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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 %
TPWM
401
Twelve Points Wealth Management
Massachusetts
$989K -$61.6K -355 -6%
TF
402
TIAA FSB
Florida
$987K -$5.03K -29 -0.5%
SBH
403
Segall Bryant & Hamill
Illinois
$984K +$29.3K +169 +3%
EFMC
404
Empire Financial Management Company
New York
$980K +$16K +92 +2%
TNA
405
True North Advisors
Texas
$978K +$8.67K +50 +0.9%
BFEC
406
Benjamin F. Edwards & Company
Missouri
$976K +$23.4K +135 +2%
SWP
407
Stratos Wealth Partners
Ohio
$975K +$34.2K +197 +4%
BSB
408
Bangor Savings Bank
Maine
$960K +$39.2K +226 +4%
DI
409
DFPG Investments
Utah
$958K +$39K +217 +4%
LFAS
410
Level Four Advisory Services
Texas
$953K +$46.8K +270 +5%
Lido Advisors
411
Lido Advisors
California
$951K +$61.1K +352 +7%
Fiera Capital (Canada)
412
Fiera Capital (Canada)
Quebec, Canada
$948K +$5.03K +29 +0.5%
CW
413
Connectus Wealth
Ohio
$942K – – –
MHC
414
Meyer Handelman Company
New York
$936K +$218K +1,255 +30%
RWM
415
Ritholtz Wealth Management
New York
$931K -$110K -634 -11%
AUB
416
Atlantic Union Bankshares
Virginia
$917K -$224K -1,291 -20%
QCM
417
Quantinno Capital Management
New York
$914K +$66.4K +383 +8%
RFC
418
Regions Financial Corp
Alabama
$914K +$20.5K +118 +2%
LA
419
LVW Advisors
New York
$909K -$222K -1,279 -20%
MSS
420
Mitchell Sinkler & Starr
Pennsylvania
$903K +$5.2K +30 +0.6%
EGM
421
Engineers Gate Manager
New York
$901K +$343K +1,979 +62%
WA
422
Wealth Alliance
New York
$897K -$347 -2 -0%
MGWM
423
Marks Group Wealth Management
Minnesota
$897K -$13K -75 -1%
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$891K -$156K -902 -15%
RhumbLine Advisers
425
RhumbLine Advisers
Massachusetts
$889K +$889K +5,127 New
15 16
17
18 19