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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
Bank of America
North Carolina
$776M
2
Federated Hermes
Federated Hermes
Pennsylvania
$108M
3
Aristotle Capital Management
Aristotle Capital Management
California
$80.1M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$133M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$736M

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
$25.2M
2
Morgan Stanley
Morgan Stanley
New York
$312M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$15.4M
4
ClearBridge Investments
ClearBridge Investments
New York
$148M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$8.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
376
MGO One Seven
Ohio
$1.05M +$51.2K +365 +5%
FIA
377
Foundations Investment Advisors
Arizona
$1.05M +$56.8K +405 +6%
Squarepoint
378
Squarepoint
New York
$1.05M +$1.05M +7,460 New
BFA
379
Buttonwood Financial Advisors
Maryland
$1.02M +$171K +1,221 +20%
MIM
380
Meixler Investment Management
Arizona
$1M -$269K -1,920 -21%
WAM
381
Weatherly Asset Management
California
$1,000K -$48.7K -341 -5%
SF
382
Summit Financial
New Jersey
$1,000K -$6.14K -43 -0.6%
KFGK
383
Keystone Financial Group (Kentucky)
Kentucky
$998K +$40K +285 +4%
PFGIA
384
Patriot Financial Group Insurance Agency
Massachusetts
$998K +$197K +1,405 +25%
VSQM
385
V-Square Quantitative Management
Illinois
$985K – – –
GM
386
GeoWealth Management
Illinois
$962K +$141K +1,002 +17%
GWM
387
Geneos Wealth Management
Colorado
$962K -$530K -3,775 -36%
S
388
SignatureFD
Georgia
$961K -$80.4K -573 -8%
Prudential Financial
389
Prudential Financial
New Jersey
$960K +$458K +3,263 +91%
CT
390
Colonial Trust
South Carolina
$951K -$332K -2,364 -26%
ISL
391
Ingalls & Snyder LLC
New York
$951K – – –
DWT
392
Dorsey & Whitney Trust
South Dakota
$950K +$209K +1,488 +28%
KCM
393
Knoll Capital Management
Florida
$947K – – –
VFA
394
Valeo Financial Advisors
Indiana
$945K -$25.8K -892 -3%
EIM
395
Ervin Investment Management
Washington
$936K – – –
LSAG
396
Lake Street Advisors Group
New Hampshire
$927K +$186K +1,304 +25%
ATPW
397
Ashton Thomas Private Wealth
Arizona
$927K -$36.1K -257 -4%
PCP
398
Proficio Capital Partners
Massachusetts
$927K -$115K -820 -11%
TCA
399
Transcend Capital Advisors
New Jersey
$926K -$118K -843 -11%
SRL
400
Scientech Research LLC
New Jersey
$925K +$424K +3,022 +85%
14 15
16
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