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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 %
RSVP
126
Ramsay Stattman Vela & Price
Colorado
$8.75M -$18.2K -105 -0.2%
PI
127
PFS Investments
Georgia
$8.65M +$221K +1,273 +3%
RWP
128
RWA Wealth Partners
Massachusetts
$8.4M +$1.83M +10,562 +28%
CA
129
Callahan Advisors
Texas
$8.35M +$1.2M +6,906 +17%
USCWA
130
U.S. Capital Wealth Advisors
Texas
$8.13M +$164K +948 +2%
SCA
131
Stonebridge Capital Advisors
Minnesota
$8.09M +$417K +2,406 +5%
FPFS
132
First Personal Financial Services
North Carolina
$7.96M +$104K +600 +1%
LI
133
Lafayette Investments
Maryland
$7.85M +$58.8K +339 +0.8%
Cerity Partners
134
Cerity Partners
New York
$7.82M +$194K +1,119 +3%
AAM
135
AR Asset Management
California
$7.81M – – –
BL
136
BCWM LLC
Kansas
$7.73M +$39.7K +229 +0.5%
MIM
137
Manitou Investment Management
Ontario, Canada
$7.54M -$45.3K -261 -0.6%
EAM
138
Erste Asset Management
Austria
$7.51M – – –
KA
139
Kerrisdale Advisers
Florida
$7.43M – – –
ECG
140
Edge Capital Group
Georgia
$7.43M +$121K +696 +2%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$7.37M +$489K +2,820 +7%
LI
142
LMCG Investments
Massachusetts
$7.36M -$351K -2,023 -5%
OHIS
143
Oak Harvest Investment Services
Texas
$7.3M +$220K +1,269 +3%
AMBIA
144
Allen Mooney & Barnes Investment Advisors
Georgia
$7.3M -$57.1K -329 -0.8%
LOPW
145
Live Oak Private Wealth
North Carolina
$7.29M +$22.6K +130 +0.3%
KAS
146
Kestra Advisory Services
Texas
$7.22M +$2.25M +12,977 +45%
AM
147
Atwater Malick
Pennsylvania
$7.15M +$237K +1,368 +3%
TCOV
148
Trust Company of Vermont
Vermont
$7.09M -$144K -832 -2%
TTWM
149
TCV Trust & Wealth Management
Virginia
$6.79M -$347 -2 -0%
CCM
150
Campbell Capital Management
Florida
$6.74M +$84.5K +487 +1%
4 5
6
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