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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 %
RWPA
876
Richard W. Paul & Associates
Michigan
$13.5K +$13.5K +96 New
NA
877
Nordwand Advisors
Pennsylvania
$13.3K – – –
RI
878
Ridgewood Investments
New Jersey
$13.2K -$118K -840 -90%
PCMC
879
Planning Capital Management Corporation
Pennsylvania
$12.6K -$24.3K -174 -66%
MG
880
Mather Group
Illinois
$12.4K -$56.9K -409 -82%
PWMG
881
Prestige Wealth Management Group
New Jersey
$12.1K – – –
SHIM
882
Stone House Investment Management
Pennsylvania
$12.1K +$12.1K +86 New
RMC
883
Resources Management Corp
Connecticut
$12K -$42.4K -300 -78%
CJ
884
Caitlin John
Michigan
$11.9K -$26.9K -226 -69%
FFA
885
Frazier Financial Advisors
Ohio
$11.8K -$1.26K -9 -10%
BWL
886
Bogart Wealth LLC
Virginia
$11.8K – – –
NSIM
887
North Star Investment Management
Illinois
$11.6K +$1.26K +9 +12%
Ninety One (UK)
888
Ninety One (UK)
United Kingdom
$10.8K – – –
AIC
889
Archer Investment Corporation
Indiana
$10.5K -$10.5K -75 -50%
GKIM
890
GW&K Investment Management
Massachusetts
$10K – – –
HWM
891
Hemington Wealth Management
Virginia
$10K +$10K +86 New
KWAG
892
Kiely Wealth Advisory Group
North Carolina
$9.8K – – –
AFS
893
Annapolis Financial Services
Maryland
$9.59K +$282 +2 +3%
NBT
894
Northwest Bank & Trust
Iowa
$9.26K – – –
CAM
895
Close Asset Management
United Kingdom
$9K – – –
ITIM
896
Indiana Trust & Investment Management
Indiana
$8.56K – – –
GG
897
Gleason Group
Kentucky
$8.39K -$8.53K -61 -50%
OLVIG
898
Oliver Lagore Vanvalin Investment Group
Michigan
$7.44K – – –
OC
899
Oarsman Capital
Wisconsin
$7.02K +$7.02K +50 New
GIM
900
Gold Investment Management
Alberta, Canada
$6.74K – – –
34 35
36
37 38