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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 %
GIM
901
Gold Investment Management
Alberta, Canada
$6.74K – – –
FDCP
902
Foster Dykema Cabot & Partners
Massachusetts
$6.74K +$6.74K +48 New
PK
903
Pflug Koory
Nebraska
$6.6K +$6.6K +47 New
SC
904
Swan Capital
Florida
$6.04K – – –
FAM
905
Flaharty Asset Management
Florida
$5.93K +$5.93K +42 New
PMFA
906
Plante Moran Financial Advisors
Michigan
$5.75K – – –
WFA
907
West Financial Advisors
Iowa
$5.75K – – –
GTAM
908
Global Trust Asset Management
Florida
$5.68K -$14K -101 -71%
OP
909
ORG Partners
Indiana
$5.61K +$5.61K +40 New
CWC
910
Carolinas Wealth Consulting
North Carolina
$5.5K -$18.6K -132 -77%
RS
911
Rakuten Securities
Japan
$5.33K -$12.2K -87 -70%
RWM
912
Ruedi Wealth Management
Illinois
$5.19K – – –
HWA
913
HHM Wealth Advisors
Tennessee
$5.13K +$5.13K +37 New
CPG
914
Cornerstone Planning Group
New Jersey
$5.08K +$1.43K +11 +39%
MCM
915
Manchester Capital Management
Vermont
$5.05K – – –
JFGIW
916
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.05K +$2.53K +18 +100%
SWM
917
Sugarloaf Wealth Management
Georgia
$4.91K – – –
CWA
918
Carolina Wealth Advisors
South Carolina
$4.91K +$4.91K +35 New
ACM
919
Anfield Capital Management
California
$4.77K – – –
EWM
920
Evermay Wealth Management
Virginia
$4.49K – – –
KFI
921
Key Financial Inc
Pennsylvania
$4.21K – – –
IWP
922
IAG Wealth Partners
Wisconsin
$4.21K – – –
GJWM
923
Gilliland Jeter Wealth Management
Arkansas
$4.21K +$4.21K +30 New
FWM
924
FSA Wealth Management
Massachusetts
$4.21K +$4.21K +30 New
SC
925
Stephens Consulting
Michigan
$4.07K -$7.72K -55 -65%
35 36
37
38 39