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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 Market Value Shares Shares
Change 		Shares
Change %
GFPC
1051
Global Financial Private Client
Florida
– – -110 Closed
CIA
1052
Cascade Investment Advisors
Oregon
– – -100 Closed
AWM
1053
Accel Wealth Management
Iowa
– – -100 Closed
SSC
1054
Syverson Strege & Co
Iowa
– – -95 Closed
ST
1055
Sageworth Trust
Pennsylvania
– – -92 Closed
VWM
1056
Valley Wealth Managers
New Jersey
– – -89 Closed
ONST
1057
Old North State Trust
North Carolina
– – -75 Closed
PCM
1058
Pointe Capital Management
Michigan
– – -70 Closed
TWA
1059
TCI Wealth Advisors
Arizona
– – -62 Closed
Group One Trading
1060
Group One Trading
Illinois
– – -56 Closed
SFG
1061
Steward Financial Group
Texas
– – -54 Closed
TCWA
1062
Ten Capital Wealth Advisors
Washington
– – -37 Closed
HDIM
1063
Hanson & Doremus Investment Management
Vermont
– – -24 Closed
GFWA
1064
Grey Fox Wealth Advisors
Delaware
– – -20 Closed
CBT
1065
Central Bank & Trust
Kentucky
– – -15 Closed
CMA
1066
Cedar Mountain Advisors
Oregon
– – -6 Closed
Walleye Capital
1067
Walleye Capital
New York
– – – –
Walleye Trading
1068
Walleye Trading
New York
– – – –
Optiver Holding
1069
Optiver Holding
Netherlands
– – – –
APW
1070
Acima Private Wealth
Virginia
– – – –
Simplex Trading
1071
Simplex Trading
Illinois
– – – –
MA
1072
MCF Advisors
Kentucky
– – – –
Twin Tree Management
1073
Twin Tree Management
Texas
– – – –
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