Diageo
965 hedge funds and large institutions have $8.32B invested in Diageo in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 338 increasing their positions, 345 reducing their positions, and 92 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
26% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 92
13% more capital invested
Capital invested by funds: $7.4B → $8.32B (+$925M)
1% more funds holding
Funds holding: 951 → 965 (+14)
0.05% more ownership
Funds ownership: 2.64% → 2.69% (+0.05%)
2% less repeat investments, than reductions
Existing positions increased: 338 | Existing positions reduced: 345
10% less call options, than puts
Call options by funds: $64.9M | Put options by funds: $72M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$101M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$94.6M |
| 3 |
Aristotle Capital Management
Los Angeles,
California
|
+$74.2M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
+$63.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$56.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$112M |
| 2 |
Morgan Stanley
New York
|
-$98.7M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$89.7M |
| 4 |
ClearBridge Investments
New York
|
-$83.1M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$59.7M |
DEO Hedge Fund Activity: Q3 2024 in Review
965 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q3 2024, worth a combined $8.32B — up 13% from $7.4B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new DEO positions and 92 closed out — a net gain of 24 holders — while 338 added to existing stakes and 345 trimmed.
The largest buyer was Bank of America, adding an estimated $101M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $112M.
- 965 institutional investors held Diageo (DEO) as of Q3 2024, up from 951 in Q2 2024.
- Funds reported $8.32B of Diageo stock for Q3 2024, up 13% quarter-over-quarter.
- 116 funds opened new Diageo positions in Q3 2024 and 92 closed out, a net change of +24 holders.
- The largest Diageo buyer in Q3 2024 was Bank of America, an estimated $101M added.
- The largest Diageo seller in Q3 2024 was Brown Brothers Harriman & Co, an estimated $112M sold.
Based on aggregated 13F filings for Q3 2024.