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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 %
SWA
751
SOA Wealth Advisors
New York
$79.1K +$1.4K +11 +2%
TCA
752
Trifecta Capital Advisors
Illinois
$76.3K – – –
EBA
753
Eagle Bay Advisors
New York
$75.7K -$2.67K -21 -3%
SAM
754
S.A. Mason
Michigan
$73.1K – – –
BCM
755
Blume Capital Management
California
$72.5K – – –
GJIA
756
Glass Jacobson Investment Advisors
Maryland
$70.9K +$20.1K +158 +40%
SFG
757
Stonebridge Financial Group
Pennsylvania
$70.9K +$70.9K +558 New
LFG
758
Larson Financial Group
Missouri
$66.1K -$10.7K -84 -14%
PWA
759
Provenance Wealth Advisors
Florida
$64.8K – – –
TF
760
Tompkins Financial
New York
$63.6K -$3.05K -24 -5%
CT
761
Clearstead Trust
Maine
$63.6K – – –
AAP
762
Arax Advisory Partners
Colorado
$63K -$6.86K -54 -10%
AA
763
Addison Advisors
Vermont
$61.8K +$10.2K +80 +20%
GP
764
Greenline Partners
New York
$61.4K +$61.4K +483 New
MAM
765
Morse Asset Management
Connecticut
$60.4K -$25.4K -200 -30%
LJHT
766
Laurie J. Hall Trustee
$58K -$17.3K -137 -23%
NB
767
NBT Bank
New York
$57.2K -$6.1K -48 -10%
SIC
768
Salem Investment Counselors
North Carolina
$57K -$8.01K -63 -12%
UB
769
UMB Bank
Missouri
$56.2K -$122K -959 -68%
FCAS
770
First Command Advisory Services
Texas
$56.1K -$12K -94 -18%
HNW
771
High Note Wealth
Minnesota
$55.8K +$55.8K +439 New
MEG
772
Millstone Evans Group
Colorado
$55.3K +$55.3K +435 New
JWA
773
JFS Wealth Advisors
Pennsylvania
$52.5K -$6.36K -50 -11%
WA
774
Whipplewood Advisors
Colorado
$51K +$51K +401 New
LFASL
775
Lugano Financial Advisors SA (LFA)
Switzerland
$50.9K -$38.1K -300 -43%
29 30
31
32 33