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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
1
Canoe Financial
Alberta, Canada
$258M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$179M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$739M
4
Northern Trust
4
Northern Trust
Illinois
$82.6M
5
Optiver Holding
5
Optiver Holding
Netherlands
$20.3M

Top Sellers

1
OAG
1
Orbis Allan Gray
Bermuda
$0
2
Bank of America
2
Bank of America
North Carolina
$574M
3
MIS
3
Morningstar Investment Services
Illinois
$7.94M
4
BlackRock
4
BlackRock
New York
$110M
5
Morgan Stanley
5
Morgan Stanley
New York
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
DRP
826
Decker Retirement Planning
Utah
$19.1K +$19.1K +150 New
FPB
827
First PREMIER Bank
South Dakota
$19K – – –
BLC
828
Brown, Lisle/Cummings
Rhode Island
$18.9K – – –
BAM
829
Bellevue Asset Management
Washington
$18K -$2.3K -18 -11%
BWAM
830
Boyd Watterson Asset Management
Ohio
$17.9K – – –
SAM
831
Synergy Asset Management
Washington
$17.5K +$17.5K +125 New
PGAM
832
Princeton Global Asset Management
New Jersey
$17.4K +$127 +1 +0.7%
FMP
833
Financial Management Professionals
Texas
$17.2K +$254 +2 +2%
HNB
834
Hilltop National Bank
Wyoming
$16.8K -$1.4K -11 -8%
FWM
835
FSA Wealth Management
Massachusetts
$16.5K +$12.7K +100 +333%
TLCM
836
Twin Lakes Capital Management
California
$15.9K +$255 +2 +2%
HC
837
Hurley Capital
New York
$15.8K +$15.8K +130 New
CSPIA
838
Cary Street Partners Investment Advisory
Virginia
$15.8K -$983K -7,730 -98%
LWANC
839
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.3K – – –
CSWM
840
Cassady Schiller Wealth Management
Ohio
$15.1K – – –
ATC
841
Adirondack Trust Company
New York
$14.9K – – –
BWL
842
Bogart Wealth LLC
Virginia
$14.5K +$3.82K +30 +36%
PCFFS
843
Pacific Center for Financial Services
California
$14.4K – – –
WAS
844
Winch Advisory Services
Wisconsin
$14.4K +$14.4K +113 New
HWM
845
HighMark Wealth Management
Minnesota
$14.2K – – –
ITIM
846
Indiana Trust & Investment Management
Indiana
$14.1K +$6.36K +50 +82%
CHC
847
City Holding Co
West Virginia
$14.1K – – –
SVCP
848
Silicon Valley Capital Partners
California
$14K +$254 +2 +2%
AA
849
AlphaMark Advisors
Kentucky
$13K – – –
RF
850
Roxbury Financial
New Jersey
$13K +$13K +108 New
32 33
34
35 36