DEO icon

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 %
MFFIA
251
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.23M +$44.6K +300 +2%
CC
252
Courier Capital
New York
$2.23M -$61K -410 -3%
SC
253
Searle & Co
Connecticut
$2.22M -$3.87K -26 -0.2%
FFA
254
First Foundation Advisors
California
$2.2M -$4.86M -32,704 -69%
WIC
255
Woodmont Investment Counsel
Tennessee
$2.19M -$22K -148 -1%
BHPW
256
Beverly Hills Private Wealth
California
$2.18M +$85.7K +576 +4%
WT
257
Whittier Trust
California
$2.17M -$127K -856 -6%
LNWWM
258
Laird Norton Wetherby Wealth Management
California
$2.16M -$61.1K -411 -3%
GFS
259
GYL Financial Synergies
Connecticut
$2.15M +$542K +3,643 +34%
SVWAG
260
Sound View Wealth Advisors Group
Georgia
$2.11M +$65.7K +442 +3%
PA
261
Procyon Advisors
Connecticut
$2.11M +$918K +6,171 +77%
LI
262
Louisbourg Investments
New Brunswick, Canada
$2.09M +$217K +1,458 +12%
Dodge & Cox
263
Dodge & Cox
California
$2.07M – – –
WTC
264
WhitTier Trust Company
Nevada
$2.06M +$123K +824 +6%
VPIM
265
Vanguard Personalized Indexing Management
California
$2.04M +$483K +3,249 +31%
CPBTD
266
Central Pacific Bank - Trust Division
Hawaii
$2.03M +$2.03M +13,700 New
1832 Asset Management
267
1832 Asset Management
Ontario, Canada
$1.99M -$7.16M -48,124 -78%
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
$1.98M -$300K -2,018 -13%
Harris Associates
269
Harris Associates
Illinois
$1.97M -$803K -5,402 -29%
SC
270
SouthState Corp
Florida
$1.97M +$341K +2,291 +21%
LCAM
271
London & Capital Asset Management
United Kingdom
$1.96M +$237K +1,593 +14%
AAM
272
Auxier Asset Management
Oregon
$1.96M -$14.9K -100 -0.8%
MAM
273
Mystic Asset Management
Rhode Island
$1.96M +$73.6K +495 +4%
BCM
274
Brookmont Capital Management
Texas
$1.95M +$13.8K +93 +0.7%
NA
275
NewEdge Advisors
Louisiana
$1.93M +$109K +731 +6%
9 10
11
12 13