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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.

New
Increased
Maintained
Reduced
Closed
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 %
MWM
151
Moran Wealth Management
Florida
$5.56M -$40.3K -287 -0.7%
PGA
152
Portland Global Advisors
Maine
$5.52M +$121K +859 +2%
SCTC
153
Sanibel Captiva Trust Company
Florida
$5.51M -$1.05M -7,483 -16%
WIA
154
World Investment Advisors
California
$5.51M +$5.51M +39,264 New
QCM
155
Quantinno Capital Management
New York
$5.5M +$4.44M +31,660 +421%
HFS
156
Hantz Financial Services
Michigan
$5.5M +$1.14M +8,131 +26%
FNBT
157
FineMark National Bank & Trust
Florida
$5.49M +$8.98K +64 +0.2%
GFS
158
GYL Financial Synergies
Connecticut
$5.47M +$147K +1,051 +3%
Cambridge Investment Research Advisors
159
Cambridge Investment Research Advisors
Iowa
$5.3M +$323K +2,302 +6%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$5.28M +$198K +1,409 +4%
KAS
161
Kestra Advisory Services
Texas
$5.25M -$511K -3,643 -9%
ZB
162
Zions Bancorporation
Utah
$5.17M +$5.14M +36,656 +17,373%
TC
163
TownSquare Capital
Utah
$5.16M +$270K +1,923 +6%
KCPG
164
Kavar Capital Partners Group
Kansas
$5.05M -$283K -2,015 -5%
PWLP
165
Prio Wealth Limited Partnership
Massachusetts
$4.99M -$1.17M -8,333 -19%
Envestnet Portfolio Solutions
166
Envestnet Portfolio Solutions
Illinois
$4.96M +$2.21M +15,733 +80%
CA
167
Callahan Advisors
Texas
$4.95M -$524K -3,736 -10%
RB
168
Rodgers Brothers
Pennsylvania
$4.91M +$3.19M +22,725 +186%
TWM
169
Tanager Wealth Management
United Kingdom
$4.85M -$2K -14 -0%
BZWA
170
Blue Zone Wealth Advisors
California
$4.83M +$243K +1,729 +5%
DI
171
DRH Investments
California
$4.77M +$290K +2,042 +6%
EI
172
Ethic Inc
New York
$4.75M -$292K -1,964 -6%
MNA
173
Manning & Napier Advisors
New York
$4.75M +$19.9K +142 +0.4%
Charles Schwab
174
Charles Schwab
California
$4.74M +$2.17M +15,487 +85%
TCCM
175
Timber Creek Capital Management
Massachusetts
$4.63M +$61.5K +438 +1%
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