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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 %
RC
326
Roundview Capital
New Jersey
$1.58M +$53.1K +306 +3%
TC
327
Telemus Capital
Michigan
$1.57M -$43.5K -251 -3%
MWM
328
Modera Wealth Management
New Jersey
$1.57M -$768K -4,429 -33%
DA
329
Dillon & Associates
Michigan
$1.56M -$67.5K -390 -4%
ATPW
330
Ashton Thomas Private Wealth
Arizona
$1.56M +$180K +1,037 +13%
VFA
331
Valeo Financial Advisors
Indiana
$1.55M +$20.4K +459 +1%
GAM
332
Griffin Asset Management
New York
$1.52M -$17.9K -103 -1%
FC
333
FORA Capital
Florida
$1.52M +$1.52M +8,752 New
CGH
334
Crossmark Global Holdings
Texas
$1.51M -$189K -1,067 -11%
PA
335
PFG Advisors
Arizona
$1.5M -$31.6K -182 -2%
AW
336
Alaethes Wealth
Nevada
$1.5M +$40.8K +235 +3%
CTFG
337
Capstone Triton Financial Group
Oklahoma
$1.5M +$7.11K +41 +0.5%
Two Sigma Investments
338
Two Sigma Investments
New York
$1.46M -$8.5K -49 -0.6%
WCM
339
Wunderlich Capital Managemnt
Tennessee
$1.45M +$18.9K +109 +1%
WANY
340
Wealthspire Advisors (New York)
New York
$1.44M +$21.3K +123 +2%
GC
341
Guggenheim Capital
Illinois
$1.44M -$202K -1,162 -12%
MC
342
Maverick Capital
Texas
$1.44M +$1.44M +8,286 New
SIG
343
Stonegate Investment Group
Alabama
$1.43M +$2.26K +13 +0.2%
State Street
344
State Street
Massachusetts
$1.43M – – –
NW
345
Naviter Wealth
Arkansas
$1.43M +$164K +943 +13%
WA
346
Wambolt & Associates
Colorado
$1.41M +$30.4K +175 +2%
EPAM
347
Euro Pacific Asset Management
Puerto Rico
$1.39M -$23.2K -135 -2%
PGFC
348
Peapack-Gladstone Financial Corp
New Jersey
$1.38M -$23.4K -135 -2%
CA
349
CoreCap Advisors
Michigan
$1.37M +$1.37M +7,903 New
LWCFA
350
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.37M -$52K -300 -4%
12 13
14
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