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Diageo
DEO

Overview Fund Activity

958 hedge funds and large institutions have $7.67B invested in Diageo in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 286 increasing their positions, 396 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
958
Holders Change
–
Holders Change %
0%
% of All Funds
12.76%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
125
Increased
286
Reduced
396
Closed
101
Calls
$71.6M
Puts
$54.8M
Net Calls
+$16.8M
Net Calls Change
+$23.9M

Top Buyers

1
CF
Canoe Financial
Alberta, Canada
$258M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$179M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$739M
4
Northern Trust
Northern Trust
Illinois
$82.6M
5
Optiver Holding
Optiver Holding
Netherlands
$20.3M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
$0
2
Bank of America
Bank of America
North Carolina
$574M
3
MIS
Morningstar Investment Services
Illinois
$7.94M
4
BlackRock
BlackRock
New York
$110M
5
Morgan Stanley
Morgan Stanley
New York
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMH
626
Sanders Morris Harris
Texas
$287K – – –
LWA
627
Lantern Wealth Advisors
New York
$286K +$6.61K +52 +2%
FLPIM
628
F.L. Putnam Investment Management
Massachusetts
$285K -$32K -252 -10%
UBP
629
Union Bancaire Privee
Switzerland
$285K +$285K +2,421 New
HJGA
630
Hardman Johnston Global Advisors
Connecticut
$280K -$114K -900 -29%
CA
631
Continuum Advisory
Idaho
$277K +$11.8K +93 +4%
CIAS
632
Capital Investment Advisory Services
North Carolina
$277K -$14.6K -115 -5%
Lido Advisors
633
Lido Advisors
California
$274K -$189K -1,484 -41%
FBT
634
First Bankers Trust
Kentucky
$272K -$98.8K -777 -27%
PPC
635
Park Place Capital
Alabama
$270K -$64.6K -508 -19%
Bessemer Group
636
Bessemer Group
New Jersey
$270K – – –
CNTOF
637
Canandaigua National Trust of Florida
New York
$269K +$269K +2,113 New
CA
638
Clearstead Advisors
Ohio
$268K -$211K -1,658 -44%
KGC
639
Kennon-Green & Company
Ohio
$268K +$29.9K +235 +13%
KP
640
Keel Point
Alabama
$267K +$41.1K +323 +18%
IWA
641
Icon Wealth Advisors
Texas
$266K +$39.7K +312 +18%
PMG
642
ProVise Management Group
Florida
$264K -$26.7K -210 -9%
RGC
643
Roberts, Glore & Co
Illinois
$263K – – –
PWM
644
Perigon Wealth Management
California
$260K +$47.5K +405 +22%
GVAG
645
Great Valley Advisor Group
Delaware
$260K +$58.5K +461 +29%
IC
646
Iconiq Capital
California
$257K +$257K +2,018 New
LFA
647
Laraway Financial Advisors
Minnesota
$256K – – –
AIA
648
AssuredPartners Investment Advisors
Florida
$255K +$255K +2,008 New
MFG
649
Merit Financial Group
Georgia
$254K +$14.7K +116 +6%
MIC
650
Maxi Investments CY
Cyprus
$254K +$254K +2,000 New
24 25
26
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