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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
1
Kovitz Investment Group Partners
Illinois
$77.6M
2
AT
2
Avalon Trust
New Mexico
$20.8M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$43.7M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$27.5M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$54.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$850M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$90.3M
3
BlackRock
3
BlackRock
New York
$76.2M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$0
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
901
FinTrust Capital Advisors
South Carolina
$25.3K – – –
BWAM
902
Boyd Watterson Asset Management
Ohio
$25K – – –
AP
903
Atwood & Palmer
Missouri
$24.8K – – –
ATC
904
Adirondack Trust Company
New York
$23.6K -$6.69K -38 -22%
PGAM
905
Princeton Global Asset Management
New Jersey
$23.4K – – –
CCA
906
Column Capital Advisors
Indiana
$22.7K – – –
RFG
907
RFP Financial Group
Georgia
$22K – – –
HWA
908
HHM Wealth Advisors
Tennessee
$21.2K -$1.39K -8 -6%
TLCM
909
Twin Lakes Capital Management
California
$21.1K +$173 +1 +0.8%
FMTCOCP
910
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K – – –
AP
911
Arlington Partners
Alabama
$20.5K – – –
GG
912
Gleason Group
Kentucky
$20.4K +$173 +1 +0.9%
PCFFS
913
Pacific Center for Financial Services
California
$19.6K – – –
HWM
914
HighMark Wealth Management
Minnesota
$19.4K -$1.39K -8 -7%
CWA
915
Clearview Wealth Advisors
Oregon
$19.3K – – –
SVCP
916
Silicon Valley Capital Partners
California
$18.2K +$18.2K +105 New
SGC
917
Slocum, Gordon & Co
Rhode Island
$17.3K – – –
SJIM
918
St. Johns Investment Management
Florida
$17.3K +$17.3K +100 New
AA
919
AlphaMark Advisors
Kentucky
$17K – – –
NA
920
Nordwand Advisors
Pennsylvania
$16.5K – – –
FMP
921
Financial Management Professionals
Texas
$16K +$2.75K +16 +21%
FSWA
922
Financial Synergies Wealth Advisors
Texas
$15.8K -$4.51K -26 -22%
BWL
923
Bogart Wealth LLC
Virginia
$15.4K +$12.2K +70 +368%
PWMG
924
Prestige Wealth Management Group
New Jersey
$15.1K – – –
OIA
925
Optimum Investment Advisors
Illinois
$14.9K – – –
35 36
37
38 39