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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 %
Asset Management One
426
Asset Management One
Japan
$885K -$28.8K -166 -3%
OAM
427
Occidental Asset Management
California
$879K -$21.7K -125 -2%
SCA
428
Sandy Cove Advisors
Massachusetts
$876K – – –
MCM
429
McKinley Capital Management
Alaska
$872K -$25.5K -147 -3%
CAM
430
Columbia Asset Management
Michigan
$871K +$4.51K +26 +0.5%
ECM
431
Evergreen Capital Management
Washington
$869K +$129K +744 +17%
CAS
432
Coppell Advisory Solutions
Texas
$866K +$146K +863 +20%
TA
433
Tiedemann Advisors
New York
$865K +$25.8K +149 +3%
HCA
434
Harbour Capital Advisors
Virginia
$861K +$5.92K +34 +0.7%
AWM
435
Apollon Wealth Management
South Carolina
$859K -$25.3K -146 -3%
PCM
436
Parsons Capital Management
Rhode Island
$859K – – –
SFA
437
Sequoia Financial Advisors
Ohio
$857K +$67.1K +387 +8%
DWT
438
Dorsey & Whitney Trust
South Dakota
$857K -$134K -775 -14%
AWM
439
AE Wealth Management
Kansas
$856K +$12K +69 +1%
BSAM
440
Blue Square Asset Management
New York
$848K +$148K +854 +21%
Pacer Advisors
441
Pacer Advisors
Pennsylvania
$848K +$77K +444 +10%
Chevy Chase Trust
442
Chevy Chase Trust
Maryland
$846K -$282K -1,625 -25%
HWA
443
Heritage Wealth Advisors
Virginia
$839K – – –
VF
444
Virtu Financial
New York
$838K +$838K +4,830 New
SW
445
SVB Wealth
Massachusetts
$835K -$99.4K -573 -11%
Prudential Financial
446
Prudential Financial
New Jersey
$833K -$13.5K -78 -2%
BDS
447
Banco de Sabadell
Florida
$833K -$4.33K -25 -0.5%
YIH
448
Y-Intercept (HK)
Hong Kong
$824K +$824K +4,748 New
FFS
449
Founders Financial Securities
Maryland
$822K +$72.3K +417 +10%
MLL
450
Moody Lynn & Lieberson
Massachusetts
$818K -$154K -885 -16%
16 17
18
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