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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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$795M 5,458,292 +2,167,176 +66%
Bank of America
2
Bank of America
North Carolina
$643M 4,412,601 -394,925 -8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$521M 3,578,193 +150,002 +4%
ClearBridge Investments
4
ClearBridge Investments
New York
$320M 2,197,157 -186,952 -8%
Wells Fargo
5
Wells Fargo
California
$308M 2,111,224 -205,045 -9%
Charles Schwab
6
Charles Schwab
California
$302M 2,161,648 +137,397 +7%
UBS Group
7
UBS Group
Switzerland
$247M 1,697,064 -231,649 -12%
LCOV
8
London Company of Virginia
Virginia
$212M 1,452,945 -131,305 -8%
MG
9
Markel Group
Virginia
$197M 1,354,708 +4,500 +0.3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$177M 1,213,234 +25,691 +2%
BBHC
11
Brown Brothers Harriman & Co
New York
$157M 1,080,194 -28,783 -3%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$155M 1,067,085 -14,865 -1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$125M 856,908 +14,789 +2%
CIM
14
Confluence Investment Management
Missouri
$122M 836,444 -12,773 -2%
Fayez Sarofim & Co
15
Fayez Sarofim & Co
Texas
$118M 802,865 -9,674 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$110M 753,578 +94,544 +14%
Goldman Sachs
17
Goldman Sachs
New York
$109M 751,189 +84,666 +13%
JFL
18
Jarislowsky, Fraser Ltd
Quebec, Canada
$105M 720,064 -2,608 -0.4%
HMP
19
HS Management Partners
New York
$103M 706,205 +98,819 +16%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$98.7M 677,478 +245,255 +57%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$94M 645,642 +231,396 +56%
GF
22
Gabelli Funds
New York
$88.4M 607,200 +27,625 +5%
FGAM
23
Financial Gravity Asset Management
Texas
$86.7M 127,119 +10,014 +9%
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$83.3M 571,665 +96,691 +20%
DC
25
Davenport & Co
Virginia
$79.6M 546,963 -16,321 -3%
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