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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 %
SL
576
Summitry LLC
California
$404K +$14.2K +101 +4%
AFG
577
Atomi Financial Group
New York
$402K +$22K +157 +6%
CIC
578
Crawford Investment Counsel
Georgia
$402K – – –
AWA
579
Aaron Wealth Advisors
Illinois
$401K +$134K +954 +50%
IB
580
Intrust Bank
Kansas
$399K +$399K +2,846 New
PWAM
581
Pinnacle West Asset Management
Wyoming
$395K +$31.6K +225 +9%
FC
582
FCA Corp
Texas
$393K – – –
HCM
583
Howland Capital Management
Massachusetts
$387K -$57.1K -400 -13%
HWMO
584
Heritage Wealth Management (Ohio)
Ohio
$379K – – –
OBGC
585
O'Brien Greene & Co
Pennsylvania
$378K -$9.68K -69 -2%
WI
586
WrapManager Inc
California
$374K -$3.23K -23 -0.9%
KMWM
587
Keudell/Morrison Wealth Management
Oregon
$372K +$372K +2,653 New
PPC
588
Park Place Capital
Alabama
$370K +$365K +2,599 +7,219%
P
589
Pitcairn
Pennsylvania
$370K +$370K +2,633 New
DA
590
Dillon & Associates
Michigan
$366K -$573K -4,100 -61%
FAM
591
Formidable Asset Management
Ohio
$365K -$30.2K -215 -8%
ZIG
592
Zuckerman Investment Group
Illinois
$364K +$5.33K +38 +1%
SWA
593
Stratos Wealth Advisors
Ohio
$360K -$147K -1,044 -29%
CIG
594
Cullen Investment Group
Louisiana
$359K -$5.61K -40 -2%
MA
595
MJP Associates
Connecticut
$358K -$3.37K -24 -0.9%
ABLA
596
Alan B. Lancz & Associates
Ohio
$358K – – –
EWA
597
EP Wealth Advisors
California
$357K +$59.7K +425 +20%
FMII
598
Farmers & Merchants Investments Inc
Nebraska
$357K +$16K +114 +5%
HW
599
Hancock Whitney
Mississippi
$355K -$1.12K -8 -0.3%
KWM
600
Kingsview Wealth Management
Oregon
$355K +$72.6K +517 +26%
22 23
24
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