947 hedge funds and large institutions have $7.4B invested in Diageo in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 343 increasing their positions, 371 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
947
Holders Change
-65
Holders Change %
-6.42%
% of All Funds
13.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
343
Reduced
371
Closed
127
Calls
$82.5M
Puts
$62M
Net Calls
+$20.5M
Net Calls Change
+$8.53M
Name Holding Trade Value Shares
Change
Shares
Change %
KCM
401
Knoll Capital Management
Florida
$851K
DA
402
Dillon & Associates
Michigan
$846K -$16.6K -132 -2%
PGFC
403
Peapack-Gladstone Financial Corp
New Jersey
$844K -$22K -175 -3%
EIM
404
Ervin Investment Management
Washington
$841K -$37.2K -295 -4%
AO
405
Advisor OS
Illinois
$835K +$7.06K +56 +0.9%
CC
406
Copperleaf Capital
North Carolina
$829K +$25.3K +201 +3%
HAG
407
HF Advisory Group
Maryland
$828K +$828K +6,566 New
TFS
408
Thoroughbred Financial Services
Tennessee
$819K +$119K +942 +17%
MCCA
409
Mill Creek Capital Advisors
Pennsylvania
$812K
SAG
410
SageView Advisory Group
California
$811K +$96.2K +763 +13%
AWM
411
Apollon Wealth Management
South Carolina
$810K -$182K -1,446 -18%
LFAS
412
Level Four Advisory Services
Texas
$807K +$332K +2,630 +70%
BWM
413
BCGM Wealth Management
Indiana
$795K -$1.01K -8 -0.1%
JPWM
414
Jamison Private Wealth Management
Georgia
$786K -$18.2K -144 -2%
SEC
415
Seven Eight Capital
New York
$780K +$780K +6,188 New
BP
416
Ballentine Partners
Massachusetts
$777K -$1.39K -11 -0.2%
DWA
417
Douglass Winthrop Advisors
New York
$776K -$641K -5,085 -45%
HWA
418
Heritage Wealth Advisors
Virginia
$766K -$126 -1 -0%
BFA
419
Buttonwood Financial Advisors
Maryland
$763K +$185K +1,466 +32%
SCA
420
Sandy Cove Advisors
Massachusetts
$763K +$63K +500 +9%
PA
421
Parallel Advisors
California
$758K -$561K -4,446 -43%
HFM
422
Hartford Financial Management
Connecticut
$756K
BSB
423
Bangor Savings Bank
Maine
$751K -$4.79K -38 -0.6%
AAM
424
Advisors Asset Management
Colorado
$750K +$104K +822 +16%
RPC
425
Rossmore Private Capital
Connecticut
$749K