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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
+$17.5M
4
HighTower Advisors
HighTower Advisors
Illinois
+$16M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$15.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$49.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$37.7M
3
BlackRock
BlackRock
New York
-$27.1M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$16M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
276
Moors & Cabot
Massachusetts
$2.35M +$6.59K +38 +0.3%
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$2.35M -$294K -1,697 -11%
WTC
278
WhitTier Trust Company
Nevada
$2.33M -$867 -5 -0%
LCM
279
Logan Capital Management
Pennsylvania
$2.33M -$73.6K -424 -3%
Cetera Investment Advisers
280
Cetera Investment Advisers
Illinois
$2.32M -$159K -919 -6%
CB
281
Commerce Bank
Missouri
$2.3M -$7.29K -42 -0.3%
BCM
282
Brookmont Capital Management
Texas
$2.29M -$7.29K -42 -0.3%
HA
283
Hamel Associates
New Jersey
$2.28M -$86.7K -500 -4%
WC
284
Westhampton Capital
North Carolina
$2.26M -$16.3K -94 -0.7%
RWA
285
Roberts Wealth Advisors
California
$2.26M -$74.8K -431 -3%
NIC
286
Northwest Investment Counselors
Oregon
$2.24M -$26.9K -155 -1%
ACM
287
Aquatic Capital Management
Illinois
$2.24M +$1.65M +9,500 +279%
BFO
288
Boston Family Office
Massachusetts
$2.23M -$15.8K -91 -0.7%
IIM
289
Ipswich Investment Management
Massachusetts
$2.23M +$16K +92 +0.7%
BPA
290
Beacon Pointe Advisors
California
$2.16M -$232K -1,338 -10%
MAM
291
Mystic Asset Management
Rhode Island
$2.15M -$21.7K -125 -1%
RB
292
Rodgers Brothers
Pennsylvania
$2.14M +$6.25K +36 +0.3%
FA
293
FDx Advisors
Illinois
$2.11M -$920K -5,305 -30%
PWMAG
294
Pinnacle Wealth Management Advisory Group
New Jersey
$2.11M -$37.6K -217 -2%
WCF
295
West Coast Financial
California
$2.09M -$43.9K -253 -2%
BTWM
296
Baker Tilly Wealth Management
Wisconsin
$2.08M +$111K +640 +6%
AAM
297
Auxier Asset Management
Oregon
$2.06M – – –
OIA
298
OneDigital Investment Advisors
Kansas
$2.06M +$201K +1,160 +11%
PVI
299
Pine Valley Investments
New Jersey
$2.06M +$2.06M +11,854 New
Jones Financial Companies
300
Jones Financial Companies
Missouri
$2.01M -$110K -634 -5%
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