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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 %
FCCM
651
First City Capital Management
Georgia
$336K -$4.34K -25 -1%
RIA
652
Richwood Investment Advisors
Ohio
$335K -$19.8K -114 -6%
LC
653
LCNB Corp
Ohio
$334K -$13.9K -80 -4%
LNC
654
Lincoln National Corp
Pennsylvania
$334K -$2.08K -12 -0.6%
HH
655
Hilltop Holdings
Texas
$333K -$1.21K -7 -0.4%
CAM
656
Cozad Asset Management
Illinois
$333K -$3.64K -21 -1%
BOPW
657
Brandywine Oak Private Wealth
Pennsylvania
$333K +$867 +5 +0.3%
WSFS
658
Wilmington Savings Fund Society
Delaware
$331K -$62K -358 -16%
1WA
659
180 Wealth Advisors
Washington
$330K +$1.57K +9 +0.5%
WAP
660
Wealthcare Advisory Partners
Pennsylvania
$329K -$2.08K -12 -0.6%
EH
661
Equitable Holdings
New York
$328K -$36.6K -211 -10%
PCA
662
Pallas Capital Advisors
Massachusetts
$328K -$5.39M -30,618 -94%
KIA
663
KCM Investment Advisors
California
$326K -$52.7K -304 -14%
JWM
664
Jeppson Wealth Management
California
$325K -$1.04K -6 -0.3%
IIC
665
Ironwood Investment Counsel
Arizona
$317K – – –
KWM
666
Kingsview Wealth Management
Oregon
$313K -$5.9K -34 -2%
BCG
667
Breakwater Capital Group
New Jersey
$313K -$1.91K -11 -0.6%
GIA
668
Gladstone Institutional Advisory
Florida
$311K +$20.5K +118 +7%
TRCT
669
Tower Research Capital (TRC)
New York
$311K +$236K +1,360 +313%
AC
670
Avestar Capital
New York
$309K +$25.8K +149 +9%
FNBOH
671
First National Bank of Hutchinson
Kansas
$308K +$6.42K +37 +2%
TI
672
Tidal Investments
Wisconsin
$307K -$69.7K -402 -19%
Capstone Investment Advisors
673
Capstone Investment Advisors
New York
$307K +$307K +1,769 New
PCMC
674
Paragon Capital Management (Colorado)
Colorado
$304K – – –
CAM
675
Carret Asset Management
New York
$303K – – –
25 26
27
28 29