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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 %
LB
751
Legacy Bridge
Iowa
$179K – – –
IFS
752
Intelligent Financial Strategies
Minnesota
$173K -$66.2K -460 -28%
MRCM
753
M&R Capital Management
New Jersey
$172K -$23.3K -166 -12%
CH
754
Cromwell Holdings
Wyoming
$169K +$169K +1,184 New
TAM
755
Tucker Asset Management
Colorado
$168K +$31.9K +227 +23%
WB
756
Webster Bank
Connecticut
$167K – – –
HIA
757
Harbor Investment Advisory
Maryland
$160K – – –
HBT
758
Hills Bank & Trust
Iowa
$159K – – –
CFGS
759
Concourse Financial Group Securities
Alabama
$157K +$2.71K +19 +2%
CFO
760
CVA Family Office
Colorado
$155K -$561 -4 -0.4%
CAL
761
Capital Analysts LLC
Pennsylvania
$154K +$148K +1,050 +2,333%
Credit Agricole
762
Credit Agricole
France
$140K – – –
KB
763
Kimelman & Baird
New York
$140K – – –
NS
764
NBC Securities
Alabama
$137K +$42.3K +303 +45%
JGIA
765
Jackson Grant Investment Advisers
Connecticut
$130K – – –
ECM
766
Elgethun Capital Management
South Dakota
$129K – – –
FCT
767
Family Capital Trust
Massachusetts
$126K – – –
PB
768
Pinnacle Bancorp
Nebraska
$125K +$29.8K +212 +31%
IA
769
IFP Advisors
Florida
$122K -$60.5K -431 -33%
GIA
770
GHP Investment Advisors
Colorado
$115K -$26.4K -188 -19%
SAM
771
Smartleaf Asset Management
Massachusetts
$112K +$57.2K +406 +105%
MHR
772
Matthew Hamilton Rosenberg
$108K -$16K -114 -13%
RIL
773
Rothschild Investment LLC
Illinois
$107K -$4.21K -30 -4%
IBOK
774
Independence Bank of Kentucky
Kentucky
$101K -$62.6K -446 -38%
WT
775
Washington Trust
Rhode Island
$99.5K +$13.9K +99 +16%
29 30
31
32 33