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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 %
IFS
451
Intelligent Financial Strategies
Minnesota
$817K +$173 +1 +0%
CS
452
Comerica Securities
Michigan
$806K -$23.8K -137 -3%
JCM
453
Jacobi Capital Management
Pennsylvania
$801K +$17.2K +99 +2%
SPC
454
Sigma Planning Corp
Michigan
$800K -$89.7K -517 -10%
TD Asset Management
455
TD Asset Management
Ontario, Canada
$799K -$30.7K -177 -4%
AO
456
Advisor OS
Illinois
$798K +$34.4K +198 +4%
VCA
457
Verdence Capital Advisors
Maryland
$798K +$55.3K +319 +7%
VT
458
Vise Technologies
New York
$798K -$52.9K -305 -6%
MPPW
459
Mitchell & Pahl Private Wealth
Oklahoma
$794K +$24.3K +140 +3%
SCP
460
Shorepoint Capital Partners
Massachusetts
$794K -$471K -2,717 -37%
CFA
461
CWS Financial Advisors
Michigan
$791K -$3.82K -22 -0.5%
QCG
462
Quadrant Capital Group
Ohio
$787K -$129K -742 -14%
CCA
463
Cobblestone Capital Advisors
New York
$786K -$660K -3,807 -46%
PA
464
Probity Advisors
Texas
$783K +$783K +4,515 New
TSS
465
Two Sigma Securities
New York
$779K +$779K +4,488 New
SPIA
466
Steward Partners Investment Advisory
New York
$777K +$47.9K +276 +7%
MSFS
467
Main Street Financial Solutions
Pennsylvania
$775K -$1.91K -11 -0.2%
AM
468
AGF Management
Ontario, Canada
$775K +$1.74K +10 +0.2%
RIA
469
Realta Investment Advisors
Delaware
$766K -$36.3K -209 -5%
PA
470
Procyon Advisors
Connecticut
$764K +$563K +3,248 +281%
WG
471
Welch Group
Alabama
$763K – – –
BPC
472
Banque Pictet & Cie
Switzerland
$760K -$23.1K -133 -3%
PNAA
473
Pictet North America Advisors
Switzerland
$760K -$23.1K -133 -3%
FTDI
474
First Trust Direct Indexing
Massachusetts
$754K -$74.6K -430 -9%
CCG
475
Cypress Capital Group
Florida
$752K -$15.8K -91 -2%
17 18
19
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