DEO icon

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 %
EWA
676
EP Wealth Advisors
California
$229K -$95K -747 -29%
WS
677
Wedbush Securities
California
$228K -$4.84K -38 -2%
1WA
678
180 Wealth Advisors
Washington
$228K -$13.6K -107 -6%
TFA
679
Tranquilli Financial Advisor
New Jersey
$227K +$4.07K +32 +2%
LI
680
LMCG Investments
Massachusetts
$226K -$386K -3,033 -63%
MA
681
MONECO Advisors
Connecticut
$225K +$225K +1,769 New
PA
682
Probity Advisors
Texas
$222K -$71.2K -560 -24%
FCI
683
Financial Counselors Inc
Kansas
$219K -$160K -1,259 -42%
JWM
684
Jeppson Wealth Management
California
$218K – – –
CA
685
Carson Advisory
Georgia
$218K -$57.1K -449 -21%
SI
686
Seeds Investor
New York
$217K +$217K +1,705 New
ACA
687
Atlas Capital Advisors
Wyoming
$216K +$216K +1,700 New
CIC
688
Carnegie Investment Counsel
Ohio
$215K -$49.7K -391 -19%
MAS
689
Meeder Advisory Services
Ohio
$214K +$214K +1,683 New
KCM
690
Kathmere Capital Management
Pennsylvania
$214K +$214K +1,683 New
S
691
Sunpointe
Missouri
$214K -$636 -5 -0.3%
GLA
692
Good Life Advisors
Pennsylvania
$213K -$79.7K -627 -27%
VCM
693
Virtue Capital Management
Tennessee
$212K +$5.21K +41 +3%
PNAA
694
Pictet North America Advisors
Switzerland
$210K – – –
AWAP
695
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$210K – – –
LFAS
696
Level Four Advisory Services
Texas
$210K -$35.6K -280 -14%
RFN
697
RDA Financial Network
Iowa
$210K -$23.1K -182 -10%
CFD
698
Creative Financial Designs
Indiana
$210K -$5.98K -47 -3%
PCP
699
Proficio Capital Partners
Massachusetts
$210K -$630K -4,954 -75%
BONST
700
Bank of Nova Scotia Trust
Ontario, Canada
$209K -$19.1K -150 -8%
26 27
28
29 30