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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 %
JIC
326
Joel Isaacson & Co
New York
$1.35M +$196K +1,400 +17%
KFP
327
KMG Fiduciary Partners
Ohio
$1.35M +$26.5K +189 +2%
GT
328
Greenleaf Trust
Michigan
$1.34M +$105K +751 +9%
QCM
329
QRG Capital Management
Illinois
$1.33M -$81.8K -583 -6%
DWP
330
Daymark Wealth Partners
Ohio
$1.32M -$13.6K -97 -1%
CA
331
CoreCap Advisors
Michigan
$1.32M +$72.7K +518 +6%
RCM
332
Radnor Capital Management
Pennsylvania
$1.3M +$58.6K +418 +5%
CF
333
Canoe Financial
Alberta, Canada
$1.29M +$1.29M +9,167 New
BWM
334
Bulltick Wealth Management
Florida
$1.29M -$5.48M -38,350 -81%
DW30
335
Drucker Wealth 3.0
New Jersey
$1.29M +$294K +2,097 +30%
HTC
336
Haverford Trust Company
Pennsylvania
$1.28M -$230K -1,637 -15%
PWMAG
337
Pinnacle Wealth Management Advisory Group
New Jersey
$1.27M -$135K -964 -10%
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$1.26M +$187K +1,335 +17%
WANY
339
Wealthspire Advisors (New York)
New York
$1.26M -$37.5K -267 -3%
GS
340
GTS Securities
New York
$1.25M +$1.25M +8,885 New
WAC
341
William Allan Corp
Colorado
$1.24M +$87.3K +622 +8%
TD Asset Management
342
TD Asset Management
Ontario, Canada
$1.24M +$42.9K +305 +4%
EPAM
343
Euro Pacific Asset Management
Puerto Rico
$1.23M +$63.6K +454 +5%
CIA
344
Cascade Investment Advisors
Oregon
$1.21M +$104K +740 +9%
SCA
345
Stonebridge Capital Advisors
Minnesota
$1.2M -$4.3M -30,642 -78%
RC
346
Roundview Capital
New Jersey
$1.19M +$953K +6,788 +400%
FW
347
FullCircle Wealth
Texas
$1.19M +$592K +4,438 +99%
CGH
348
Crossmark Global Holdings
Texas
$1.19M -$102K -725 -8%
FMI
349
Fiduciary Management Inc
Wisconsin
$1.19M +$211K +1,506 +22%
GWM
350
GSB Wealth Management
Connecticut
$1.18M -$347K -2,476 -23%
12 13
14
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