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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 %
Envestnet Portfolio Solutions
226
Envestnet Portfolio Solutions
Illinois
$2.81M +$908K +6,105 +48%
MHIC
227
Marble Harbor Investment Counsel
Massachusetts
$2.77M +$55.8K +375 +2%
KIG
228
Kennedy Investment Group
New Jersey
$2.76M +$85.1K +572 +3%
PFS
229
Prospera Financial Services
Texas
$2.74M +$120K +809 +5%
FT
230
Fiduciary Trust
Massachusetts
$2.73M -$105K -704 -4%
FAB
231
First American Bank
Illinois
$2.71M -$53K -356 -2%
PA
232
Perennial Advisors
New York
$2.63M +$104K +701 +4%
LCM
233
Logan Capital Management
Pennsylvania
$2.62M +$17.6K +118 +0.7%
AWM
234
Absher Wealth Management
North Carolina
$2.61M +$130K +876 +5%
SCM
235
Seascape Capital Management
New Hampshire
$2.61M +$278K +1,868 +12%
NW
236
NewEdge Wealth
Pennsylvania
$2.56M +$313K +2,293 +14%
VAS
237
Vestmark Advisory Solutions
Massachusetts
$2.55M +$276K +1,856 +12%
OC
238
Oppenheimer & Co
New York
$2.53M +$193K +1,298 +8%
CWP
239
Cyndeo Wealth Partners
Florida
$2.51M -$12K -81 -0.5%
SSB
240
Sandy Spring Bank
Maryland
$2.49M -$603K -4,053 -19%
HCA
241
Horan Capital Advisors
Ohio
$2.44M -$54K -363 -2%
NCM
242
Nelson Capital Management
California
$2.43M -$316K -2,123 -11%
CIBC Asset Management
243
CIBC Asset Management
Ontario, Canada
$2.35M +$202K +1,356 +9%
SSA
244
Schonfeld Strategic Advisors
New York
$2.34M +$467K +3,142 +25%
SIGI
245
Susquehanna International Group (Ireland)
Ireland
$2.34M +$2.34M +15,726 New
FC
246
FORA Capital
Florida
$2.33M -$833K -5,599 -26%
BPA
247
Beacon Pointe Advisors
California
$2.33M +$179K +1,203 +8%
PAG
248
Private Advisor Group
New Jersey
$2.27M +$99.4K +668 +5%
HCMT
249
Highland Capital Management (Tennessee)
Tennessee
$2.27M -$446 -3 -0%
HTC
250
Haverford Trust Company
Pennsylvania
$2.26M -$213K -1,433 -9%
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