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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 %
RWA
726
Ropes Wealth Advisors
Massachusetts
$242K -$867 -5 -0.4%
BW
727
Bison Wealth
Georgia
$242K +$242K +1,396 New
AIM
728
Anchor Investment Management
South Carolina
$242K – – –
HS
729
Horan Securities
United States
$240K +$4.34K +25 +2%
SCM
730
SOL Capital Management
Maryland
$239K – – –
WPW
731
Warther Private Wealth
Ohio
$238K +$238K +1,372 New
FOA
732
Five Oceans Advisors
California
$236K +$37.3K +215 +19%
AWA
733
Arkadios Wealth Advisors
Georgia
$236K -$1.04K -6 -0.4%
TC
734
Tacita Capital
Ontario, Canada
$234K – – –
FW
735
FirstPurpose Wealth
Utah
$234K +$9.54K +55 +4%
CWM
736
Chemistry Wealth Management
New York
$233K – – –
Wealth Enhancement Advisory Services
737
Wealth Enhancement Advisory Services
Minnesota
$233K +$5.72K +33 +3%
CIBC Asset Management
738
CIBC Asset Management
Ontario, Canada
$232K -$54.3K -313 -19%
WKWM
739
Walter & Keenan Wealth Management
Indiana
$231K – – –
SMH
740
Sanders Morris Harris
Texas
$230K – – –
CWA
741
Centennial Wealth Advisory
Michigan
$230K – – –
SWA
742
Stratos Wealth Advisors
Ohio
$229K +$694 +4 +0.3%
FHA
743
Flagship Harbor Advisors
Massachusetts
$228K +$9.72K +56 +4%
IIM
744
InTrack Investment Management
Vermont
$227K -$84.1K -485 -27%
BBW
745
Blue Barn Wealth
Utah
$226K -$5.03K -29 -2%
Koshinski Asset Management
746
Koshinski Asset Management
Illinois
$226K +$8.33K +48 +4%
PAS
747
Professional Advisory Services
Florida
$226K – – –
HIC
748
Harvey Investment Company
Kentucky
$226K – – –
TCB
749
Texas Capital Bancshares
Texas
$226K -$1.56K -9 -0.7%
PL
750
Parthenon LLC
Kentucky
$226K – – –
28 29
30
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