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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 %
BWP
701
BSW Wealth Partners
Colorado
$207K -$30.4K -239 -13%
RCA
702
Resonant Capital Advisors
Wisconsin
$206K +$13.6K +107 +7%
Luther King Capital Management (LKCM)
703
Luther King Capital Management (LKCM)
Texas
$206K +$206K +1,617 New
VA
704
Valmark Advisers
Ohio
$205K -$1.78K -14 -0.9%
RBFC
705
Roman Butler Fullerton & Co
Missouri
$204K -$5.78K -46 -3%
SRC
706
Sage Rhino Capital
California
$204K -$9.79K -77 -5%
TCM
707
TT Capital Management
California
$203K +$203K +1,678 New
MFIM
708
Mesirow Financial Investment Management
Illinois
$202K -$119K -939 -37%
BJL
709
Brighton Jones LLC
Washington
$202K +$202K +1,588 New
LBC
710
Lowe Brockenbrough & Co
Virginia
$201K – – –
HJIM
711
Henry James International Management
New York
$200K -$254 -2 -0.1%
CAL
712
Capital Analysts LLC
Pennsylvania
$196K +$56.9K +448 +41%
HI
713
Harbour Investments
Wisconsin
$194K +$7.25K +57 +4%
AIM
714
Anchor Investment Management
South Carolina
$181K -$13.7K -108 -7%
AWM
715
Avior Wealth Management
Nebraska
$178K -$2.03K -16 -1%
TC
716
Tacita Capital
Ontario, Canada
$172K – – –
HBW
717
Hazlett, Burt & Watson
West Virginia
$171K – – –
CH
718
Cromwell Holdings
Wyoming
$163K +$13K +102 +9%
IA
719
IFP Advisors
Florida
$157K +$47K +370 +43%
AF
720
Allworth Financial
California
$156K -$12.1K -103 -7%
LWCFA
721
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$152K -$88.6K -705 -37%
WB
722
Webster Bank
Connecticut
$145K -$6.36K -50 -4%
HIA
723
Harbor Investment Advisory
Maryland
$144K – – –
LB
724
Legacy Bridge
Iowa
$143K -$19.1K -150 -12%
PFBT
725
Parkside Financial Bank & Trust
Missouri
$141K -$41.1K -323 -23%
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