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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
$43.7M
4
HighTower Advisors
HighTower Advisors
Illinois
$27.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
$54.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$850M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$90.3M
3
BlackRock
BlackRock
New York
$76.2M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
701
Parkside Financial Bank & Trust
Missouri
$270K +$10.9K +63 +4%
NPF
702
Norris Perne & French
Michigan
$270K – – –
WP
703
WealthSource Partners
California
$267K -$2.43K -14 -0.9%
CFD
704
Creative Financial Designs
Indiana
$266K -$13.5K -78 -5%
CSPAM
705
Cary Street Partners Asset Management
Virginia
$264K – – –
FTA
706
Financial & Tax Architects
Missouri
$264K -$6.07K -35 -2%
NIM
707
Northeast Investment Management
Massachusetts
$264K +$1.91K +11 +0.7%
NSB
708
Norway Savings Bank
Maine
$262K – – –
SC
709
Schulhoff & Co
Ohio
$262K – – –
ACM
710
Argyle Capital Management
Pennsylvania
$260K – – –
BIM
711
Baldwin Investment Management
Pennsylvania
$258K – – –
HWA
712
Heartwood Wealth Advisors
Virginia
$257K -$26.4K -152 -9%
BA
713
Bristlecone Advisors
Washington
$256K – – –
CF
714
Centaurus Financial
California
$256K -$46.5K -268 -15%
ECM
715
ExodusPoint Capital Management
New York
$256K +$256K +1,478 New
LFA
716
Legacy Financial Advisors
Kentucky
$256K -$2.95K -17 -1%
RCA
717
Resonant Capital Advisors
Wisconsin
$254K – – –
LFASL
718
Lugano Financial Advisors SA (LFA)
Switzerland
$250K +$250K +1,441 New
MA
719
MONECO Advisors
Connecticut
$250K +$8.33K +48 +3%
CP
720
Covenant Partners
Tennessee
$249K -$99.8K -575 -29%
GW
721
GW & Wade
Massachusetts
$248K +$1.91K +11 +0.8%
QPWM
722
Quadrant Private Wealth Management
Pennsylvania
$248K +$4.51K +26 +2%
PIM
723
Penobscot Investment Management
Massachusetts
$247K – – –
GWANC
724
Guardian Wealth Advisors (North Carolina)
North Carolina
$244K – – –
MA
725
MJP Associates
Connecticut
$243K +$23.6K +136 +11%
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