DEO icon

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 %
SRL
976
Scientech Research LLC
New Jersey
– -$925K -6,592 Closed
EFMC
977
Empire Financial Management Company
New York
– -$874K -6,230 Closed
FTDI
978
First Trust Direct Indexing
Massachusetts
– -$828K -5,902 Closed
BCM
979
Bayesian Capital Management
New York
– -$805K -5,736 Closed
ACGA
980
Atlanta Consulting Group Advisors
Georgia
– -$648K -4,614 Closed
PGWM
981
Pitti Group Wealth Management
New York
– -$585K -4,013 Closed
WA1
982
Wimmer Associates 1
California
– -$513K -3,655 Closed
LMKC
983
L.M. Kohn & Company
Ohio
– -$448K -3,191 Closed
HSA
984
HBK Sorce Advisory
Pennsylvania
– -$444K -3,166 Closed
SC
985
Syon Capital
California
– -$404K -2,879 Closed
SWA
986
Stratos Wealth Advisors
Ohio
– -$360K -2,565 Closed
MW
987
Marcum Wealth
Ohio
– -$349K -2,488 Closed
ACA
988
American Capital Advisory
Idaho
– -$343K -2,447 Closed
AWA
989
Arkadios Wealth Advisors
Georgia
– -$338K -2,407 Closed
Vontobel Holding
990
Vontobel Holding
Switzerland
– -$333K -2,375 Closed
PP
991
PDS Planning
Ohio
– -$326K -2,321 Closed
ECG
992
Edge Capital Group
Georgia
– -$309K -2,203 Closed
MGIA
993
Moneta Group Investment Advisors
Missouri
– -$307K -2,187 Closed
TSS
994
Two Sigma Securities
New York
– -$301K -2,144 Closed
DWM
995
Dorchester Wealth Management
Quebec, Canada
– -$300K -2,140 Closed
SEIA
996
Signature Estate & Investment Advisors
California
– -$290K -2,067 Closed
NME
997
Notis-McConarty Edward
– -$281K -2,000 Closed
AIM
998
Allen Investment Management
New York
– -$278K -1,983 Closed
AFM
999
Abbot Financial Management
Massachusetts
– -$270K -1,925 Closed
KWA
1000
Kingswood Wealth Advisors
California
– -$268K -1,914 Closed
38 39
40
41 42