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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 %
CFP
576
Catalyst Financial Partners
Massachusetts
$452K +$77.2K +445 +21%
SIM
577
Sentry Investment Management
Wisconsin
$452K +$452K +2,604 New
BCM
578
Bayesian Capital Management
New York
$451K +$451K +2,600 New
PSP
579
Principal Street Partners
Tennessee
$449K +$53.8K +310 +14%
FCI
580
Financial Counselors Inc
Kansas
$447K +$233K +1,344 +109%
BCM
581
Becker Capital Management
Oregon
$446K – – –
ZIG
582
Zuckerman Investment Group
Illinois
$443K – – –
JCM
583
Janney Capital Management
Pennsylvania
$440K -$521 -3 -0.1%
FWM
584
Forza Wealth Management
Florida
$436K – – –
IPW
585
Inlet Private Wealth
Florida
$435K -$5.03K -29 -1%
MGIA
586
Moneta Group Investment Advisors
Missouri
$434K +$20.1K +116 +5%
WWM
587
Western Wealth Management
Colorado
$433K +$30K +173 +7%
PMG
588
ProVise Management Group
Florida
$432K -$69.2K -399 -14%
DP
589
Dearborn Partners
Illinois
$431K +$25K +144 +6%
BEI
590
Benjamin Edwards Inc
Missouri
$430K -$580K -3,341 -57%
CWA
591
Canvas Wealth Advisors
Kansas
$429K +$142K +803 +50%
FFM
592
Forum Financial Management
Illinois
$428K -$4.51K -26 -1%
MW
593
Marcum Wealth
Ohio
$419K -$29.8K -172 -7%
PTC
594
Private Trust Company
Ohio
$419K +$25.8K +149 +7%
SS
595
Sunbelt Securities
Texas
$417K +$20.1K +116 +5%
PWG
596
Portside Wealth Group
Utah
$416K +$416K +2,397 New
FNC
597
First National Corp
Massachusetts
$414K – – –
NP
598
Nilsine Partners
Colorado
$413K -$10.4K -60 -2%
SAG
599
SageView Advisory Group
California
$412K +$56.6K +326 +16%
SIS
600
Susquehanna International Securities
Ireland
$409K +$409K +2,356 New
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