DEO icon

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 Holding Trade Value Shares
Change 		Shares
Change %
SBWIC
151
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.55M +$154K +1,038 +3%
LSWM
152
Lorne Steinberg Wealth Management
Canada
$5.55M +$44.6K +300 +0.8%
PGA
153
Portland Global Advisors
Maine
$5.42M +$171K +1,153 +3%
CTA
154
Colonial Trust Advisors
South Carolina
$5.37M -$97.1K -653 -2%
GT
155
Glenmede Trust
Pennsylvania
$5.36M -$443K -2,978 -8%
WCM
156
Wedge Capital Management
North Carolina
$5.29M +$5.29M +35,555 New
TWM
157
Tanager Wealth Management
United Kingdom
$5.11M -$626K -4,164 -11%
SAM
158
Strategy Asset Managers
California
$5.1M -$331K -2,227 -6%
MAP
159
Managed Asset Portfolios
Michigan
$5.06M +$2.15M +14,487 +74%
DWM
160
Dakota Wealth Management
Florida
$4.91M -$42.1K -283 -0.9%
NB
161
Northwest Bancshares
Pennsylvania
$4.9M +$339K +2,281 +7%
BZWA
162
Blue Zone Wealth Advisors
California
$4.84M +$1.78M +11,970 +58%
Marshall Wace
163
Marshall Wace
United Kingdom
$4.79M +$2.6M +17,460 +118%
EI
164
Ethic Inc
New York
$4.75M +$1.46M +9,829 +44%
Millennium Management
165
Millennium Management
New York
$4.74M -$164K -1,102 -3%
PCM
166
Poehling Capital Management
Wisconsin
$4.72M +$1.94M +13,061 +70%
MPIM
167
McGinn Penninger Investment Management
Virginia
$4.68M -$24.5K -165 -0.5%
HFS
168
Hantz Financial Services
Michigan
$4.68M +$255K +1,717 +6%
BTW
169
Boston Trust Walden
Massachusetts
$4.67M -$4.33M -29,125 -48%
TH
170
TCTC Holdings
Texas
$4.67M -$408K -2,742 -8%
IFAM
171
Institutional & Family Asset Management
Colorado
$4.61M +$888K +5,969 +24%
WTA
172
Washington Trust Advisors
Massachusetts
$4.56M -$22.3K -150 -0.5%
SCA
173
Snowden Capital Advisors
New York
$4.49M +$841K +5,592 +23%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$4.47M -$1.79M -12,026 -29%
ANBTV
175
American National Bank & Trust (Virginia)
Virginia
$4.43M +$4.43M +29,795 New
5 6
7
8 9