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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 %
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$5.07M -$506K -2,915 -9%
BHPW
177
Beverly Hills Private Wealth
California
$5.06M +$2.55M +14,990 +101%
Jennison Associates
178
Jennison Associates
New York
$5.04M -$48.7K -281 -1%
TAM
179
Tocqueville Asset Management
New York
$5.04M -$4.63M -26,680 -48%
SC
180
Sepio Capital
Utah
$5.02M -$41.5K -239 -0.8%
WIM
181
WealthPlan Investment Management
Nebraska
$5.01M -$4.37M -25,214 -47%
WCM
182
Weik Capital Management
Pennsylvania
$4.9M -$420K -2,420 -8%
CAM
183
Cypress Asset Management
Texas
$4.87M -$55.5K -320 -1%
NB
184
Northwest Bancshares
Pennsylvania
$4.84M +$690K +3,980 +17%
PCM
185
Palisade Capital Management
New Jersey
$4.73M -$119K -684 -2%
SIG
186
Sky Investment Group
Connecticut
$4.73M +$107K +618 +2%
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.72M -$2.43K -14 -0.1%
VPI
188
Value Partners Investments
Manitoba, Canada
$4.68M – – –
IFAM
189
Institutional & Family Asset Management
Colorado
$4.64M +$12.1K +70 +0.3%
New York State Common Retirement Fund
190
New York State Common Retirement Fund
New York
$4.64M -$747K -4,308 -14%
Voloridge Investment Management
191
Voloridge Investment Management
Florida
$4.63M -$13.6M -78,236 -75%
FNBT
192
FineMark National Bank & Trust
Florida
$4.57M +$17.5K +101 +0.4%
MML Investors Services
193
MML Investors Services
Massachusetts
$4.45M +$599K +3,452 +16%
KeyBank National Association
194
KeyBank National Association
Ohio
$4.45M +$189K +1,090 +4%
HCM
195
Hutner Capital Management
Vermont
$4.41M +$18.9K +109 +0.4%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$4.4M +$174K +1,002 +4%
SCA
197
Snowden Capital Advisors
New York
$4.36M -$103K -593 -2%
JAFL
198
Jay A. Fishman Ltd
Michigan
$4.35M -$80.7K -465 -2%
BFA
199
Benedict Financial Advisors
Georgia
$4.26M +$16.3K +94 +0.4%
HFS
200
Hantz Financial Services
Michigan
$4.2M +$78.2K +451 +2%
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