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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 %
GCA
126
Guardian Capital Advisors
Ontario, Canada
$7.11M -$441K -3,153 -6%
PCM
127
Poehling Capital Management
Wisconsin
$7.07M +$2.44M +17,408 +53%
AC
128
Addenda Capital
Quebec, Canada
$7.02M +$3.86K +27 +0.1%
LSWM
129
Lorne Steinberg Wealth Management
Canada
$6.94M -$134K -955 -2%
Creative Planning
130
Creative Planning
Kansas
$6.73M +$699K +4,980 +12%
TBA
131
Tower Bridge Advisors
Pennsylvania
$6.67M -$636K -4,530 -9%
William Blair & Company
132
William Blair & Company
Illinois
$6.51M -$387K -2,761 -6%
SC
133
Saybrook Capital
North Carolina
$6.41M -$1.32M -9,437 -17%
First Eagle Investment Management
134
First Eagle Investment Management
New York
$6.39M +$2.55M +18,172 +66%
SBWIC
135
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.36M +$247K +1,761 +4%
MIF
136
Mediolanum International Funds
Ireland
$6.32M +$6.32M +178,105 New
Verition Fund Management
137
Verition Fund Management
Connecticut
$6.32M +$6.32M +45,055 New
AMBIA
138
Allen Mooney & Barnes Investment Advisors
Georgia
$6.28M -$117K -831 -2%
AAM
139
AR Asset Management
California
$6.22M -$95.4K -680 -2%
CAC
140
Core Alternative Capital
Georgia
$6.09M -$764K -5,443 -11%
BFM
141
Boston Financial Management
Massachusetts
$6.06M -$1.9M -13,561 -24%
SHA
142
Seneca House Advisors
Virginia
$5.92M -$10.1K -72 -0.2%
HPC
143
HM Payson & Co
Maine
$5.9M -$682K -4,862 -10%
RSVP
144
Ramsay Stattman Vela & Price
Colorado
$5.84M -$324K -2,309 -5%
TWC
145
TD Waterhouse Canada
Ontario, Canada
$5.8M +$159K +1,136 +3%
BCWM
146
Bartlett & Co Wealth Management
Ohio
$5.74M -$783K -5,477 -12%
WA
147
Waverly Advisors
Alabama
$5.67M +$590K +4,203 +12%
FPFS
148
First Personal Financial Services
North Carolina
$5.65M -$48.1K -343 -0.8%
PS
149
Principal Securities
Iowa
$5.64M +$325K +2,319 +6%
PHS
150
Pekin Hardy Strauss
Illinois
$5.63M +$913K +6,505 +19%
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