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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 %
STA
626
Summit Trail Advisors
New York
$363K -$29.7K -171 -8%
DIA
627
Dana Investment Advisors
Wisconsin
$362K – – –
AFM
628
Abbot Financial Management
Massachusetts
$360K – – –
ACA
629
Aptus Capital Advisors
Alabama
$359K +$69.4K +400 +24%
GBT
630
Grove Bank & Trust
Florida
$359K -$347 -2 -0.1%
AFG
631
AFS Financial Group
Maryland
$355K – – –
AWM
632
Aries Wealth Management
Maine
$355K -$32.8K -189 -8%
KJHP
633
K.J. Harrison & Partners
Ontario, Canada
$355K -$1.81M -10,495 -84%
CCIA
634
Campbell & Co Investment Adviser
Maryland
$354K -$497K -2,864 -58%
MFA
635
Mayflower Financial Advisors
Massachusetts
$353K +$347 +2 +0.1%
LFA
636
Laraway Financial Advisors
Minnesota
$353K -$34.7K -200 -9%
VIA
637
Vident Investment Advisory
Georgia
$352K +$21K +121 +6%
CIC
638
Carnegie Investment Counsel
Ohio
$352K – – –
FAIM
639
Financial Advocates Investment Management
Washington
$349K -$2.08K -12 -0.6%
SIA
640
Schechter Investment Advisors
Michigan
$346K -$21.3K -123 -6%
HL
641
HeadInvest LLC
Maine
$344K – – –
BSW
642
Buckingham Strategic Wealth
Missouri
$343K +$127K +733 +59%
IC
643
Inscription Capital
Texas
$343K – – –
DA
644
Doliver Advisors
Texas
$343K -$2.6K -15 -0.8%
AL
645
Aspiriant LLC
California
$342K +$342K +1,972 New
SRC
646
Sage Rhino Capital
California
$339K +$520 +3 +0.2%
CWM
647
Concentric Wealth Management
California
$338K – – –
SPWM
648
Schrum Private Wealth Management
Florida
$338K -$30.4K -175 -8%
JWCA
649
J.W. Cole Advisors
Florida
$337K -$240K -1,384 -42%
AWP
650
Atlas Wealth Partners
Pennsylvania
$336K – – –
24 25
26
27 28