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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 %
MFIM
601
Mesirow Financial Investment Management
Illinois
$355K -$45.6K -325 -11%
AWE
602
Avidian Wealth Enterprises
Texas
$352K -$65.1K -464 -16%
FLPIM
603
F.L. Putnam Investment Management
Massachusetts
$350K -$6.74K -48 -2%
MW
604
Marcum Wealth
Ohio
$349K +$57.5K +410 +20%
LCGC
605
Legacy Capital Group California
California
$346K +$50.2K +358 +17%
RCG
606
Regatta Capital Group
California
$346K -$1.12K -8 -0.3%
4WM
607
44 Wealth Management
Oregon
$345K +$345K +2,568 New
BCM
608
Brookstone Capital Management
Illinois
$344K -$12.2K -87 -3%
BFA
609
Beaumont Financial Advisors
Massachusetts
$344K -$33.7K -240 -9%
ACA
610
American Capital Advisory
Idaho
$343K +$343K +2,447 New
CWP
611
Cyndeo Wealth Partners
Florida
$340K +$281 +2 +0.1%
NHC
612
Nicholas Hoffman & Company
Georgia
$338K +$2.11K +15 +0.6%
AWA
613
Arkadios Wealth Advisors
Georgia
$338K +$338K +2,407 New
OMC
614
Old Mission Capital
Illinois
$337K +$9.82K +70 +3%
ESB
615
Essex Savings Bank
Connecticut
$336K -$35.2K -251 -9%
Vontobel Holding
616
Vontobel Holding
Switzerland
$333K +$30.9K +220 +10%
IPW
617
Inlet Private Wealth
Florida
$332K – – –
GCM
618
Gallacher Capital Management
Colorado
$332K -$421 -3 -0.1%
SAM
619
Silvercrest Asset Management
New York
$330K -$1.14M -8,135 -78%
OWA
620
One Wealth Advisors
California
$328K – – –
FBT
621
First Bank & Trust
South Dakota
$327K +$327K +2,332 New
Allspring Global Investments
622
Allspring Global Investments
North Carolina
$326K +$90.2K +643 +38%
PP
623
PDS Planning
Ohio
$326K +$93.2K +664 +40%
PA
624
Probity Advisors
Texas
$323K -$49.5K -353 -13%
GLA
625
Good Life Advisors
Pennsylvania
$323K +$323K +2,302 New
23 24
25
26 27