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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
Canoe Financial
Alberta, Canada
$258M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$179M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$739M
4
Northern Trust
Northern Trust
Illinois
$82.6M
5
Optiver Holding
Optiver Holding
Netherlands
$20.3M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
$0
2
Bank of America
Bank of America
North Carolina
$574M
3
MIS
Morningstar Investment Services
Illinois
$7.94M
4
BlackRock
BlackRock
New York
$110M
5
Morgan Stanley
Morgan Stanley
New York
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
926
Copeland Capital Management
Pennsylvania
$2.8K – – –
GEA
927
Glen Eagle Advisors
New Jersey
$2.72K – – –
CSC
928
Caldwell Sutter Capital
California
$2.67K – – –
MIA
929
MeadowBrook Investment Advisors
Michigan
$2.67K – – –
EAM
930
Eukles Asset Management
Ohio
$2.54K – – –
AT
931
Avalon Trust
New Mexico
$2.16K +$2.16K +17 New
HWP
932
Highline Wealth Partners
California
$2.03K -$890 -7 -30%
FG
933
Fairman Group
Pennsylvania
$2.03K – – –
CWM
934
Copia Wealth Management
Oregon
$2.03K +$2.03K +16 New
PS
935
Pinney & Scofield
Massachusetts
$2.03K +$2.03K +16 New
MCA
936
Midwest Capital Advisors
Michigan
$2K +$2K +16 New
VWA
937
Valued Wealth Advisors
Utah
$1.91K – – –
IWM
938
IMG Wealth Management
Florida
$1.91K +$1.91K +15 New
WAG
939
Wiser Advisor Group
Arizona
$1.82K – – –
GFPC
940
Global Financial Private Client
Florida
$1.65K – – –
BFPW
941
BOK Financial Private Wealth
Colorado
$1.65K +$1.65K +13 New
PPA
942
Painted Porch Advisors
California
$1.53K +$1.53K +12 New
DF
943
Dunhill Financial
United Kingdom
$1.4K +$1.4K +11 New
TFA
944
Toth Financial Advisory
Virginia
$1.27K +$1.27K +10 New
NRG
945
Nemes Rush Group
Michigan
$1.27K – – –
TCM
946
TD Capital Management
Tennessee
$1.27K – – –
CWC
947
Carolinas Wealth Consulting
North Carolina
$1.18K -$3.42K -29 -74%
AWM
948
Abound Wealth Management
Tennessee
$1.02K – – –
PIS
949
POM Investment Strategies
North Carolina
$1.02K – – –
RMC
950
Resources Management Corp
Connecticut
$1K -$7.5K -75 -88%
36 37
38
39 40