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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 %
WJWM
476
Williams Jones Wealth Management
New York
$750K -$68.9K -397 -8%
Luther King Capital Management (LKCM)
477
Luther King Capital Management (LKCM)
Texas
$749K -$101K -583 -12%
PHS
478
Pekin Hardy Strauss
Illinois
$747K – – –
CA
479
Cullinan Associates
Kentucky
$746K +$139K +800 +23%
MIM
480
Meixler Investment Management
Arizona
$744K +$299K +1,725 +67%
S
481
SimplyRich
California
$739K +$1.04K +6 +0.1%
FANJ
482
Financial Architects (New Jersey)
New Jersey
$737K +$5.73K +33 +0.8%
GC
483
Grimes & Company
Massachusetts
$728K -$17.2K -99 -2%
EFS
484
Essex Financial Services
Connecticut
$727K +$3.82K +22 +0.5%
SIAP
485
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$724K -$30.4K -175 -4%
FNT
486
First National Trust
Pennsylvania
$697K +$46.5K +268 +7%
BL
487
Balentine LLC
Georgia
$694K +$121K +700 +21%
CA
488
Cetera Advisors
Colorado
$690K -$54.1K -312 -7%
PA
489
Parallel Advisors
California
$690K -$24.5K -141 -3%
AC
490
Addison Capital
Pennsylvania
$685K -$9.19K -53 -1%
RSWM
491
Robertson Stephens Wealth Management
California
$683K +$283K +1,632 +71%
NFGCM
492
Norman Fields Gottscho Capital Management
New York
$681K -$47.7K -275 -7%
PGWM
493
Pitti Group Wealth Management
New York
$677K +$133K +767 +24%
GT
494
Greenleaf Trust
Michigan
$676K +$106K +612 +19%
EVM
495
Evelyn V. Moreno
$673K -$43.4K -250 -6%
WSTAM
496
Wilbanks Smith & Thomas Asset Management
Virginia
$672K +$1.04K +6 +0.2%
CG
497
Caprock Group
Idaho
$664K +$81.4K +469 +14%
WA1
498
Wimmer Associates 1
California
$663K – – –
SWM
499
Salvus Wealth Management
New Jersey
$660K +$15.3K +88 +2%
RIA
500
Regal Investment Advisors
Michigan
$656K +$35.6K +205 +6%
18 19
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