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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
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 %
IIM
1001
Ipswich Investment Management
Massachusetts
– -$264K -1,882 Closed
WFI
1002
West Family Investments
California
– -$263K -1,871 Closed
SIA
1003
Schechter Investment Advisors
Michigan
– -$260K -1,855 Closed
KAS
1004
KPP Advisory Services
Kentucky
– -$251K -1,791 Closed
JWCA
1005
J.W. Cole Advisors
Florida
– -$246K -1,753 Closed
ICP
1006
Interchange Capital Partners
Pennsylvania
– -$244K -1,736 Closed
KIA
1007
KCM Investment Advisors
California
– -$242K -1,722 Closed
RA
1008
Ruggaard & Associates
Ohio
– -$241K -1,715 Closed
HL
1009
HeadInvest LLC
Maine
– -$239K -1,700 Closed
WH
1010
Willner & Heller
California
– -$238K -1,699 Closed
AL
1011
Aspiriant LLC
California
– -$235K -1,676 Closed
JSW
1012
Journey Strategic Wealth
New Jersey
– -$233K -1,661 Closed
FCCM
1013
First City Capital Management
Georgia
– -$231K -1,649 Closed
PNC
1014
Park National Corp
Ohio
– -$226K -1,610 Closed
FA
1015
FDx Advisors
Illinois
– -$226K -1,607 Closed
BDWCC
1016
B&D White Capital Company
Texas
– -$225K -1,600 Closed
WIM
1017
WealthPlan Investment Management
Nebraska
– -$223K -1,588 Closed
SCM
1018
SOL Capital Management
Maryland
– -$222K -1,580 Closed
PCMC
1019
Paragon Capital Management (Colorado)
Colorado
– -$219K -1,560 Closed
NDSI
1020
Newman Dignan & Sheerar Inc
Rhode Island
– -$207K -1,551 Closed
WB
1021
WesBanco Bank
West Virginia
– -$216K -1,540 Closed
BCA
1022
Bay Colony Advisors
Massachusetts
– -$215K -1,534 Closed
EARNEST Partners
1023
EARNEST Partners
Georgia
– -$215K -1,529 Closed
ADMI
1024
Albert D. Mason Inc
Massachusetts
– -$214K -1,526 Closed
NPT
1025
Nixon Peabody Trust
Massachusetts
– -$214K -1,525 Closed
39 40
41
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