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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 %
9WM
526
9258 Wealth Management
Ohio
$593K -$5.03K -29 -0.8%
FG
527
Fiduciary Group
Georgia
$586K – – –
Tudor Investment Corp
528
Tudor Investment Corp
Connecticut
$582K +$190K +1,098 +49%
KSWA
529
Kathleen S. Wright Associates
Pennsylvania
$575K -$596K -3,435 -51%
CGL
530
Clarius Group LLC
Washington
$570K +$16.3K +94 +3%
CIC
531
Crawford Investment Counsel
Georgia
$568K -$19.6K -113 -3%
PA
532
Profund Advisors
Maryland
$567K -$109K -627 -16%
IWP
533
Icon Wealth Partners
Texas
$565K -$55.3K -319 -9%
MPAM
534
Murphy Pohlad Asset Management
Minnesota
$565K +$24.3K +140 +4%
SL
535
Summitry LLC
California
$562K -$43.4K -250 -7%
ACA
536
Atlas Capital Advisors
Wyoming
$560K – – –
QI
537
Qtron Investments
Massachusetts
$560K +$178K +1,026 +47%
SEC
538
Seven Eight Capital
New York
$559K +$559K +3,223 New
BFS
539
Bard Financial Services
Connecticut
$555K – – –
BP
540
Ballentine Partners
Massachusetts
$544K +$257K +1,480 +89%
IC
541
IEQ Capital
California
$543K -$66.4K -383 -11%
Carson Wealth (CWM LLC)
542
Carson Wealth (CWM LLC)
Nebraska
$529K +$8.85K +51 +2%
AIM
543
Alhambra Investment Management
Florida
$523K – – –
WFMPM
544
Woodley Farra Manion Portfolio Management
Indiana
$520K – – –
3IP
545
3Chopt Investment Partners
Virginia
$517K +$15.3K +88 +3%
AWM
546
Axxcess Wealth Management
California
$515K +$49.1K +283 +11%
HCM
547
Howland Capital Management
Massachusetts
$515K – – –
SWM
548
SeaCrest Wealth Management
New York
$514K +$6.94K +40 +1%
AP
549
Americana Partners
Texas
$511K +$1.91K +11 +0.4%
IAN
550
Integrated Advisors Network
Texas
$511K -$34.5K -199 -6%
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