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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
+$109M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$102M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$80.1M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$68.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$61.4M

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
-$121M
2
Morgan Stanley
Morgan Stanley
New York
-$107M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$97.1M
4
ClearBridge Investments
ClearBridge Investments
New York
-$89.7M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$64.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWM
501
Twelve Points Wealth Management
Massachusetts
$550K -$3.37K -24 -0.6%
CLA
502
Carnegie Lake Advisors
New Jersey
$547K +$547K +3,900 New
S
503
SimplyRich
California
$539K +$132K +943 +33%
BTWM
504
Baker Tilly Wealth Management
Wisconsin
$538K +$21.2K +151 +4%
CWA
505
Canvas Wealth Advisors
Kansas
$536K +$98.9K +705 +23%
SWM
506
Salvus Wealth Management
New Jersey
$533K +$1.12K +8 +0.2%
EI
507
Ellevest Inc
New York
$532K -$66.5K -474 -11%
WJWM
508
Williams Jones Wealth Management
New York
$531K -$17.5K -125 -3%
NEI
509
Northwest & Ethical Investments
Ontario, Canada
$530K +$163K +1,158 +44%
NFGCM
510
Norman Fields Gottscho Capital Management
New York
$530K – – –
CA
511
Clearstead Advisors
Ohio
$529K -$222K -1,580 -30%
CCM
512
Coldstream Capital Management
Washington
$525K +$49.2K +353 +10%
RCA
513
Ranch Capital Advisors
Florida
$521K +$521K +3,696 New
WIC
514
Wilkins Investment Counsel
Massachusetts
$521K – – –
AF
515
Affiance Financial
Minnesota
$520K – – –
WPA
516
Winning Points Advisors
Florida
$518K +$518K +3,457 New
CIA
517
Cohen Investment Advisors
New Hampshire
$518K +$50.7K +361 +11%
GC
518
Grimes & Company
Massachusetts
$514K -$7.58K -54 -1%
WA1
519
Wimmer Associates 1
California
$513K – – –
TYCC
520
Texas Yale Capital Corp
Florida
$512K – – –
Lido Advisors
521
Lido Advisors
California
$511K -$70K -499 -12%
Carson Wealth (CWM LLC)
522
Carson Wealth (CWM LLC)
Nebraska
$510K -$129K -920 -20%
SFA
523
Sequoia Financial Advisors
Ohio
$510K +$62.2K +443 +14%
SIG
524
Stonegate Investment Group
Alabama
$508K -$108K -772 -18%
QCG
525
Quadrant Capital Group
Ohio
$504K +$75.6K +539 +18%
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