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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 %
GTAM
901
Global Trust Asset Management
Florida
$5.15K – – –
OP
902
ORG Partners
Indiana
$5.09K – – –
GGI
903
Godsey & Gibb Inc
Virginia
$4.96K -$12.8K -101 -72%
KA
904
Kozak & Associates
Colorado
$4.73K +$4.73K +39 New
HWA
905
HHM Wealth Advisors
Tennessee
$4.73K – – –
RWM
906
Ruedi Wealth Management
Illinois
$4.7K – – –
NC
907
NewSquare Capital
Pennsylvania
$4.7K +$4.7K +37 New
MCM
908
Manchester Capital Management
Vermont
$4.58K – – –
FA
909
Fedenia Advisers
Wisconsin
$4.58K +$4.58K +36 New
SWM
910
Sugarloaf Wealth Management
Georgia
$4.45K – – –
CWA
911
Carolina Wealth Advisors
South Carolina
$4.45K – – –
ACM
912
Anfield Capital Management
California
$4.32K – – –
CWM
913
Centricity Wealth Management
Ohio
$4.32K +$4.32K +34 New
TFGT
914
TS Financial Group (TSFG)
Illinois
$4K – – –
AF
915
Advisornet Financial
Minnesota
$3.81K -$48.6K -382 -93%
KFI
916
Key Financial Inc
Pennsylvania
$3.81K – – –
IWP
917
IAG Wealth Partners
Wisconsin
$3.81K – – –
SC
918
Stephens Consulting
Michigan
$3.69K – – –
CPL
919
Capital & Planning LLC
Georgia
$3.69K +$3.69K +29 New
MA
920
MCF Advisors
Kentucky
$3.18K -$17.8K -140 -85%
SGC
921
Slocum, Gordon & Co
Rhode Island
$3.18K – – –
T
922
Tidemark
California
$3.18K – – –
AF
923
Atala Financial
California
$3.18K +$3.18K +25 New
RS
924
Rakuten Securities
Japan
$2.92K -$1.91K -15 -39%
TSMHT
925
Thurston Springer Miller Herd & Titak
Indiana
$2.92K -$635 -5 -18%
35 36
37
38 39