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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 %
SYBT
276
Stock Yards Bank & Trust
Kentucky
$1.93M +$64.7K +435 +3%
CB
277
Commerce Bank
Missouri
$1.93M -$85.7K -576 -4%
BFO
278
Boston Family Office
Massachusetts
$1.92M +$11.6K +78 +0.6%
KPWS
279
Kestra Private Wealth Services
Texas
$1.91M +$111K +743 +6%
SFG
280
Sather Financial Group
Texas
$1.9M – – –
MC
281
Moors & Cabot
Massachusetts
$1.87M -$53.5K -360 -3%
RWA
282
Roberts Wealth Advisors
California
$1.87M +$83.7K +609 +5%
OPA
283
Old Port Advisors
Maine
$1.87M +$256K +1,723 +16%
BL
284
Balentine LLC
Georgia
$1.86M +$953K +6,405 +105%
NIC
285
Northwest Investment Counselors
Oregon
$1.86M -$47.9K -322 -3%
WWA
286
WCG Wealth Advisors
Nevada
$1.86M +$1.86M +12,475 New
PVI
287
Pine Valley Investments
New Jersey
$1.85M -$18.9K -127 -1%
CDH
288
Charles D. Hyman
$1.85M -$461K -3,100 -20%
WC
289
Westhampton Capital
North Carolina
$1.84M – – –
NW
290
Naviter Wealth
Arkansas
$1.84M +$626K +4,166 +52%
RB
291
Rodgers Brothers
Pennsylvania
$1.84M – – –
BG
292
Bahl & Gaynor
Ohio
$1.84M -$32.7K -220 -2%
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$1.82M -$3.66M -24,579 -67%
AWS
294
Atria Wealth Solutions
New York
$1.82M +$370K +2,467 +26%
MAM
295
Madison Asset Management
Wisconsin
$1.82M +$15.3K +103 +0.8%
Focus Partners Wealth
296
Focus Partners Wealth
Massachusetts
$1.8M +$549K +3,690 +44%
PAS
297
Park Avenue Securities
New York
$1.79M +$995K +6,691 +125%
ITC
298
Inspire Trust Company
Nevada
$1.78M +$702K +4,720 +65%
RIA
299
Regal Investment Advisors
Michigan
$1.77M +$78.5K +528 +5%
CHAM
300
Clear Harbor Asset Management
Connecticut
$1.75M -$217K -1,462 -11%
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