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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 %
Ameriprise
101
Ameriprise
Minnesota
$12M 68,973 -2,283 -3%
Citigroup
102
Citigroup
New York
$12M 68,963 +14,646 +27%
William Blair & Company
103
William Blair & Company
Illinois
$11.8M 68,296 +1,773 +3%
Neuberger Berman Group
104
Neuberger Berman Group
New York
$11.6M 66,593 -14,778 -18%
HPC
105
HM Payson & Co
Maine
$11.5M 66,484 -5,112 -7%
LC
106
Lincoln Capital
Nebraska
$11.2M 64,803 -29 -0%
ACA
107
Anchor Capital Advisors
Massachusetts
$11.2M 64,374 -3,443 -5%
Osaic Holdings
108
Osaic Holdings
Arizona
$11.1M 64,044 +980 +2%
BFM
109
Boston Financial Management
Massachusetts
$11M 63,424 -1,935 -3%
American Century Companies
110
American Century Companies
Missouri
$11M 63,133 +7,227 +13%
1832 Asset Management
111
1832 Asset Management
Ontario, Canada
$10.8M 62,199 -2,262 -4%
TBA
112
Tower Bridge Advisors
Pennsylvania
$10.7M 61,923 -12,145 -16%
GCA
113
Guardian Capital Advisors
Ontario, Canada
$10.7M 61,520 -107 -0.2%
SC
114
Saybrook Capital
North Carolina
$10.6M 61,235 +285 +0.5%
BTW
115
Boston Trust Walden
Massachusetts
$10.4M 59,990 -1,290 -2%
GT
116
Glenmede Trust
Pennsylvania
$10M 55,434 – –
CGA
117
Compound Global Advisors
Washington
$9.98M 57,555 – –
CCB
118
Country Club Bank
Missouri
$9.68M 57,146 -2,930 -5%
Mariner
119
Mariner
Kansas
$9.64M 55,600 -2,228 -4%
NAM
120
NorthCrest Asset Manangement
Minnesota
$9.6M 55,322 +286 +0.5%
TWC
121
TD Waterhouse Canada
Ontario, Canada
$9.36M 52,346 -3,730 -7%
PFP
122
Pinnacle Financial Partners
Tennessee
$9.2M 53,054 +252 +0.5%
NCM
123
Narwhal Capital Management
Georgia
$9.06M 52,228 -666 -1%
Creative Planning
124
Creative Planning
Kansas
$8.99M 51,802 +2,486 +5%
Capital International Investors
125
Capital International Investors
California
$8.8M 51,955 +303 +0.6%
3 4
5
6 7