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Diageo
DEO

Overview Fund Activity

958 hedge funds and large institutions have $7.67B invested in Diageo in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 286 increasing their positions, 396 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
958
Holders Change
–
Holders Change %
0%
% of All Funds
12.76%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
125
Increased
286
Reduced
396
Closed
101
Calls
$71.6M
Puts
$54.8M
Net Calls
+$16.8M
Net Calls Change
+$23.9M

Top Buyers

1
CF
Canoe Financial
Alberta, Canada
$258M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$179M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$739M
4
Northern Trust
Northern Trust
Illinois
$82.6M
5
Optiver Holding
Optiver Holding
Netherlands
$20.3M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
$0
2
Bank of America
Bank of America
North Carolina
$574M
3
MIS
Morningstar Investment Services
Illinois
$7.94M
4
BlackRock
BlackRock
New York
$110M
5
Morgan Stanley
Morgan Stanley
New York
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
226
TD Private Client Wealth
New York
$2.45M -$58K -456 -2%
NA
227
NewEdge Advisors
Louisiana
$2.41M +$90.1K +709 +4%
GC
228
Guggenheim Capital
Illinois
$2.38M +$1.05M +8,294 +79%
SC
229
Sepio Capital
Utah
$2.37M -$120K -940 -5%
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$2.35M -$4.21M -32,863 -64%
ITC
231
Inspire Trust Company
Nevada
$2.31M – – –
HCM
232
Hutner Capital Management
Vermont
$2.28M -$153K -1,205 -6%
MA
233
Montag & Associates
Georgia
$2.25M -$109K -856 -5%
VPIM
234
Vanguard Personalized Indexing Management
California
$2.25M +$233K +1,829 +12%
CA
235
Callahan Advisors
Texas
$2.25M -$2.23M -17,523 -50%
CTC
236
Central Trust Company
Missouri
$2.24M -$35.9K -282 -2%
WP
237
WMS Partners
Maryland
$2.24M -$325K -2,558 -13%
FFA
238
Farther Finance Advisors
California
$2.19M +$353K +2,773 +19%
KeyBank National Association
239
KeyBank National Association
Ohio
$2.19M -$332K -2,610 -13%
BHPW
240
Beverly Hills Private Wealth
California
$2.19M -$46.1K -363 -2%
KIG
241
Kennedy Investment Group
New Jersey
$2.18M -$193K -1,515 -8%
BEI
242
Benjamin Edwards Inc
Missouri
$2.17M +$108K +848 +5%
JA
243
JLB & Associates
Michigan
$2.16M -$653K -5,138 -23%
TWC
244
TD Waterhouse Canada
Ontario, Canada
$2.15M -$3.09M -24,359 -59%
CTA
245
Colonial Trust Advisors
South Carolina
$2.14M -$840K -6,609 -28%
FT
246
Fiduciary Trust
Massachusetts
$2.13M -$189K -1,490 -8%
OC
247
Oppenheimer & Co
New York
$2.11M -$19.7K -155 -0.9%
DAS
248
DMKC Advisory Services
Iowa
$2.1M +$2.1M +16,552 New
CAC
249
Core Alternative Capital
Georgia
$2.04M -$3.48M -27,350 -63%
OLA
250
Oliver Luxxe Assets
New Jersey
$2.03M +$2.03M +15,977 New
8 9
10
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