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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 %
LWM
1026
Liberty Wealth Management
California
– -$213K -1,521 Closed
SC
1027
Schulhoff & Co
Ohio
– -$212K -1,508 Closed
PCA
1028
Pallas Capital Advisors
Massachusetts
– -$200K -1,490 Closed
RSWM
1029
Robertson Stephens Wealth Management
California
– -$212K -1,487 Closed
HWA
1030
Heartwood Wealth Advisors
Virginia
– -$208K -1,481 Closed
TW
1031
TritonPoint Wealth
Maryland
– -$210K -1,465 Closed
MP
1032
McDonald Partners
Ohio
– -$205K -1,463 Closed
BOPW
1033
Brandywine Oak Private Wealth
Pennsylvania
– -$203K -1,450 Closed
HS
1034
Horan Securities
United States
– -$203K -1,447 Closed
DBRC
1035
D.B. Root & Company
Pennsylvania
– -$202K -1,441 Closed
GSB
1036
Greenfield Savings Bank
Massachusetts
– -$202K -1,440 Closed
CWA
1037
Centennial Wealth Advisory
Michigan
– -$202K -1,436 Closed
JAFL
1038
Jay A. Fishman Ltd
Michigan
– -$201K -1,435 Closed
AAS
1039
Ameritas Advisory Services
Nebraska
– -$201K -1,433 Closed
TCG
1040
Transcendent Capital Group
Oklahoma
– -$72K -513 Closed
KC
1041
Knuff & Co
California
– -$56.1K -400 Closed
MCA
1042
Maryland Capital Advisors
Maryland
– -$55.6K -396 Closed
GSEP
1043
Golden State Equity Partners
California
– -$51.8K -369 Closed
BWP
1044
Baldwin Wealth Partners
Massachusetts
– -$44.2K -315 Closed
PS
1045
Planned Solutions
California
– -$24.6K -175 Closed
ATS
1046
Ashton Thomas Securities
New York
– -$22K -157 Closed
CA
1047
Claris Advisors
Missouri
– -$21.1K -150 Closed
BIC
1048
Beach Investment Counsel
Pennsylvania
– -$21K -150 Closed
APC
1049
Aspire Private Capital
North Carolina
– -$17.4K -124 Closed
JIP
1050
Jaffetilchin Investment Partners
Florida
– -$14K -100 Closed
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