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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 %
BWM
551
Bulltick Wealth Management
Florida
$508K +$25.2K +145 +5%
OBGC
552
O'Brien Greene & Co
Pennsylvania
$503K +$27.6K +159 +6%
FLPIM
553
F.L. Putnam Investment Management
Massachusetts
$503K +$88.3K +509 +21%
IW
554
Imprint Wealth
South Carolina
$500K -$14.6K -84 -3%
AIM
555
Aigen Investment Management
New York
$499K -$401K -2,309 -45%
MM
556
MQS Management
New York
$498K +$498K +2,869 New
FFA
557
Founders Financial Alliance
North Carolina
$497K -$15.1K -87 -3%
PCIA
558
Prime Capital Investment Advisors
Kansas
$495K +$86.4K +498 +21%
WS
559
Wedbush Securities
California
$489K -$158K -909 -24%
DAS
560
Dynamic Advisor Solutions
Arizona
$487K +$58.8K +339 +14%
FC
561
FCA Corp
Texas
$486K – – –
SGA
562
Strategic Global Advisors
California
$485K -$8.85K -51 -2%
VA
563
Valmark Advisers
Ohio
$485K -$1.21K -7 -0.3%
PWPS
564
Pinnacle Wealth Planning Services
Ohio
$484K +$81.9K +472 +20%
HJIM
565
Henry James International Management
New York
$483K – – –
EWA
566
EP Wealth Advisors
California
$481K +$443K +10,409 +1,154%
AAM
567
Advisors Asset Management
Colorado
$481K -$701K -4,042 -59%
MP
568
McDonald Partners
Ohio
$480K -$32.1K -185 -6%
ABLA
569
Alan B. Lancz & Associates
Ohio
$477K – – –
AllianceBernstein
570
AllianceBernstein
Tennessee
$472K +$62.5K +360 +15%
CB
571
Cadence Bank
Mississippi
$469K +$167K +964 +55%
DWM
572
Dorchester Wealth Management
Quebec, Canada
$462K – – –
MWM
573
Mission Wealth Management
California
$457K -$62.6K -361 -12%
ESB
574
Essex Savings Bank
Connecticut
$457K – – –
BFA
575
Beaumont Financial Advisors
Massachusetts
$453K – – –
21 22
23
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