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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 %
GKIM
876
GW&K Investment Management
Massachusetts
$9K – – –
CMP
877
Coston McIsaac & Partners
Maine
$9K +$117 +1 +1%
PWA
878
Physician Wealth Advisors
Utah
$8.9K +$8.9K +70 New
KWAG
879
Kiely Wealth Advisory Group
North Carolina
$8.89K – – –
RWS
880
Retirement Wealth Solutions
Wisconsin
$8.88K +$8.88K +75 New
CWM
881
Crowley Wealth Management
Delaware
$8.26K +$8.26K +65 New
MG
882
Mather Group
Illinois
$8.07K -$3.15K -25 -28%
CAM
883
Close Asset Management
United Kingdom
$8K – – –
NBT
884
Northwest Bank & Trust
Iowa
$7.88K – – –
T
885
Transce3nd
Texas
$7.76K +$7.76K +61 New
GG
886
Gleason Group
Kentucky
$7.74K +$127 +1 +2%
MDA
887
Minot DeBlois Advisors
Massachusetts
$7.63K +$7.63K +60 New
1IA
888
1620 Investment Advisors
Massachusetts
$7.33K -$17.4K -138 -70%
OLVIG
889
Oliver Lagore Vanvalin Investment Group
Michigan
$6.74K – – –
OC
890
Oarsman Capital
Wisconsin
$6.36K – – –
AWM
891
Activest Wealth Management
Florida
$6.36K +$6.36K +50 New
GWSG
892
GPS Wealth Strategies Group
Colorado
$6.23K -$25.4K -200 -80%
GIM
893
Gold Investment Management
Alberta, Canada
$6.1K – – –
MWM
894
Mascoma Wealth Management
New Hampshire
$6.1K – – –
PK
895
Pflug Koory
Nebraska
$5.98K – – –
CPG
896
Cornerstone Planning Group
New Jersey
$5.53K +$628 +5 +13%
SC
897
Swan Capital
Florida
$5.47K – – –
KBFS
898
Kohmann Bosshard Financial Services
Ohio
$5.37K +$5.37K +42 New
WFA
899
West Financial Advisors
Iowa
$5.21K – – –
PMFA
900
Plante Moran Financial Advisors
Michigan
$5.21K – – –
34 35
36
37 38