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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 %
IAN
626
Integrated Advisors Network
Texas
$322K -$104K -738 -24%
CIAS
627
Capital Investment Advisory Services
North Carolina
$322K +$51.2K +365 +19%
PMG
628
ProVise Management Group
Florida
$321K -$56.3K -401 -15%
CCA
629
Checchi Capital Advisers
California
$321K -$33.7K -240 -10%
SMH
630
Sanders Morris Harris
Texas
$318K +$318K +2,263 New
IC
631
IEQ Capital
California
$316K +$5.05K +36 +2%
TRCT
632
Tower Research Capital (TRC)
New York
$314K -$371K -2,644 -54%
AG
633
Advocate Group
Minnesota
$314K – – –
NAM
634
NTV Asset Management
West Virginia
$310K -$982 -7 -0.3%
ECG
635
Edge Capital Group
Georgia
$309K -$31K -221 -9%
LWA
636
Lantern Wealth Advisors
New York
$309K – – –
MGIA
637
Moneta Group Investment Advisors
Missouri
$307K +$17.7K +126 +6%
CA
638
Carson Advisory
Georgia
$304K -$20.9K -149 -6%
TSS
639
Two Sigma Securities
New York
$301K +$301K +2,144 New
SWM
640
Spire Wealth Management
Virginia
$301K -$26.7K -190 -8%
DWM
641
Dorchester Wealth Management
Quebec, Canada
$300K -$2.81K -20 -0.9%
Bessemer Group
642
Bessemer Group
New Jersey
$298K -$12.3K -88 -4%
Koshinski Asset Management
643
Koshinski Asset Management
Illinois
$296K +$5.89K +42 +2%
LFA
644
Legacy Financial Advisors
Kentucky
$296K +$296K +2,109 New
CIC
645
Carnegie Investment Counsel
Ohio
$292K +$5.75K +41 +2%
SEIA
646
Signature Estate & Investment Advisors
California
$290K +$36.6K +261 +14%
RGC
647
Roberts, Glore & Co
Illinois
$290K +$65K +463 +29%
MAM
648
Milestone Asset Management
Pennsylvania
$289K +$9.96K +71 +4%
LP
649
LGL Partners
Pennsylvania
$285K -$8K -57 -3%
Russell Investments Group
650
Russell Investments Group
United Kingdom
$284K +$87K +620 +44%
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