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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 %
HA
351
Hamel Associates
New Jersey
$1.18M – – –
WA
352
Wealth Alliance
New York
$1.18M +$937K +6,680 +380%
FHA
353
First Horizon Advisors
Tennessee
$1.18M +$60.2K +429 +5%
Toronto Dominion Bank
354
Toronto Dominion Bank
Ontario, Canada
$1.17M – – –
State Street
355
State Street
Massachusetts
$1.17M – – –
YCM
356
Yousif Capital Management
Michigan
$1.16M -$85.3K -608 -7%
AC
357
Addison Capital
Pennsylvania
$1.15M -$7.44K -53 -0.6%
KPWS
358
Kestra Private Wealth Services
Texas
$1.15M -$233K -1,661 -17%
VCA
359
Verdence Capital Advisors
Maryland
$1.14M +$1.14M +8,149 New
GRP
360
Global Retirement Partners
California
$1.14M +$11.9K +85 +1%
FFS
361
Founders Financial Securities
Maryland
$1.14M -$49.3K -351 -4%
TCPW
362
Twin City Private Wealth
North Carolina
$1.14M +$10.6K +74 +0.9%
D.E. Shaw & Co
363
D.E. Shaw & Co
New York
$1.14M -$3.95M -28,157 -78%
AAM
364
Advisors Asset Management
Colorado
$1.13M +$295K +2,100 +35%
HI
365
Horizon Investments
North Carolina
$1.13M -$49.3K -351 -4%
IWM
366
IHT Wealth Management
Illinois
$1.11M +$559K +3,986 +101%
CSPIA
367
Cary Street Partners Investment Advisory
Virginia
$1.1M -$267K -1,904 -20%
BSA
368
Bull Street Advisors
Georgia
$1.1M – – –
HF
369
HRT Financial
New York
$1.09M -$408K -2,908 -27%
HAG
370
HF Advisory Group
Maryland
$1.08M +$159K +1,130 +17%
SCM
371
Sterling Capital Management
North Carolina
$1.08M +$1.08M +7,664 New
CL
372
Choreo LLC
Illinois
$1.07M +$85.6K +612 +9%
AWP
373
Accretive Wealth Partners
New Jersey
$1.07M +$6.6K +47 +0.6%
MWM
374
Modera Wealth Management
New Jersey
$1.07M -$18.5K -132 -2%
RCM
375
Raleigh Capital Management
North Carolina
$1.05M +$1.05M +7,503 New
13 14
15
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