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Diageo
DEO

Overview Fund Activity

1,012 hedge funds and large institutions have $8.8B invested in Diageo in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 365 increasing their positions, 367 reducing their positions, and 88 closing their positions.

Holders
1,012
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
14.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
105
Increased
365
Reduced
367
Closed
88
Calls
$97.4M
Puts
$85.4M
Net Calls
+$12M
Net Calls Change
-$38.6M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$229M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$720M
3
BlackRock
3
BlackRock
New York
$197M
4
Bank of America
4
Bank of America
North Carolina
$758M
5
MIS
5
Morningstar Investment Services
Illinois
$74.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$387M
2
UBS Group
2
UBS Group
Switzerland
$135M
3
DC
3
Davenport & Co
Virginia
$10.2M
4
HMP
4
HS Management Partners
New York
$50M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
76
HSBC Holdings
United Kingdom
$15M 101,142 +82,636 +447%
SSWM
77
Smith Salley Wealth Management
North Carolina
$14.6M 97,930 -27,403 -22%
US Bancorp
78
US Bancorp
Minnesota
$14.6M 97,892 +16,977 +21%
RC
79
RBO & Co
California
$13.8M 92,998 +2,199 +2%
EWA
80
Exencial Wealth Advisors
Oklahoma
$13.7M 92,345 +1,525 +2%
MCM
81
MAI Capital Management
Ohio
$13.4M 90,230 -335 -0.4%
MIM
82
Manitou Investment Management
Ontario, Canada
$13.3M 89,722 -302 -0.3%
LCS
83
Levin Capital Strategies
New York
$13M 87,353 – –
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$12.3M 82,914 -3,613 -4%
CCA
85
Cobblestone Capital Advisors
New York
$12.2M 82,120 +2,791 +4%
BCI
86
Brinker Capital Investments
Pennsylvania
$11.8M 79,492 +2,476 +3%
OPS
87
Orion Portfolio Solutions
Nebraska
$11.8M 79,492 +2,476 +3%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$11.6M 77,900 -984 -1%
RWP
89
RWA Wealth Partners
Massachusetts
$11.6M 77,830 -1,651 -2%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$11.4M 76,856 +7,775 +11%
American Century Companies
91
American Century Companies
Missouri
$11.4M 76,725 +5,385 +8%
CRC
92
Curi RMB Capital
Illinois
$11.4M 76,388 +2,433 +3%
FBB
93
Fulton Breakefield Broenniman
Maryland
$11M 74,042 -891 -1%
T. Rowe Price Associates
94
T. Rowe Price Associates
Maryland
$11M 73,870 +1,454 +2%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$10.5M 70,486 -101,010 -59%
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$10.5M 70,630 +58,048 +461%
DC
97
Davenport & Co
Virginia
$10.2M 68,595 -478,368 -87%
JA
98
JLB & Associates
Michigan
$10.1M 68,236 +2,374 +4%
Pathstone Holdings
99
Pathstone Holdings
New Jersey
$9.88M 66,387 +6,927 +12%
GAM
100
Groupama Asset Management
France
$9.53M 257,905 +257,905 New
2 3
4
5 6