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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 %
CCB
251
Country Club Bank
Missouri
$2.22M -$1.07M -7,574 -32%
LDB
252
Lee, Danner & Bass
Tennessee
$2.22M -$7.02K -50 -0.3%
FAB
253
First American Bank
Illinois
$2.22M -$266K -1,892 -11%
TI
254
Trexquant Investment
Connecticut
$2.21M +$2.21M +15,734 New
PM
255
Phraction Management
Connecticut
$2.2M -$250K -1,780 -10%
MC
256
Moors & Cabot
Massachusetts
$2.19M +$373K +2,655 +21%
P
257
&Partners
Tennessee
$2.18M +$1.52M +10,808 +228%
SFA
258
Semmax Financial Advisors
North Carolina
$2.18M +$288K +2,410 +15%
CWP
259
Capital Wealth Planning
Florida
$2.17M +$2.17M +15,495 New
PFS
260
Prospera Financial Services
Texas
$2.17M +$446K +3,178 +26%
AAS
261
Avantax Advisory Services
Texas
$2.17M -$182K -1,294 -8%
VFA
262
Voya Financial Advisors
Connecticut
$2.15M +$149K +1,061 +7%
CIA
263
Concurrent Investment Advisors
Florida
$2.13M +$107K +762 +5%
LF
264
Lantz Financial
Illinois
$2.13M +$487K +3,467 +30%
DS
265
DRW Securities
Illinois
$2.07M +$1.76M +12,549 +563%
CC
266
Courier Capital
New York
$2.07M +$57.1K +407 +3%
SC
267
Searle & Co
Connecticut
$2.06M -$14K -100 -0.7%
FFA
268
Farther Finance Advisors
California
$2.03M -$1.4K -10 -0.1%
BPA
269
Beacon Pointe Advisors
California
$2.03M -$560K -3,990 -22%
LCAM
270
London & Capital Asset Management
United Kingdom
$2.01M -$31K -221 -2%
AssetMark Inc
271
AssetMark Inc
California
$2M +$1.23M +8,775 +161%
HCMT
272
Highland Capital Management (Tennessee)
Tennessee
$2M -$6.88K -49 -0.3%
RJT
273
Raymond James Trust
Florida
$2M +$543K +3,869 +37%
1832 Asset Management
274
1832 Asset Management
Ontario, Canada
$1.99M +$63.6K +453 +3%
SVWAG
275
Sound View Wealth Advisors Group
Georgia
$1.98M +$46.5K +331 +2%
9 10
11
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