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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.

New
Increased
Maintained
Reduced
Closed
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 %
BFA
201
Benedict Financial Advisors
Georgia
$3.56M -$8.01K -55 -0.2%
FNBT
202
FineMark National Bank & Trust
Florida
$3.55M -$351K -2,408 -9%
SCA
203
Snowden Capital Advisors
New York
$3.53M -$27.4K -188 -0.8%
Capital Fund Management (CFM)
204
Capital Fund Management (CFM)
France
$3.38M -$685K -4,700 -17%
GWM
205
Graybill Wealth Management
Illinois
$3.35M +$38.2K +262 +1%
SC
206
Sepio Capital
Utah
$3.31M -$738K -5,064 -18%
JAFL
207
Jay A. Fishman Ltd
Michigan
$3.28M -$259K -1,775 -7%
EI
208
Ethic Inc
New York
$3.22M -$169K -1,161 -5%
MA
209
Montag & Associates
Georgia
$3.21M +$25.6K +176 +0.8%
IWC
210
Integrated Wealth Concepts
Massachusetts
$3.2M -$383K -2,630 -11%
MML Investors Services
211
MML Investors Services
Massachusetts
$3.18M -$703K -4,829 -18%
Cambridge Investment Research Advisors
212
Cambridge Investment Research Advisors
Iowa
$3.16M -$952K -6,536 -23%
MKA
213
M. Kulyk & Associates
Georgia
$3.12M +$18.9K +130 +0.6%
PAI
214
Pittenger & Anderson Inc
Nebraska
$3.11M – – –
FC
215
FORA Capital
Florida
$3.1M +$1.51M +10,391 +95%
WP
216
WMS Partners
Maryland
$3.06M -$178K -1,225 -6%
SSB
217
Sandy Spring Bank
Maryland
$3.03M -$323K -2,216 -10%
PM
218
Phraction Management
Connecticut
$3.01M +$7.43K +51 +0.2%
Jane Street
219
Jane Street
New York
$3.01M -$21.1M -144,970 -88%
PBC
220
Pavion Blue Capital
California
$3M +$46.3K +318 +2%
BZWA
221
Blue Zone Wealth Advisors
California
$3M +$127K +870 +4%
WIM
222
Weitz Investment Management
Nebraska
$2.99M +$437K +3,000 +17%
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$2.96M -$287K -1,972 -9%
CTC
224
Central Trust Company
Missouri
$2.91M -$150K -1,030 -5%
MWA
225
Meridian Wealth Advisors
Texas
$2.9M +$22.7K +156 +0.8%
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