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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 %
BSA
351
Bull Street Advisors
Georgia
$1.36M – – –
HWM
352
HB Wealth Management
Georgia
$1.35M +$34K +196 +3%
DS
353
DRW Securities
Illinois
$1.34M – – –
FHA
354
First Horizon Advisors
Tennessee
$1.33M -$6.07K -35 -0.5%
TFS
355
Thoroughbred Financial Services
Tennessee
$1.32M +$1.04K +6 +0.1%
AAS
356
Avantax Advisory Services
Texas
$1.31M +$17K +98 +1%
DBRC
357
D.B. Root & Company
Pennsylvania
$1.31M +$38.7K +223 +3%
Janus Henderson Group
358
Janus Henderson Group
United Kingdom
$1.3M -$178K -1,027 -12%
ISL
359
Ingalls & Snyder LLC
New York
$1.3M -$18.2K -105 -1%
AWS
360
Atria Wealth Solutions
New York
$1.29M +$55.5K +320 +4%
EIM
361
Ervin Investment Management
Washington
$1.29M – – –
WAM
362
Weatherly Asset Management
California
$1.28M -$16.5K -95 -1%
AWP
363
Accretive Wealth Partners
New Jersey
$1.27M +$21.3K +123 +2%
KFP
364
KMG Fiduciary Partners
Ohio
$1.27M +$86.7K +500 +7%
APWM
365
Atlas Private Wealth Management
New York
$1.26M +$199K +1,146 +19%
TCA
366
Transcend Capital Advisors
New Jersey
$1.25M -$44.1K -254 -3%
CIP
367
Capital Insight Partners
Arizona
$1.25M +$67.1K +387 +6%
BCM
368
Brasada Capital Management
Texas
$1.23M +$1.23M +7,088 New
MCCA
369
Mill Creek Capital Advisors
Pennsylvania
$1.22M – – –
WFG
370
Wills Financial Group
Virginia
$1.21M +$493K +2,839 +69%
PCP
371
Proficio Capital Partners
Massachusetts
$1.21M +$1.39K +8 +0.1%
CSPIA
372
Cary Street Partners Investment Advisory
Virginia
$1.2M -$67K -386 -5%
PFO
373
Pathstone Family Office
New Jersey
$1.19M -$268K -1,540 -18%
Allspring Global Investments
374
Allspring Global Investments
North Carolina
$1.18M +$299K +1,725 +34%
GCM
375
Galibier Capital Management
Ontario, Canada
$1.16M – – –
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