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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 %
SAM
151
Strategy Asset Managers
California
$6.74M +$209K +1,207 +3%
KCPG
152
Kavar Capital Partners Group
Kansas
$6.65M +$311K +1,792 +5%
TWM
153
Tanager Wealth Management
United Kingdom
$6.62M – – –
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$6.62M +$19.4K +112 +0.3%
PL
155
Parkwood LLC
Ohio
$6.58M +$170K +981 +3%
AI
156
Atria Investments
North Carolina
$6.58M -$169K -975 -3%
Qube Research & Technologies (QRT)
157
Qube Research & Technologies (QRT)
United Kingdom
$6.55M +$2.62M +15,093 +67%
LSWM
158
Lorne Steinberg Wealth Management
Canada
$6.52M -$76.3K -440 -1%
SHA
159
Seneca House Advisors
Virginia
$6.52M +$325K +1,871 +5%
CTA
160
Colonial Trust Advisors
South Carolina
$6.47M +$35.6K +205 +0.6%
M&T Bank
161
M&T Bank
New York
$6.3M -$414K -2,384 -6%
TH
162
TCTC Holdings
Texas
$6.15M -$48.4K -279 -0.8%
SBWIC
163
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.9M +$391K +2,252 +7%
PGA
164
Portland Global Advisors
Maine
$5.84M +$172K +990 +3%
VAS
165
Vestmark Advisory Solutions
Massachusetts
$5.83M -$342K -1,974 -6%
DWM
166
Dakota Wealth Management
Florida
$5.83M +$928K +5,348 +19%
Bank of Nova Scotia
167
Bank of Nova Scotia
Ontario, Canada
$5.62M -$6.84M -39,414 -55%
PA
168
Pinnacle Associates
New York
$5.58M -$41.1K -237 -0.7%
WTA
169
Washington Trust Advisors
Massachusetts
$5.46M +$30.9K +178 +0.6%
EIA
170
Eastover Investment Advisors
North Carolina
$5.44M +$3.3K +19 +0.1%
TC
171
TownSquare Capital
Utah
$5.44M +$1.05M +6,066 +24%
EWA
172
Exencial Wealth Advisors
Oklahoma
$5.39M +$316K +1,820 +6%
AC
173
Addenda Capital
Quebec, Canada
$5.34M -$1.91K -11 -0%
Brown Advisory
174
Brown Advisory
Maryland
$5.2M +$136K +785 +3%
SIA
175
Sit Investment Associates
Minnesota
$5.12M +$16.5K +95 +0.3%
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