DEO icon

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 %
DBT
676
Dubuque Bank & Trust
Iowa
$302K +$3.12K +18 +1%
KTC
677
Kistler-Tiffany Companies
Pennsylvania
$301K -$2.78K -16 -0.9%
APWM
678
Argonautica Private Wealth Management
Massachusetts
$299K +$83.6K +482 +39%
LB
679
Legacy Bridge
Iowa
$295K -$34.7K -200 -11%
CA
680
Clearstead Advisors
Ohio
$290K -$227K -1,308 -44%
HBW
681
Hazlett, Burt & Watson
West Virginia
$290K – – –
MRCM
682
M&R Capital Management
New Jersey
$286K +$694 +4 +0.2%
NDSI
683
Newman Dignan & Sheerar Inc
Rhode Island
$286K – – –
BCA
684
Bay Colony Advisors
Massachusetts
$286K +$5.2K +30 +2%
WF
685
WoodTrust Financial
Wisconsin
$285K – – –
IWM
686
IHT Wealth Management
Illinois
$283K +$21.5K +124 +8%
EARNEST Partners
687
EARNEST Partners
Georgia
$282K – – –
AWA
688
Aaron Wealth Advisors
Illinois
$282K -$18.2K -105 -6%
GSB
689
Greenfield Savings Bank
Massachusetts
$282K – – –
BWP
690
BSW Wealth Partners
Colorado
$281K -$5.03K -29 -2%
ADMI
691
Albert D. Mason Inc
Massachusetts
$281K +$64K +369 +29%
GCM
692
Gallacher Capital Management
Colorado
$281K +$6.07K +35 +2%
ONB
693
Old National Bancorp
Indiana
$280K -$226K -1,305 -45%
GVAG
694
Great Valley Advisor Group
Delaware
$278K +$278K +1,603 New
OMC
695
Old Mission Capital
Illinois
$276K +$276K +1,591 New
NL
696
NWAM LLC
Washington
$275K +$37.1K +214 +16%
KP
697
Keel Point
Alabama
$275K -$14.7K -85 -5%
GAM
698
Garrison Asset Management
Arkansas
$273K -$2.6K -15 -0.9%
ATC
699
Argent Trust Co
Tennessee
$272K +$29.5K +170 +12%
MFG
700
Merit Financial Group
Georgia
$271K +$11.8K +68 +5%
26 27
28
29 30