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Diageo
DEO

Overview Fund Activity

958 hedge funds and large institutions have $8.33B invested in Diageo in 2024 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 335 increasing their positions, 345 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
958
Holders Change
+11
Holders Change %
+1.16%
% of All Funds
13.86%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
114
Increased
335
Reduced
345
Closed
92
Calls
$64.9M
Puts
$72M
Net Calls
-$7.1M
Net Calls Change
-$27.6M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$776M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$108M
3
Aristotle Capital Management
3
Aristotle Capital Management
California
$80.1M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$133M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$736M

Top Sellers

1
BBHC
1
Brown Brothers Harriman & Co
New York
$25.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$312M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$15.4M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$148M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$8.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
226
Sepio Capital
Utah
$2.75M -$118K -843 -4%
YIH
227
Y-Intercept (HK)
Hong Kong
$2.7M +$2.7M +19,229 New
HCM
228
Hutner Capital Management
Vermont
$2.69M -$435K -3,098 -14%
WWA
229
WCG Wealth Advisors
Nevada
$2.69M -$7.58K -54 -0.3%
MA
230
Montag & Associates
Georgia
$2.65M -$308K -2,159 -10%
Bank of Nova Scotia
231
Bank of Nova Scotia
Ontario, Canada
$2.65M -$244K -1,737 -8%
PCIA
232
Prime Capital Investment Advisors
Kansas
$2.64M -$370K -2,634 -12%
IWC
233
Integrated Wealth Concepts
Massachusetts
$2.63M -$367K -2,618 -12%
PA
234
Procyon Advisors
Connecticut
$2.63M +$364K +2,594 +16%
KIG
235
Kennedy Investment Group
New Jersey
$2.62M -$32.7K -233 -1%
NA
236
NewEdge Advisors
Louisiana
$2.57M +$429K +3,060 +20%
FT
237
Fiduciary Trust
Massachusetts
$2.56M +$127K +903 +5%
ITC
238
Inspire Trust Company
Nevada
$2.55M +$281K +2,000 +12%
CTC
239
Central Trust Company
Missouri
$2.51M -$41.4K -295 -2%
NCM
240
Narwhal Capital Management
Georgia
$2.47M -$252K -1,795 -9%
BHPW
241
Beverly Hills Private Wealth
California
$2.46M -$44.2K -315 -2%
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$2.44M +$174K +1,247 +8%
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$2.42M +$148K +1,090 +7%
OC
244
Oppenheimer & Co
New York
$2.35M -$661K -4,710 -22%
ORG
245
Optimist Retirement Group
Washington
$2.34M +$448K +3,193 +24%
Point72 Asset Management
246
Point72 Asset Management
Connecticut
$2.28M +$1.3M +9,295 +134%
BEI
247
Benjamin Edwards Inc
Missouri
$2.28M +$2.28M +16,221 New
HCA
248
Horan Capital Advisors
Ohio
$2.27M -$23.2K -165 -1%
MFFIA
249
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.24M +$80K +570 +4%
VPIM
250
Vanguard Personalized Indexing Management
California
$2.23M +$345K +2,458 +18%
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