DEO icon

Diageo
DEO

Overview Fund Activity

947 hedge funds and large institutions have $7.4B invested in Diageo in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 343 increasing their positions, 371 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
947
Holders Change
-65
Holders Change %
-6.42%
% of All Funds
13.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
343
Reduced
371
Closed
127
Calls
$82.5M
Puts
$62M
Net Calls
+$20.5M
Net Calls Change
+$8.53M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$104M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$65.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$376M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$112M
5
OAG
5
Orbis Allan Gray
Bermuda
$234M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$2.3M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$214M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.3M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$58.2M
5
HMP
5
HS Management Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
976
Wunderlich Capital Managemnt
Tennessee
– -$565K -3,797 Closed
CAM
977
Cypress Asset Management
Texas
– -$593K -3,685 Closed
LJAC
978
L.J. Altfest & Co
New York
– -$486K -3,266 Closed
ACM
979
Ategra Capital Management
Virginia
– -$461K -3,099 Closed
MGWM
980
Marks Group Wealth Management
Minnesota
– -$452K -3,041 Closed
LNC
981
Lincoln National Corp
Pennsylvania
– -$449K -3,017 Closed
SWM
982
SeaCrest Wealth Management
New York
– -$415K -2,790 Closed
CBFP
983
Cedar Brook Financial Partners
Ohio
– -$391K -2,631 Closed
NG
984
Norden Group
Utah
– -$384K -2,581 Closed
Luther King Capital Management (LKCM)
985
Luther King Capital Management (LKCM)
Texas
– -$362K -2,435 Closed
TPW
986
Transatlantique Private Wealth
New York
– -$362K -2,433 Closed
AC
987
AXQ Capital
New Jersey
– -$357K -2,400 Closed
BMCM
988
Bryn Mawr Capital Management
Pennsylvania
– -$432K -2,337 Closed
SFFS
989
Stonehage Fleming Financial Services
Jersey
– -$391K -2,300 Closed
CP
990
Covenant Partners
Tennessee
– -$339K -2,277 Closed
AllianceBernstein
991
AllianceBernstein
Tennessee
– -$334K -2,243 Closed
LFA
992
Legacy Financial Advisors
Kentucky
– -$331K -2,223 Closed
RIA
993
Realta Investment Advisors
Delaware
– -$327K -2,202 Closed
BC
994
Bridgefront Capital
Texas
– -$316K -2,126 Closed
FA
995
FDx Advisors
Illinois
– -$312K -2,096 Closed
FFM
996
Forum Financial Management
Illinois
– -$308K -2,072 Closed
Empower Advisory Group
997
Empower Advisory Group
Colorado
– -$303K -2,035 Closed
GWANC
998
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$299K -2,009 Closed
AWA
999
Arkadios Wealth Advisors
Georgia
– -$297K -1,998 Closed
HIC
1000
Hartline Investment Corp
Illinois
– -$293K -1,968 Closed
38 39
40
41 42