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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
Kovitz Investment Group Partners
Illinois
$77.6M
2
AT
Avalon Trust
New Mexico
$20.8M
3
Lazard Asset Management
Lazard Asset Management
New York
$43.7M
4
HighTower Advisors
HighTower Advisors
Illinois
$27.5M
5
Corient Private Wealth
Corient Private Wealth
Florida
$54.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$850M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$90.3M
3
BlackRock
BlackRock
New York
$76.2M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
201
Sandy Spring Bank
Maryland
$4.14M -$202K -1,164 -5%
CG
202
Colony Group
Massachusetts
$4.01M -$17.5K -101 -0.4%
CAM
203
Cresset Asset Management
Illinois
$3.98M +$2.98M +17,154 +297%
GWM
204
Graybill Wealth Management
Illinois
$3.93M +$168K +966 +4%
WP
205
WMS Partners
Maryland
$3.92M -$282K -1,628 -7%
KPWS
206
Kestra Private Wealth Services
Texas
$3.89M +$150K +866 +4%
MA
207
Montag & Associates
Georgia
$3.86M +$173 +1 +0%
ACIM
208
Azimuth Capital Investment Management
Michigan
$3.8M -$3.14M -18,083 -45%
IWC
209
Integrated Wealth Concepts
Massachusetts
$3.77M +$66.1K +381 +2%
Bessemer Group
210
Bessemer Group
New Jersey
$3.74M +$2.2M +12,675 +142%
PAI
211
Pittenger & Anderson Inc
Nebraska
$3.71M – – –
MKA
212
M. Kulyk & Associates
Georgia
$3.7M -$97.5K -562 -3%
CTC
213
Central Trust Company
Missouri
$3.7M -$117K -675 -3%
MPIM
214
McGinn Penninger Investment Management
Virginia
$3.67M -$521 -3 -0%
FT
215
Fiduciary Trust
Massachusetts
$3.6M +$173K +1,000 +5%
PWAG
216
Polaris Wealth Advisory Group
California
$3.55M -$134K -773 -4%
CWP
217
Cyndeo Wealth Partners
Florida
$3.53M +$475K +2,738 +16%
D.E. Shaw & Co
218
D.E. Shaw & Co
New York
$3.52M +$3.52M +20,286 New
EGA
219
Eagle Global Advisors
Texas
$3.44M +$205K +1,182 +6%
Harris Associates
220
Harris Associates
Illinois
$3.39M -$86.7K -500 -2%
CNFG
221
Creegan & Nassoura Financial Group
New Hampshire
$3.38M -$9.37K -54 -0.3%
MWA
222
Meridian Wealth Advisors
Texas
$3.38M +$11.8K +68 +0.4%
FAB
223
First American Bank
Illinois
$3.38M +$42K +242 +1%
BZWA
224
Blue Zone Wealth Advisors
California
$3.35M +$26.4K +152 +0.8%
WP
225
WealthPLAN Partners
Nebraska
$3.34M -$3.89M -22,427 -54%
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