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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
12.75%
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 %
SCM
651
Shelton Capital Management
Colorado
$253K – – –
AG
652
Advocate Group
Minnesota
$253K -$31.8K -250 -11%
ACM
653
Adalta Capital Management
New York
$252K -$177K -1,390 -41%
IAN
654
Integrated Advisors Network
Texas
$251K -$40.8K -321 -14%
DIM
655
Delta Investment Management
California
$250K +$250K +1,967 New
4WM
656
44 Wealth Management
Oregon
$250K -$76.7K -603 -23%
FC
657
Farringdon Capital
United Kingdom
$249K +$249K +1,961 New
FAM
658
Formidable Asset Management
Ohio
$249K -$81.9K -644 -25%
SPWM
659
Schrum Private Wealth Management
Florida
$247K -$197K -1,546 -44%
EWA
660
EverSource Wealth Advisors
Alabama
$244K +$56.6K +445 +30%
CPIG
661
Chicago Partners Investment Group
Illinois
$244K – – –
FFG
662
Fiduciary Financial Group
California
$240K +$240K +2,033 New
FRA
663
Frank Rimerman Advisors
California
$240K +$240K +1,890 New
DG
664
DMC Group
Alabama
$240K +$22.4K +176 +10%
MA
665
MJP Associates
Connecticut
$238K -$86.6K -681 -27%
ACA
666
Aptus Capital Advisors
Alabama
$237K +$12.1K +95 +5%
NAM
667
NTV Asset Management
West Virginia
$237K -$43.4K -341 -15%
SC
668
Savant Capital
Illinois
$237K +$11.2K +88 +5%
DT
669
Diversified Trust
Tennessee
$236K +$12.5K +98 +6%
WI
670
WrapManager Inc
California
$232K -$107K -838 -31%
AWP
671
Atlas Wealth Partners
Pennsylvania
$232K – – –
SAM
672
Smartleaf Asset Management
Massachusetts
$231K +$131K +1,031 +130%
LP
673
LGL Partners
Pennsylvania
$231K -$27.5K -216 -11%
APWM
674
Argonautica Private Wealth Management
Massachusetts
$230K +$1.65K +13 +0.7%
FVWA
675
Foster Victor Wealth Advisors
South Carolina
$229K +$3.92K +33 +2%
25 26
27
28 29