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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
1
Bank of America
North Carolina
$776M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$108M
3
Aristotle Capital Management
3
Aristotle Capital Management
California
$80.1M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$133M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$736M

Top Sellers

1
BBHC
1
Brown Brothers Harriman & Co
New York
$25.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$312M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$15.4M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$148M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$8.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
826
Guardian Wealth Management
Illinois
$30.6K – – –
FP
827
Financial Perspectives
Minnesota
$30.1K – – –
VWM
828
Venturi Wealth Management
Texas
$30K +$1.82K +13 +6%
CCA
829
Criterion Capital Advisors
Tennessee
$29.9K – – –
AAG
830
Armstrong Advisory Group
Massachusetts
$28.6K – – –
TIM
831
Thompson Investment Management
Wisconsin
$28.1K – – –
OSNBOA
832
Old Second National Bank of Aurora
Illinois
$28.1K – – –
MSFP
833
Mark Sheptoff Financial Planning
Connecticut
$28.1K – – –
FCA
834
FinTrust Capital Advisors
South Carolina
$28.1K +$3.09K +22 +12%
ABWM
835
Alpine Bank Wealth Management
Colorado
$28.1K +$28.1K +200 New
1IA
836
1620 Investment Advisors
Massachusetts
$27.5K – – –
FC
837
Fairscale Capital
New Hampshire
$25.7K – – –
BCMLT
838
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.7K – – –
BIG
839
Brooklyn Investment Group
New York
$24.8K +$24.8K +177 New
TCM
840
Tradewinds Capital Management
Washington
$24.6K – – –
PS
841
Planned Solutions
California
$24.6K +$24.6K +175 New
MA
842
MCF Advisors
Kentucky
$23.6K – – –
BIA
843
Bell Investment Advisors
California
$23K -$3.51K -25 -13%
BAM
844
Bellevue Asset Management
Washington
$22.4K – – –
ATS
845
Ashton Thomas Securities
New York
$22K +$22K +157 New
CA
846
Claris Advisors
Missouri
$21.1K +$21.1K +150 New
BIC
847
Beach Investment Counsel
Pennsylvania
$21K -$88.6K -633 -81%
FPB
848
First PREMIER Bank
South Dakota
$21K – – –
Barclays
849
Barclays
United Kingdom
$21K +$21K +147 New
BLC
850
Brown, Lisle/Cummings
Rhode Island
$20.9K – – –
32 33
34
35 36