155
Kestra Advisory Services
Texas
$5.79M +$4.81K +33 +0.1%
GT
156
Glenmede Trust
Pennsylvania
$5.68M -$616K -4,228 -10%
TTWM
157
TCV Trust & Wealth Management
Virginia
$5.67M -$52.9K -363 -0.9%
AC
158
Addenda Capital
Quebec, Canada
$5.63M -$6.7K -46 -0.1%
TC
159
TownSquare Capital
Utah
$5.62M +$1.31M +8,982 +30%
RWA
160
Roberts Wealth Advisors
California
$5.62M -$47.1K -109 -0.8%
TWM
161
Tanager Wealth Management
United Kingdom
$5.56M – – –
BWM
162
Bulltick Wealth Management
Florida
$5.51M +$473K +3,248 +9%
LSWM
163
Lorne Steinberg Wealth Management
Canada
$5.39M -$18.9K -130 -0.4%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$5.37M -$133K -916 -2%
CTA
165
Colonial Trust Advisors
South Carolina
$5.36M -$215K -1,474 -4%
SAM
166
Strategy Asset Managers
California
$5.32M +$53.9K +370 +1%
SBWIC
167
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.29M +$302K +2,075 +6%
MWM
168
Moran Wealth Management
Florida
$5.17M +$5.17M +35,465 New
PGA
169
Portland Global Advisors
Maine
$5.14M +$79.4K +545 +2%
CCM
170
Campbell Capital Management
Florida
$5.1M +$5.1M +35,005 New
TH
171
TCTC Holdings
Texas
$4.97M -$104K -712 -2%
AI
172
Atria Investments
North Carolina
$4.93M -$496K -3,404 -9%
DWM
173
Dakota Wealth Management
Florida
$4.85M -$9.32K -64 -0.2%
Millennium Management
174
Millennium Management
New York
$4.8M -$293K -2,014 -6%
MPIM
175
McGinn Penninger Investment Management
Virginia
$4.61M +$1.76M +12,080 +62%
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