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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 %
GWM
301
GSB Wealth Management
Connecticut
$1.98M +$17.5K +101 +0.9%
FBT
302
First Bankers Trust
Kentucky
$1.94M +$60.7K +350 +3%
AT
303
Arden Trust
Delaware
$1.91M -$283K -1,632 -13%
SI
304
Stephens Inc
Arkansas
$1.8M +$9.2K +53 +0.5%
TCM
305
Tandem Capital Management
New Jersey
$1.79M +$21.5K +124 +1%
GFS
306
GYL Financial Synergies
Connecticut
$1.78M +$71.1K +410 +4%
MOS
307
MGO One Seven
Ohio
$1.78M -$40.8K -235 -2%
SSA
308
Schonfeld Strategic Advisors
New York
$1.77M +$1.34M +7,700 +308%
NA
309
NewEdge Advisors
Louisiana
$1.75M -$320K -1,846 -16%
SC
310
SouthState Corp
Florida
$1.74M -$20.3K -117 -1%
MCM
311
Mitchell Capital Management
Kansas
$1.73M +$43K +248 +3%
Russell Investments Group
312
Russell Investments Group
United Kingdom
$1.71M +$21K +121 +1%
VPIM
313
Vanguard Personalized Indexing Management
California
$1.7M +$87.6K +505 +5%
CT
314
Colonial Trust
South Carolina
$1.7M +$76.5K +441 +5%
Squarepoint
315
Squarepoint
New York
$1.69M +$1.69M +9,764 New
RJT
316
Raymond James Trust
Florida
$1.68M -$165K -950 -9%
HI
317
Horizon Investments
North Carolina
$1.68M +$77.9K +449 +5%
BRWA
318
B. Riley Wealth Advisors
Florida
$1.66M -$73.4K -424 -4%
CNBTD
319
Citizens National Bank Trust Department
Mississippi
$1.66M -$15.6K -90 -0.9%
YCM
320
Yousif Capital Management
Michigan
$1.65M -$13.7K -79 -0.8%
Toronto Dominion Bank
321
Toronto Dominion Bank
Ontario, Canada
$1.65M +$16.5K +95 +1%
LF
322
Lantz Financial
Illinois
$1.59M +$22.4K +129 +1%
SF
323
Synovus Financial
Georgia
$1.59M -$92.5K -533 -5%
WF
324
Welch & Forbes
Massachusetts
$1.58M -$31.7K -183 -2%
SWS
325
SYSTM Wealth Solutions
Illinois
$1.58M +$214K +1,233 +16%
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