DEO icon

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 %
CTC
851
Cetera Trust Company
Minnesota
$12.7K – – –
PP
852
PFS Partners
New Jersey
$12.7K – – –
ATC
853
Advantage Trust Company
Kansas
$12.7K – – –
SJIM
854
St. Johns Investment Management
Florida
$12.7K – – –
PAM
855
Paradigm Asset Management
New York
$12.7K – – –
SIC
856
SJS Investment Consulting
Ohio
$12.7K – – –
CJ
857
Caitlin John
Michigan
$12.7K – – –
NWWA
858
New Wave Wealth Advisors
Arkansas
$12.7K +$12.7K +100 New
GWM
859
Guardian Wealth Management
Illinois
$12.6K -$15.2K -119 -55%
SC
860
Solstein Capital
California
$12.6K – – –
RWPA
861
Richard W. Paul & Associates
Michigan
$12.3K +$127 +1 +1%
NA
862
Nordwand Advisors
Pennsylvania
$12.1K – – –
CWM
863
Consultiva Wealth Management
Puerto Rico
$11.4K +$11.4K +90 New
MAS
864
MPWM Advisory Solutions
Georgia
$11.2K +$11.2K +88 New
Macquarie Group
865
Macquarie Group
Australia
$11K +$11K +87 New
FWA
866
Flagship Wealth Advisors
Massachusetts
$10.9K +$10.9K +86 New
PWMG
867
Prestige Wealth Management Group
New Jersey
$10.8K – – –
RI
868
Ridgewood Investments
New Jersey
$10.7K -$1.27K -10 -11%
FFA
869
Frazier Financial Advisors
Ohio
$10.6K – – –
JFGIW
870
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.4K +$6.12K +51 +142%
HWM
871
Hemington Wealth Management
Virginia
$10K -$118 -1 -1%
Ninety One (UK)
872
Ninety One (UK)
United Kingdom
$9.79K – – –
S
873
Sachetta
Massachusetts
$9.66K -$7.37K -58 -43%
AIC
874
Archer Investment Corporation
Indiana
$9.54K – – –
NSIM
875
North Star Investment Management
Illinois
$9.41K -$1.14K -9 -11%
33 34
35
36 37