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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.

New
Increased
Maintained
Reduced
Closed
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
Orbis Allan Gray
Bermuda
$229M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$720M
3
BlackRock
BlackRock
New York
$197M
4
Bank of America
Bank of America
North Carolina
$758M
5
MIS
Morningstar Investment Services
Illinois
$74.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$387M
2
UBS Group
UBS Group
Switzerland
$135M
3
DC
Davenport & Co
Virginia
$10.2M
4
HMP
HS Management Partners
New York
$50M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
201
Prime Capital Investment Advisors
Kansas
$3.4M -$432K -2,906 -11%
MWA
202
Meridian Wealth Advisors
Texas
$3.4M +$437K +2,938 +15%
QCM
203
Quantinno Capital Management
New York
$3.36M +$1.01M +6,788 +43%
PBC
204
Pavion Blue Capital
California
$3.34M +$275K +1,848 +9%
KI
205
Kapitalo Investimentos
Brazil
$3.32M -$4.95M -33,300 -60%
KeyBank National Association
206
KeyBank National Association
Ohio
$3.32M -$429K -2,883 -11%
OIA
207
OneDigital Investment Advisors
Kansas
$3.3M +$483K +3,248 +17%
IWC
208
Integrated Wealth Concepts
Massachusetts
$3.25M -$15.6K -105 -0.5%
Capital Fund Management (CFM)
209
Capital Fund Management (CFM)
France
$3.21M -$238K -1,601 -7%
DI
210
DRH Investments
California
$3.2M -$7.26M -48,802 -69%
PAI
211
Pittenger & Anderson Inc
Nebraska
$3.14M -$33.5K -225 -1%
MA
212
Montag & Associates
Georgia
$3.12M -$197K -1,314 -6%
NCM
213
Narwhal Capital Management
Georgia
$3.12M -$1.46M -9,843 -32%
FGAM
214
Financial Gravity Asset Management
Texas
$3.11M -$15.6M -105,996 -83%
WP
215
WMS Partners
Maryland
$3.07M -$46.1K -310 -1%
SC
216
Sepio Capital
Utah
$3.07M -$311K -2,089 -9%
CAM
217
Cresset Asset Management
Illinois
$3.04M +$1.01M +6,752 +50%
CTC
218
Central Trust Company
Missouri
$2.93M -$40.5K -272 -1%
NGA
219
Naples Global Advisors
Florida
$2.93M +$226K +1,503 +8%
PM
220
Phraction Management
Connecticut
$2.92M -$152K -1,022 -5%
SPIA
221
Steward Partners Investment Advisory
New York
$2.88M +$2.29M +15,422 +390%
CNFG
222
Creegan & Nassoura Financial Group
New Hampshire
$2.88M – – –
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$2.87M +$870K +5,848 +44%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$2.82M -$198K -1,330 -7%
Cambridge Investment Research Advisors
225
Cambridge Investment Research Advisors
Iowa
$2.82M -$407K -2,738 -13%
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9
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