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Diageo
DEO

Overview Fund Activity

1,050 hedge funds and large institutions have $11.6B invested in Diageo in 2021 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 340 increasing their positions, 304 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+117
Holders Change %
+12.54%
% of All Funds
16.22%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.25%
New
182
Increased
340
Reduced
304
Closed
47
Calls
$114M
Puts
$105M
Net Calls
+$9.6M
Net Calls Change
+$4.77M

Top Buyers

1
AC
AKO Capital
United Kingdom
$383M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$382M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$54.2M
4
TFA
Tobias Financial Advisors
Florida
$46.4M
5
CCMG
Clark Capital Management Group
Pennsylvania
$25.9M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$108M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$126M
3
Verition Fund Management
Verition Fund Management
Connecticut
$0
4
Wells Fargo
Wells Fargo
California
$519M
5
DMIC
Dixon Mitchell Investment Counsel
British Columbia, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
301
Griffin Asset Management
New York
$2.04M -$28.4K -129 -1%
TD Asset Management
302
TD Asset Management
Ontario, Canada
$2.03M +$4.4K +20 +0.2%
LF
303
Lantz Financial
Illinois
$2M +$26.4K +120 +1%
YCM
304
Yousif Capital Management
Michigan
$1.99M +$1.99M +9,048 New
KWA
305
KCS Wealth Advisory
California
$1.99M +$37.2K +169 +2%
FFA
306
First Foundation Advisors
California
$1.98M -$35.9K -163 -2%
HLOC
307
H.L. Ormond & Company
North Carolina
$1.98M +$1.98M +9,633 New
WF
308
Welch & Forbes
Massachusetts
$1.98M +$11.4K +52 +0.6%
Mercer Global Advisors
309
Mercer Global Advisors
Colorado
$1.97M +$253K +1,149 +15%
PFS
310
Prospera Financial Services
Texas
$1.97M +$153K +693 +8%
RJT
311
Raymond James Trust
Florida
$1.96M +$126K +572 +7%
DADC
312
D.A. Davidson & Co
Montana
$1.95M -$47.5K -216 -2%
BRWA
313
B. Riley Wealth Advisors
Florida
$1.93M +$59.7K +271 +3%
LWCFA
314
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.91M – – –
TCA
315
Transcend Capital Advisors
New Jersey
$1.91M +$164K +745 +9%
WPA
316
Winning Points Advisors
Florida
$1.9M +$481K +2,793 +34%
VFA
317
Valeo Financial Advisors
Indiana
$1.89M -$36.1K -659 -2%
LNWTC
318
Laird Norton Wetherby Trust Company
Washington
$1.85M -$7.92K -36 -0.4%
BSA
319
Bull Street Advisors
Georgia
$1.83M – – –
State Street
320
State Street
Massachusetts
$1.81M – – –
RHBC
321
R.H. Bluestein & Co
Michigan
$1.8M +$178K +807 +11%
CSPAM
322
Cary Street Partners Asset Management
Virginia
$1.78M -$1.37M -6,206 -43%
RFC
323
Regions Financial Corp
Alabama
$1.77M -$125K -567 -7%
ISL
324
Ingalls & Snyder LLC
New York
$1.74M +$33K +150 +2%
PG
325
Pendal Group
Australia
$1.74M +$1.23M +19,956 +238%
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