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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 %
POIA
876
Pin Oak Investment Advisors
Texas
$43K – – –
ODG
877
O'Dell Group
Ohio
$42.3K +$42.3K +244 New
CA
878
Centerpoint Advisors
Massachusetts
$41K – – –
AFG
879
Albion Financial Group
Utah
$40K +$347 +2 +0.9%
GI
880
Gradient Investments
Minnesota
$37.8K -$421K -2,426 -92%
FP
881
Financial Perspectives
Minnesota
$37.2K – – –
CAM
882
Close Asset Management
United Kingdom
$37K +$25.8K +150 +231%
TIM
883
Thompson Investment Management
Wisconsin
$34.7K – – –
OSNBOA
884
Old Second National Bank of Aurora
Illinois
$34.7K – – –
PAM
885
Paradigm Asset Management
New York
$34.7K – – –
GWSG
886
GPS Wealth Strategies Group
Colorado
$34.7K – – –
YDMI
887
Y.D. More Investments
Israel
$34.7K – – –
BCMLT
888
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.1K +$2.26K +13 +8%
M
889
MOTCO
Texas
$32.1K +$2.95K +17 +10%
NRG
890
Nemes Rush Group
Michigan
$31.9K +$31.9K +184 New
FWM
891
Focused Wealth Management
New York
$31.7K +$346 +2 +1%
PIAS
892
PCA Investment Advisory Services
Ohio
$31.4K +$31.4K +181 New
AIC
893
Archer Investment Corporation
Indiana
$30.9K -$3.82K -22 -11%
TCM
894
Tradewinds Capital Management
Washington
$30.4K – – –
BLC
895
Brown, Lisle/Cummings
Rhode Island
$30.2K – – –
CIA
896
Cape Investment Advisory
Georgia
$29.1K +$173 +1 +0.6%
GTAM
897
Global Trust Asset Management
Florida
$27.5K – – –
NFSG
898
Newbridge Financial Services Group
Florida
$26.4K -$6.25K -36 -19%
PP
899
PFS Partners
New Jersey
$26K – – –
FPB
900
First PREMIER Bank
South Dakota
$26K – – –
34 35
36
37 38