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Diageo
DEO

Overview Fund Activity

996 hedge funds and large institutions have $9.64B invested in Diageo in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 373 increasing their positions, 348 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
996
Holders Change
-15
Holders Change %
-1.48%
% of All Funds
15.71%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.16%
New
64
Increased
373
Reduced
348
Closed
70
Calls
$133M
Puts
$114M
Net Calls
+$19.6M
Net Calls Change
+$8.96M

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$77.6M
2
AT
Avalon Trust
New Mexico
$20.8M
3
Lazard Asset Management
Lazard Asset Management
New York
$43.7M
4
HighTower Advisors
HighTower Advisors
Illinois
$27.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
$54.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$850M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$90.3M
3
BlackRock
BlackRock
New York
$76.2M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
251
Naples Global Advisors
Florida
$2.71M +$38.7K +223 +1%
PFS
252
Prospera Financial Services
Texas
$2.71M +$267K +1,538 +11%
LNWWM
253
Laird Norton Wetherby Wealth Management
California
$2.69M -$65.4K -377 -2%
CC
254
Courier Capital
New York
$2.69M -$34.7K -200 -1%
CP
255
Cumberland Partners
Ontario, Canada
$2.68M -$2.74M -15,776 -50%
SFO
256
Stokes Family Office
Louisiana
$2.67M +$101K +581 +4%
LDB
257
Lee, Danner & Bass
Tennessee
$2.65M +$507K +2,925 +24%
Millennium Management
258
Millennium Management
New York
$2.64M -$4.54M -26,143 -63%
TPCM
259
Templeton & Phillips Capital Management
Tennessee
$2.63M -$1.74K -10 -0.1%
MAM
260
Madison Asset Management
Wisconsin
$2.61M -$24.3K -140 -0.9%
HCMT
261
Highland Capital Management (Tennessee)
Tennessee
$2.57M -$95.4K -550 -4%
WIM
262
Weitz Investment Management
Nebraska
$2.55M – – –
MFFIA
263
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.53M +$173 +1 +0%
OC
264
Oppenheimer & Co
New York
$2.52M -$100K -579 -4%
RCM
265
Radnor Capital Management
Pennsylvania
$2.51M +$2.51M +14,455 New
CAN
266
Cetera Advisor Networks
California
$2.5M -$31.9K -184 -1%
CHAM
267
Clear Harbor Asset Management
Connecticut
$2.47M +$9.54K +55 +0.4%
SVWAG
268
Sound View Wealth Advisors Group
Georgia
$2.47M -$149K -860 -6%
PAG
269
Private Advisor Group
New Jersey
$2.46M -$111K -638 -4%
LKIM
270
Lawson Kroeker Investment Management
Nebraska
$2.46M -$6.94K -40 -0.3%
ASN
271
Advisory Services Network
Georgia
$2.44M -$324K -1,870 -12%
Dodge & Cox
272
Dodge & Cox
California
$2.41M -$7.11K -41 -0.3%
BG
273
Bahl & Gaynor
Ohio
$2.38M +$101K +585 +4%
AWM
274
Absher Wealth Management
North Carolina
$2.38M +$214K +1,235 +10%
SYBT
275
Stock Yards Bank & Trust
Kentucky
$2.37M -$11.8K -68 -0.5%
9 10
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