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968 hedge funds and large institutions have $7.68B invested in Diageo in 2024 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 286 increasing their positions, 399 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $54.8M

28% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 101

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0% more funds holding

Funds holding: 964968 (+4)

0.21% more ownership

Funds ownership: 2.7%2.91% (+0.21%)

8% less capital invested

Capital invested by funds: $8.33B → $7.68B (-$653M)

28% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 399

Holders
968
Holders Change
+4
Holders Change %
+0.41%
% of All Funds
12.75%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
129
Increased
286
Reduced
399
Closed
101
Calls
$71.6M
Puts
$54.8M
Net Calls
+$16.8M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KC
1051
Knuff & Co
California
-$56.1K -400 Closed
MCA
1052
Maryland Capital Advisors
Maryland
-$55.6K -396 Closed
GSEP
1053
Golden State Equity Partners
California
-$51.8K -369 Closed
BWP
1054
Baldwin Wealth Partners
Massachusetts
-$44.2K -315 Closed
PS
1055
Planned Solutions
California
-$24.6K -175 Closed
ATS
1056
Ashton Thomas Securities
New York
-$22K -157 Closed
BIC
1057
Beach Investment Counsel
Pennsylvania
-$21K -150 Closed
CA
1058
Claris Advisors
Missouri
-$21.1K -150 Closed
APC
1059
Aspire Private Capital
North Carolina
-$17.4K -124 Closed
JIP
1060
Jaffetilchin Investment Partners
Florida
-$14K -100 Closed
SHIM
1061
Stone House Investment Management
Pennsylvania
-$12.1K -86 Closed
FDCP
1062
Foster Dykema Cabot & Partners
Massachusetts
-$6.74K -48 Closed
FAM
1063
Flaharty Asset Management
Florida
-$5.93K -42 Closed
EWM
1064
Evermay Wealth Management
Virginia
-$4.49K -32 Closed
GJWM
1065
Gilliland Jeter Wealth Management
Arkansas
-$4.21K -30 Closed
NFA
1066
Northwest Financial Advisors
Virginia
-$3.37K -24 Closed
RWM
1067
Reston Wealth Management
Virginia
-$3.12K -22 Closed
WIM
1068
Westside Investment Management
California
-$2.81K -20 Closed
AGWCA
1069
Annis Gardner Whiting Capital Advisors
Florida
-$1.43K -10 Closed
WBC
1070
West Branch Capital
Massachusetts
-$89 -1 Closed