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 %
EFMC
426
Empire Financial Management Company
New York
$744K +$10.6K +84 +1%
CHJWM
427
Carlton Hofferkamp & Jenks Wealth Management
Texas
$740K -$5.64K -45 -0.8%
VVP
428
Venture Visionary Partners
Ohio
$739K -$101K -801 -12%
GM
429
GeoWealth Management
Illinois
$738K +$284K +2,256 +63%
RhumbLine Advisers
430
RhumbLine Advisers
Massachusetts
$734K +$21.9K +174 +3%
CG
431
Caprock Group
Idaho
$729K -$109K -862 -13%
CCA
432
Catalyst Capital Advisors
New York
$724K +$84.5K +670 +13%
PFGIA
433
Patriot Financial Group Insurance Agency
Massachusetts
$720K +$96.5K +765 +15%
SHFA
434
SS&H Financial Advisors
Michigan
$718K
FFA
435
First Foundation Advisors
California
$715K -$1.15M -9,147 -62%
GBT
436
Grove Bank & Trust
Florida
$712K +$153K +1,212 +27%
MPPW
437
Mitchell & Pahl Private Wealth
Oklahoma
$701K +$9.08K +72 +1%
CWM
438
Compass Wealth Management
Connecticut
$699K
AWM
439
Aberdeen Wealth Management
Illinois
$698K -$43.9K -348 -6%
IIM
440
Ipswich Investment Management
Massachusetts
$694K -$317K -2,516 -31%
WG
441
Welch Group
Alabama
$693K +$214K +1,700 +45%
RPCONE
442
Retirement Planning Company of New England
Rhode Island
$692K -$10.7K -85 -2%
LWCFA
443
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$688K -$5.18K -40 -0.7%
AssetMark Inc
444
AssetMark Inc
California
$688K -$13.4K -106 -2%
HHRDM
445
H&H Retirement Design & Management
Nevada
$682K +$200K +1,541 +41%
RP
446
Raelipskie Partnership
Ontario, Canada
$677K +$37.8K +300 +6%
JCM
447
Jacobi Capital Management
Pennsylvania
$676K +$25.1K +199 +4%
CA
448
Clearstead Advisors
Ohio
$675K +$339K +2,691 +101%
QWP
449
Quotient Wealth Partners
Texas
$675K -$644K -5,104 -49%
AWM
450
Axxcess Wealth Management
California
$673K -$30.6K -243 -4%