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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.

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 %
GKIM
951
GW&K Investment Management
Massachusetts
$9K +$9K +53 New
WPA
952
West Paces Advisors
Georgia
$8.67K – – –
WIM
953
Westside Investment Management
California
$8.33K +$3.47K +20 +71%
MWM
954
Mascoma Wealth Management
New Hampshire
$8.21K – – –
PK
955
Pflug Koory
Nebraska
$8.15K – – –
DAM
956
Delta Asset Management
Tennessee
$8.15K – – –
Macquarie Group
957
Macquarie Group
Australia
$8K +$696 +4 +10%
BNP Paribas Financial Markets
958
BNP Paribas Financial Markets
France
$7.29K – – –
FCB
959
First Command Bank
Texas
$7.11K – – –
FCFS
960
First Command Financial Services
Texas
$7.11K – – –
WFA
961
West Financial Advisors
Iowa
$7.11K +$7.11K +41 New
VCM
962
Vigilant Capital Management
Maine
$7K +$7K +38 New
SWA
963
Sutton Wealth Advisors
Florida
$6.94K -$5.38K -31 -44%
TC
964
Truvestments Capital
Florida
$6.94K – – –
GGI
965
Godsey & Gibb Inc
Virginia
$6.77K – – –
RWM
966
Ruedi Wealth Management
Illinois
$6.42K – – –
CP
967
Castleview Partners
Texas
$6.07K – – –
FCAG
968
First Capital Advisors Group
New Jersey
$6.07K +$6.07K +35 New
AA
969
Addison Advisors
Vermont
$5.9K +$3.3K +19 +127%
KFI
970
Key Financial Inc
Pennsylvania
$5.2K – – –
TFGT
971
TS Financial Group (TSFG)
Illinois
$5K – – –
AIP
972
Ameritas Investment Partners
Nebraska
$5K – – –
JFA
973
JNBA Financial Advisors
Minnesota
$4.86K +$868 +5 +22%
NC
974
NewSquare Capital
Pennsylvania
$4.86K -$2.08K -12 -30%
CYG
975
Clean Yield Group
Vermont
$4.68K – – –
37 38
39
40 41