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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
$776M
2
Federated Hermes
Federated Hermes
Pennsylvania
$108M
3
Aristotle Capital Management
Aristotle Capital Management
California
$80.1M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$133M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$736M

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
$25.2M
2
Morgan Stanley
Morgan Stanley
New York
$312M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$15.4M
4
ClearBridge Investments
ClearBridge Investments
New York
$148M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$8.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
BONST
676
Bank of Nova Scotia Trust
Ontario, Canada
$252K +$252K +1,796 New
APWM
677
Argonautica Private Wealth Management
Massachusetts
$252K +$1.4K +10 +0.6%
KAS
678
KPP Advisory Services
Kentucky
$251K -$84.9K -605 -25%
CA
679
Continuum Advisory
Idaho
$250K +$50K +417 +25%
IWA
680
Icon Wealth Advisors
Texas
$250K +$83.8K +597 +50%
SC
681
Savant Capital
Illinois
$249K +$249K +1,776 New
KP
682
Keel Point
Alabama
$249K +$2.53K +18 +1%
ACA
683
Aptus Capital Advisors
Alabama
$249K -$1.97K -14 -0.8%
Jane Street
684
Jane Street
New York
$247K -$3.3M -23,549 -93%
DT
685
Diversified Trust
Tennessee
$247K +$247K +1,757 New
TFA
686
Tranquilli Financial Advisor
New Jersey
$246K -$12.1K -86 -5%
JWCA
687
J.W. Cole Advisors
Florida
$246K -$48.1K -343 -16%
ICP
688
Interchange Capital Partners
Pennsylvania
$244K +$4.77K +34 +2%
IC
689
Inscription Capital
Texas
$242K +$2.53K +18 +1%
KIA
690
KCM Investment Advisors
California
$242K -$9.83K -70 -4%
S
691
Sunpointe
Missouri
$241K +$241K +1,686 New
JWM
692
Jeppson Wealth Management
California
$241K – – –
RA
693
Ruggaard & Associates
Ohio
$241K -$17.5K -125 -7%
LFAS
694
Level Four Advisory Services
Texas
$240K -$555K -4,471 -70%
DG
695
DMC Group
Alabama
$240K +$240K +1,709 New
HL
696
HeadInvest LLC
Maine
$239K -$41.7K -297 -15%
WH
697
Willner & Heller
California
$238K -$16.6K -118 -6%
CFD
698
Creative Financial Designs
Indiana
$238K +$17K +121 +8%
SRC
699
Sage Rhino Capital
California
$236K -$842 -6 -0.4%
SA
700
SpiderRock Advisors
Delaware
$236K +$236K +1,678 New
26 27
28
29 30