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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 %
TFGT
926
TS Financial Group (TSFG)
Illinois
$4K – – –
TSMHT
927
Thurston Springer Miller Herd & Titak
Indiana
$3.93K – – –
T
928
Tidemark
California
$3.51K – – –
SGC
929
Slocum, Gordon & Co
Rhode Island
$3.51K – – –
NFA
930
Northwest Financial Advisors
Virginia
$3.37K +$3.37K +24 New
HWP
931
Highline Wealth Partners
California
$3.23K +$982 +7 +44%
RWM
932
Reston Wealth Management
Virginia
$3.12K +$3.12K +22 New
CCM
933
Copeland Capital Management
Pennsylvania
$3.09K +$3.09K +22 New
GEA
934
Glen Eagle Advisors
New Jersey
$2.95K – – –
CSC
935
Caldwell Sutter Capital
California
$2.95K – – –
MIA
936
MeadowBrook Investment Advisors
Michigan
$2.95K – – –
WIM
937
Westside Investment Management
California
$2.81K -$1.12K -8 -29%
EAM
938
Eukles Asset Management
Ohio
$2.81K – – –
FG
939
Fairman Group
Pennsylvania
$2.29K – – –
VWA
940
Valued Wealth Advisors
Utah
$2.15K -$6.15K -43 -74%
SIS
941
Sound Income Strategies
Florida
$2.11K +$140 +1 +7%
WAG
942
Wiser Advisor Group
Arizona
$1.99K -$142 -1 -7%
GFPC
943
Global Financial Private Client
Florida
$1.82K +$1.82K +13 New
CHA
944
Carmichael Hill & Associates
Maryland
$1.69K – – –
MFG
945
Mendota Financial Group
Wisconsin
$1.54K +$1.54K +11 New
NRG
946
Nemes Rush Group
Michigan
$1.49K – – –
AGWCA
947
Annis Gardner Whiting Capital Advisors
Florida
$1.43K – – –
TCM
948
TD Capital Management
Tennessee
$1.4K – – –
AWM
949
Abound Wealth Management
Tennessee
$1.12K -$421 -3 -27%
PIS
950
POM Investment Strategies
North Carolina
$1.12K – – –
36 37
38
39 40