947 hedge funds and large institutions have $7.4B invested in Diageo in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 343 increasing their positions, 371 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
947
Holders Change
-65
Holders Change %
-6.42%
% of All Funds
13.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
343
Reduced
371
Closed
127
Calls
$82.5M
Puts
$62M
Net Calls
+$20.5M
Net Calls Change
+$8.53M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
226
Integrated Wealth Concepts
Massachusetts
$2.69M -$66.6K -528 -2%
PAI
227
Pittenger & Anderson Inc
Nebraska
$2.65M -$18.9K -150 -0.7%
MA
228
Montag & Associates
Georgia
$2.62M +$126 +1 +0%
Bank of Nova Scotia
229
Bank of Nova Scotia
Ontario, Canada
$2.6M -$522K -4,140 -17%
AWM
230
Absher Wealth Management
North Carolina
$2.6M +$384K +3,043 +17%
Focus Partners Wealth
231
Focus Partners Wealth
Massachusetts
$2.59M +$1.06M +8,419 +70%
KeyBank National Association
232
KeyBank National Association
Ohio
$2.59M -$230K -1,821 -8%
SC
233
Sepio Capital
Utah
$2.57M -$31.8K -252 -1%
NGA
234
Naples Global Advisors
Florida
$2.5M +$41.9K +332 +2%
Envestnet Portfolio Solutions
235
Envestnet Portfolio Solutions
Illinois
$2.47M +$89.1K +707 +4%
MHIC
236
Marble Harbor Investment Counsel
Massachusetts
$2.45M +$104K +825 +4%
NCM
237
Narwhal Capital Management
Georgia
$2.44M -$198K -1,570 -7%
PA
238
Perennial Advisors
New York
$2.44M +$212K +1,684 +10%
NW
239
NewEdge Wealth
Pennsylvania
$2.43M +$69.1K +548 +3%
WWA
240
WCG Wealth Advisors
Nevada
$2.42M +$848K +6,726 +54%
CNFG
241
Creegan & Nassoura Financial Group
New Hampshire
$2.41M -$31.5K -250 -1%
WP
242
WMS Partners
Maryland
$2.41M -$200K -1,583 -8%
FC
243
FORA Capital
Florida
$2.4M +$416K +3,300 +21%
KIG
244
Kennedy Investment Group
New Jersey
$2.39M +$48.3K +383 +2%
EGM
245
Engineers Gate Manager
New York
$2.35M +$2.35M +18,673 New
SCM
246
Seascape Capital Management
New Hampshire
$2.33M +$120K +949 +5%
BPA
247
Beacon Pointe Advisors
California
$2.33M +$355K +2,819 +18%
VAS
248
Vestmark Advisory Solutions
Massachusetts
$2.32M +$155K +1,233 +7%
LNWWM
249
Laird Norton Wetherby Wealth Management
California
$2.31M +$482K +3,823 +26%
Charles Schwab
250
Charles Schwab
California
$2.3M -$272M -2,158,004 -99%