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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 %
CWP
1026
Capital Wealth Planning
Florida
– -$257K -1,416 Closed
ICP
1027
Interchange Capital Partners
Pennsylvania
– -$263K -1,408 Closed
BAM
1028
Belpointe Asset Management
Nevada
– -$244K -1,347 Closed
PCH
1029
PGIM Custom Harvest
New Jersey
– -$241K -1,328 Closed
VHAM
1030
Van Hulzen Asset Management
California
– -$238K -1,313 Closed
SC
1031
Savant Capital
Illinois
– -$227K -1,253 Closed
IAA
1032
Independent Advisor Alliance
North Carolina
– -$219K -1,211 Closed
GIM
1033
Goelzer Investment Management
Indiana
– -$216K -1,193 Closed
FFP
1034
FourThought Financial Partners
Florida
– -$213K -1,173 Closed
ABC
1035
Associated Banc-Corp
Wisconsin
– -$212K -1,168 Closed
BIAS
1036
Beacon Investment Advisory Services
New Jersey
– -$209K -1,152 Closed
FAG
1037
Financial Advisory Group
Texas
– -$208K -1,147 Closed
RPGK
1038
Retirement Planning Group (Kansas)
Kansas
– -$207K -1,140 Closed
Financial Engines Advisors
1039
Financial Engines Advisors
California
– -$207K -1,135 Closed
DT
1040
Diversified Trust
Tennessee
– -$205K -1,132 Closed
SIC
1041
Samalin Investment Counsel
New York
– -$204K -1,126 Closed
LCM
1042
LCM Capital Management
Illinois
– -$203K -1,119 Closed
AAM
1043
Aureus Asset Management
Massachusetts
– -$202K -1,116 Closed
LCM
1044
LVM Capital Management
Michigan
– -$200K -1,105 Closed
CNB
1045
Camden National Bank
Maine
– -$200K -1,105 Closed
NHT
1046
New Hampshire Trust
New Hampshire
– -$157K -868 Closed
CIM
1047
Contravisory Investment Management
Massachusetts
– -$102K -564 Closed
OCM
1048
Orion Capital Management
California
– -$72.5K -400 Closed
SIS
1049
Sound Income Strategies
Florida
– -$36.2K -200 Closed
SC
1050
Schubert & Co
Texas
– -$20.3K -112 Closed
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