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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 %
FFO
526
Fortitude Family Office
Arizona
$501K +$501K +3,571 New
WF
527
Welch & Forbes
Massachusetts
$498K -$40.4K -288 -8%
9WM
528
9258 Wealth Management
Ohio
$497K -$2.67K -19 -0.5%
LC
529
Lindbrook Capital
California
$496K -$22.5K -160 -4%
VT
530
Vise Technologies
New York
$495K -$236K -1,683 -32%
QWM
531
Quadcap Wealth Management
Texas
$494K -$133K -946 -21%
FNT
532
First National Trust
Pennsylvania
$492K -$5.33K -38 -1%
TIAA Trust, National Association
533
TIAA Trust, National Association
North Carolina
$492K -$18.5K -132 -4%
CCG
534
Cypress Capital Group
Florida
$491K +$9.68K +69 +2%
VA
535
Vident Advisory
Georgia
$491K +$48.1K +343 +11%
SPWM
536
Schrum Private Wealth Management
Florida
$490K +$217K +1,546 +79%
LI
537
LRI Investments
Florida
$484K +$186K +1,549 +62%
PFG
538
PAX Financial Group
Texas
$484K +$29.2K +208 +6%
GT
539
Glenview Trust
Kentucky
$482K -$20.2K -144 -4%
ACM
540
Adalta Capital Management
New York
$481K +$70.7K +495 +17%
CCM
541
Coerente Capital Management
Ontario, Canada
$479K – – –
PWPS
542
Pinnacle Wealth Planning Services
Ohio
$479K +$75.2K +536 +19%
WC
543
Wynn Capital
Georgia
$477K +$48.4K +345 +11%
GI
544
GAMMA Investing
California
$475K +$61.7K +440 +15%
PA
545
Profund Advisors
Maryland
$474K -$71.6K -510 -13%
BFG
546
Beacon Financial Group
Texas
$465K -$78.2K -557 -14%
DWM
547
Drive Wealth Management
Utah
$464K -$4.86K -34 -1%
AWAU
548
Alliance Wealth Advisors (Utah)
Utah
$463K +$21.5K +153 +5%
PTC
549
Private Trust Company
Ohio
$459K +$87.4K +623 +24%
HH
550
Hilltop Holdings
Texas
$454K +$212K +1,511 +88%
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