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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 %
BCM
976
Bourgeon Capital Management
Connecticut
$4.34K – – –
CPA
977
Cowen Prime Advisors
New York
$3.99K – – –
APC
978
Aspire Private Capital
North Carolina
$3.82K – – –
FGAM
979
Financial Gravity Asset Management
Texas
$3.75K +$78 +106 +2%
CSC
980
Caldwell Sutter Capital
California
$3.64K +$3.64K +21 New
EAM
981
Eukles Asset Management
Ohio
$3.47K – – –
AWM
982
Avior Wealth Management
Nebraska
$3.47K -$15.3K -88 -81%
JMF
983
Johnson Midwest Financial
Iowa
$3.3K – – –
CCM
984
Copeland Capital Management
Pennsylvania
$3.12K – – –
TFA
985
Toth Financial Advisory
Virginia
$2.6K +$2.6K +15 New
DF
986
DecisionPoint Financial
Arizona
$2.43K – – –
BWS
987
Buck Wealth Strategies
Colorado
$2.41K – – –
CHA
988
Carmichael Hill & Associates
Maryland
$2.08K – – –
SF
989
Safeguard Financial
Wisconsin
$2K +$2K +17 New
AWM
990
Abound Wealth Management
Tennessee
$1.91K +$1.91K +11 New
TCM
991
TD Capital Management
Tennessee
$1.74K – – –
LWANC
992
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.74K – – –
SC
993
Stephens Consulting
Michigan
$1.56K – – –
MTIC
994
Missouri Trust & Investment Company
Missouri
$1.09K +$1.09K +8 New
ADL
995
Asset Dedication LLC
California
$1K -$3.67K -22 -79%
AW
996
Avion Wealth
Texas
$1K – – –
PCIG
997
Partners Capital Investment Group
Massachusetts
– -$7.01M -157,244 Closed
JPMPWA
998
J.P. Morgan Private Wealth Advisors
California
– -$16M -88,306 Closed
MNG
999
Manning & Napier Group
New York
– -$4.86M -26,813 Closed
CSS
1000
Cubist Systematic Strategies
Connecticut
– -$3.45M -19,048 Closed
38 39
40
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