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Diageo
DEO

Overview Fund Activity

958 hedge funds and large institutions have $8.33B invested in Diageo in 2024 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 335 increasing their positions, 345 reducing their positions, and 92 closing their positions.

Holders
958
Holders Change
+11
Holders Change %
+1.16%
% of All Funds
13.86%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
114
Increased
335
Reduced
345
Closed
92
Calls
$64.9M
Puts
$72M
Net Calls
-$7.1M
Net Calls Change
-$27.6M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$776M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$108M
3
Aristotle Capital Management
3
Aristotle Capital Management
California
$80.1M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$133M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$736M

Top Sellers

1
BBHC
1
Brown Brothers Harriman & Co
New York
$25.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$312M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$15.4M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$148M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$8.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
1026
EntryPoint Capital
New York
– -$25K -198 Closed
TWP
1027
Triad Wealth Partners
Kansas
– -$24.8K -197 Closed
MSWM
1028
Mowery & Schoenfeld Wealth Management
Illinois
– -$21.8K -173 Closed
SA
1029
Scarborough Advisors
Maryland
– -$21.8K -173 Closed
EC
1030
EdgeRock Capital
Colorado
– -$12.5K -99 Closed
Macquarie Group
1031
Macquarie Group
Australia
– -$8K -60 Closed
RWMG
1032
Redwood Wealth Management Group
New Jersey
– -$7.57K -60 Closed
Twin Tree Management
1033
Twin Tree Management
Texas
– -$6.43K -51 Closed
RFA
1034
Register Financial Advisors
Georgia
– -$6.3K -50 Closed
TSWM
1035
Tyler-Stone Wealth Management
Ohio
– -$6.3K -50 Closed
W
1036
WealthCollab
Washington
– -$5.93K -47 Closed
WIA
1037
Wetzel Investment Advisors
Indiana
– -$6.4K -43 Closed
VAG
1038
VisionPoint Advisory Group
Texas
– -$5.3K -42 Closed
CP
1039
Castleview Partners
Texas
– -$4.41K -35 Closed
TFF
1040
The Family Firm
Maryland
– -$3.67K -29 Closed
GLR
1041
Great Lakes Retirement
Ohio
– -$3.53K -28 Closed
DMIC
1042
Dixon Mitchell Investment Counsel
British Columbia, Canada
– -$3.53K -28 Closed
RFG
1043
RFP Financial Group
Georgia
– -$2.65K -21 Closed
TJHA
1044
Thomas J. Herzfeld Advisors
Florida
– -$1.89K -15 Closed
LIA
1045
Lynx Investment Advisory
District of Columbia
– -$1.89K -15 Closed
MSG
1046
Main Street Group
Virginia
– -$1.89K -15 Closed
DP
1047
Denver PWM
Colorado
– -$1.26K -10 Closed
BFA
1048
Brown Financial Advisors
Ohio
– -$1.14K -9 Closed
AW
1049
Avion Wealth
Texas
– -$1K -8 Closed
CAM
1050
Creekmur Asset Management
Illinois
– -$252 -2 Closed
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