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
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 %
IPW
926
Impact Partnership Wealth
Georgia
$14.1K +$14.1K +81 New
BG
927
Bollard Group
Massachusetts
$14K +$14K +80 New
CPG
928
Cornerstone Planning Group
New Jersey
$13.7K +$13.7K +79 New
TAIM
929
TD Ameritrade Investment Management
Nebraska
$13K -$356 -2 -3%
NSIM
930
North Star Investment Management
Illinois
$12.8K – – –
CUAMC
931
China Universal Asset Management Company
China
$12.3K +$12.3K +71 New
WOC
932
West Oak Capital
California
$12.1K – – –
FCT
933
First Community Trust
Iowa
$12.1K – – –
CAL
934
Capital Analysts LLC
Pennsylvania
$12K – – –
CMP
935
Coston McIsaac & Partners
Maine
$12K +$162 +1 +1%
TSWM
936
Tyler-Stone Wealth Management
Ohio
$12K +$12K +69 New
SWM
937
Sugarloaf Wealth Management
Georgia
$11.9K +$173 +1 +1%
AFS
938
Annapolis Financial Services
Maryland
$11.5K – – –
NBT
939
Northwest Bank & Trust
Iowa
$11.4K +$11.4K +66 New
TLA
940
Tanglewood Legacy Advisors
Texas
$11.3K – – –
TFP
941
Tilia Fiduciary Partners
North Carolina
$11.3K – – –
BIA
942
Bell Investment Advisors
California
$10.8K +$8.67K +50 +417%
Ninety One (UK)
943
Ninety One (UK)
United Kingdom
$10.4K – – –
CWP
944
Concord Wealth Partners
Virginia
$10.4K – – –
IWP
945
IAG Wealth Partners
Wisconsin
$10.4K – – –
ICM
946
Intrepid Capital Management
Florida
$10.4K +$10.4K +60 New
WAM
947
Worth Asset Management
Texas
$10.2K +$10.2K +59 New
VAG
948
VisionPoint Advisory Group
Texas
$9.72K +$9.72K +56 New
GWSA
949
Global Wealth Strategies & Associates
Colorado
$9.71K – – –
OLVIG
950
Oliver Lagore Vanvalin Investment Group
Michigan
$9.19K – – –
36 37
38
39 40