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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 %
CCB
1001
Cutter & Co Brokerage
Missouri
– -$3.38M -18,659 Closed
AWM
1002
Avitas Wealth Management
California
– -$2.03M -11,184 Closed
Arrowstreet Capital
1003
Arrowstreet Capital
Massachusetts
– -$1.29M -7,130 Closed
MFG
1004
Monumental Financial Group
Maryland
– -$1.11M -6,109 Closed
MHS
1005
M Holdings Securities
Oregon
– -$1.1M -6,072 Closed
IWM
1006
Iams Wealth Management
Nebraska
– -$875K -4,831 Closed
VOYA Investment Management
1007
VOYA Investment Management
Georgia
– -$688K -3,800 Closed
Balyasny Asset Management
1008
Balyasny Asset Management
Illinois
– -$641K -3,539 Closed
NFC
1009
Northeast Financial Consultants
Connecticut
– -$604K -3,334 Closed
SG Americas Securities
1010
SG Americas Securities
New York
– -$599K -3,308 Closed
OFG
1011
OmniStar Financial Group
North Carolina
– -$546K -3,014 Closed
EAM
1012
Eagle Asset Management
Florida
– -$531K -2,931 Closed
FAM
1013
Formidable Asset Management
Ohio
– -$461K -2,539 Closed
WEG
1014
World Equity Group
Illinois
– -$331K -2,414 Closed
SFS
1015
Sowell Financial Services
Arkansas
– -$426K -2,349 Closed
EWM
1016
Empirical Wealth Management
Washington
– -$368K -2,029 Closed
AC
1017
AXQ Capital
New Jersey
– -$367K -2,028 Closed
GL
1018
Graypoint LLC
New York
– -$362K -1,999 Closed
LOAMU
1019
Lombard Odier Asset Management (USA)
New York
– -$344K -1,900 Closed
AWA
1020
Arete Wealth Advisors
Illinois
– -$341K -1,881 Closed
AIM
1021
Allen Investment Management
New York
– -$293K -1,615 Closed
LCWP
1022
Legacy Capital Wealth Partners
Arkansas
– -$290K -1,600 Closed
AAS
1023
Ameritas Advisory Services
Nebraska
– -$292K -1,590 Closed
WB
1024
West Bancorporation
Iowa
– -$285K -1,571 Closed
BAM
1025
Berkshire Asset Management
Pennsylvania
– -$270K -1,491 Closed
39 40
41
42 43