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Diageo
DEO

Overview Fund Activity

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

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$95.2M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$53.2M
3
Morgan Stanley
Morgan Stanley
New York
+$48.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$45.6M
5
OAG
Orbis Allan Gray
Bermuda
+$39.7M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$272M
2
ClearBridge Investments
ClearBridge Investments
New York
-$82.7M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$67.2M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$52.2M
5
HMP
HS Management Partners
New York
-$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
476
Rehmann Capital Advisory Group
Michigan
$577K +$59K +468 +11%
FFWA
477
FRG Family Wealth Advisors
Washington
$575K -$127K -1,050 -18%
Carson Wealth (CWM LLC)
478
Carson Wealth (CWM LLC)
Nebraska
$574K +$66.8K +530 +13%
FHB
479
First Hawaiian Bank
Hawaii
$570K +$40.5K +321 +8%
CNBT
480
Canandaigua National Bank & Trust
New York
$567K -$133K -1,058 -19%
QWM
481
Quadcap Wealth Management
Texas
$563K +$166K +1,314 +42%
OAM
482
Occidental Asset Management
California
$562K -$50.4K -400 -8%
BCM
483
Barden Capital Management
Texas
$559K -$4.79K -38 -0.8%
LA
484
LVW Advisors
New York
$559K +$4.16K +33 +0.8%
CIC
485
Chilton Investment Company
Connecticut
$558K +$74.6K +592 +15%
M
486
MOTCO
Texas
$558K +$536K +4,255 +2,533%
SIG
487
Stonegate Investment Group
Alabama
$554K +$49.3K +391 +10%
Chevy Chase Trust
488
Chevy Chase Trust
Maryland
$553K -$27K -214 -5%
EFS
489
Essex Financial Services
Connecticut
$551K +$103K +840 +23%
BFS
490
Bradley Foster & Sargent
Connecticut
$550K +$2.65K +21 +0.5%
MYIA
491
Mount Yale Investment Advisors
Colorado
$549K +$119K +941 +28%
AA
492
Auxano Advisors
Washington
$548K +$1.64K +13 +0.3%
PCM
493
Parsons Capital Management
Rhode Island
$548K -$48.5K -385 -8%
UCB
494
United Community Bank
South Carolina
$543K +$543K +4,310 New
CA
495
Cullinan Associates
Kentucky
$542K – – –
DAS
496
Dynamic Advisor Solutions
Arizona
$539K +$120K +954 +29%
EI
497
Ellevest Inc
New York
$538K -$162K -1,287 -23%
ONB
498
Old National Bancorp
Indiana
$536K +$277K +2,196 +107%
Asset Management One
499
Asset Management One
Japan
$536K -$14.4K -114 -3%
BCM
500
Bayesian Capital Management
New York
$531K +$531K +4,214 New
18 19
20
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