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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 %
QCIG
601
Quad-Cities Investment Group
Iowa
$405K -$2.78K -16 -0.7%
CL
602
Choreo LLC
Illinois
$402K -$290K -1,674 -42%
AG
603
Advocate Group
Minnesota
$402K – – –
RBFC
604
Roman Butler Fullerton & Co
Missouri
$399K +$30.4K +169 +8%
SS
605
Simplicity Solutions
Minnesota
$396K +$125K +719 +46%
BFG
606
Bleakley Financial Group
New Jersey
$396K +$125K +719 +46%
SAM
607
Silvercrest Asset Management
New York
$395K -$20.5K -118 -5%
EI
608
Ellevest Inc
New York
$394K -$323K -1,861 -45%
SFFS
609
Stonehage Fleming Financial Services
Jersey
$391K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
610
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$389K -$617K -3,557 -61%
MYIA
611
Mount Yale Investment Advisors
Colorado
$387K +$29.3K +169 +8%
FWIA
612
Fort Washington Investment Advisors
Ohio
$382K -$14.1K -81 -4%
HJGA
613
Hardman Johnston Global Advisors
Connecticut
$382K – – –
MCP
614
Mirador Capital Partners
California
$381K +$10.8K +62 +3%
SCM
615
Shelton Capital Management
Colorado
$380K – – –
RA
616
Ruggaard & Associates
Ohio
$380K +$13.5K +78 +4%
NAM
617
NTV Asset Management
West Virginia
$377K – – –
HF
618
HRT Financial
New York
$376K +$376K +2,173 New
NHC
619
Nicholas Hoffman & Company
Georgia
$372K +$520 +3 +0.1%
PWAM
620
Pinnacle West Asset Management
Wyoming
$370K – – –
NQWM
621
Northwest Quadrant Wealth Management
Oregon
$367K +$2.26K +13 +0.6%
FC
622
Fusion Capital
South Carolina
$367K +$2.95K +17 +0.8%
TA
623
TFG Advisers
Michigan
$365K +$2.26K +13 +0.6%
CPIG
624
Chicago Partners Investment Group
Illinois
$364K +$2.77K +16 +0.8%
PP
625
PDS Planning
Ohio
$363K +$45.1K +260 +14%
23 24
25
26 27