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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 %
GT
501
Glenview Trust
Kentucky
$651K – – –
HCM
502
Highlander Capital Management
New Jersey
$651K – – –
WI
503
WrapManager Inc
California
$650K -$79.6K -459 -11%
SCI
504
Stableford Capital II
Arizona
$649K +$649K +3,738 New
AA
505
Ancora Advisors
Ohio
$647K -$53.8K -310 -8%
BCM
506
Barden Capital Management
Texas
$646K +$32.6K +188 +5%
MA
507
Mutual Advisors
Nebraska
$644K -$11.5K -66 -2%
IAS
508
Insigneo Advisory Services
Florida
$643K +$242K +1,397 +61%
AF
509
Affiance Financial
Minnesota
$642K – – –
Wolverine Trading
510
Wolverine Trading
Illinois
$642K +$385K +2,276 +150%
JIC
511
Johnson Investment Counsel
Ohio
$640K -$24.8K -143 -4%
ICG
512
InterOcean Capital Group
Tennessee
$634K +$128K +737 +25%
HSA
513
HBK Sorce Advisory
Pennsylvania
$634K -$12.5K -72 -2%
FFA
514
Fragasso Financial Advisors
Pennsylvania
$633K +$2.78K +16 +0.4%
TYCC
515
Texas Yale Capital Corp
Florida
$633K -$2.6K -15 -0.4%
Nuveen Asset Management
516
Nuveen Asset Management
Illinois
$629K -$3.3K -19 -0.5%
CCA
517
Checchi Capital Advisers
California
$622K +$31.9K +184 +5%
CHP
518
Cable Hill Partners
Oregon
$615K +$68K +392 +12%
KWA
519
KCS Wealth Advisory
California
$612K +$231K +1,329 +61%
Deutsche Bank
520
Deutsche Bank
Germany
$610K +$7.11K +41 +1%
LMKC
521
L.M. Kohn & Company
Ohio
$604K +$173 +1 +0%
RCAG
522
Rehmann Capital Advisory Group
Michigan
$603K +$25.7K +148 +4%
IB
523
Intrust Bank
Kansas
$602K -$15.8K -91 -3%
CIA
524
Cohen Investment Advisors
New Hampshire
$601K +$5.9K +34 +1%
WPA
525
Winning Points Advisors
Florida
$594K -$259K -1,776 -30%
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