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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 %
SIM
376
Sterling Investment Management
Arizona
$1.12M -$14.9K -86 -1%
BBI
377
Baxter Bros Inc
Connecticut
$1.12M +$121K +700 +12%
JIC
378
Joel Isaacson & Co
New York
$1.12M +$1.39K +8 +0.1%
SF
379
Summit Financial
New Jersey
$1.1M -$19.4K -112 -2%
VVP
380
Venture Visionary Partners
Ohio
$1.1M +$2.43K +14 +0.2%
HT
381
Headlands Technologies
Illinois
$1.09M +$1.09M +6,276 New
S
382
SignatureFD
Georgia
$1.08M +$39.4K +227 +4%
DWP
383
Daymark Wealth Partners
Ohio
$1.07M +$879K +5,067 +454%
UB
384
UMB Bank
Missouri
$1.07M +$53.8K +310 +5%
CNBT
385
Canandaigua National Bank & Trust
New York
$1.07M -$7.63K -44 -0.7%
CWM
386
Compass Wealth Management
Connecticut
$1.06M – – –
CHJWM
387
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.06M – – –
BWM
388
BCGM Wealth Management
Indiana
$1.05M +$71.8K +414 +7%
RPC
389
Rossmore Private Capital
Connecticut
$1.05M – – –
AWM
390
Aberdeen Wealth Management
Illinois
$1.04M -$26.5K -153 -2%
HFM
391
Hartford Financial Management
Connecticut
$1.04M – – –
LC
392
Lindbrook Capital
California
$1.04M -$68K -392 -6%
FFWA
393
FRG Family Wealth Advisors
Washington
$1.03M -$41.6K -240 -4%
SWM
394
Spire Wealth Management
Virginia
$1.03M +$528K +3,043 +106%
DADC
395
D.A. Davidson & Co
Montana
$1.02M +$150K +865 +17%
NME
396
Notis-McConarty Edward
$1.01M – – –
RPCONE
397
Retirement Planning Company of New England
Rhode Island
$1M -$13.9K -80 -1%
V
398
Veritable
Delaware
$1M -$28.5K -164 -3%
KFGK
399
Keystone Financial Group (Kentucky)
Kentucky
$999K +$999K +5,761 New
CFB
400
Cullen/Frost Bankers
Texas
$997K -$4.86K -28 -0.5%
14 15
16
17 18