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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 %
LFA
651
Laraway Financial Advisors
Minnesota
$283K – – –
NME
652
Notis-McConarty Edward
$281K -$140K -1,000 -33%
SCM
653
Shelton Capital Management
Colorado
$279K – – –
SIA
654
Sage Investment Advisers
New York
$278K -$19.1K -136 -6%
AIM
655
Allen Investment Management
New York
$278K +$278K +1,983 New
CWM
656
Concentric Wealth Management
California
$274K – – –
AFM
657
Abbot Financial Management
Massachusetts
$270K – – –
KWA
658
Kingswood Wealth Advisors
California
$268K +$268K +1,914 New
1WA
659
180 Wealth Advisors
Washington
$266K -$16.8K -120 -6%
MFG
660
Merit Financial Group
Georgia
$264K -$66.4K -473 -20%
IIM
661
Ipswich Investment Management
Massachusetts
$264K -$508K -3,622 -66%
AQR Capital Management
662
AQR Capital Management
Connecticut
$263K +$263K +1,873 New
KGC
663
Kennon-Green & Company
Ohio
$263K +$13.1K +93 +5%
WFI
664
West Family Investments
California
$263K +$263K +1,871 New
BWP
665
BSW Wealth Partners
Colorado
$262K -$33.7K -240 -11%
CPIG
666
Chicago Partners Investment Group
Illinois
$261K +$16.8K +125 +7%
AWP
667
Atlas Wealth Partners
Pennsylvania
$261K – – –
Thrivent Financial for Lutherans
668
Thrivent Financial for Lutherans
Minnesota
$261K +$261K +1,859 New
SIA
669
Schechter Investment Advisors
Michigan
$260K +$34.2K +244 +15%
RFN
670
RDA Financial Network
Iowa
$257K +$257K +1,834 New
LWCFA
671
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$257K -$457K -3,401 -64%
WS
672
Wedbush Securities
California
$257K -$247K -1,759 -49%
RFC
673
Regions Financial Corp
Alabama
$257K -$7.02K -50 -3%
FVWA
674
Foster Victor Wealth Advisors
South Carolina
$255K +$40.5K +301 +19%
PWM
675
Perigon Wealth Management
California
$254K -$79K -563 -24%
25 26
27
28 29