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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
+$67.4M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$67.3M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$50.4M
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
-$180M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$40.2M
3
Verition Fund Management
Verition Fund Management
Connecticut
-$34.9M
4
Wells Fargo
Wells Fargo
California
-$19.6M
5
DMIC
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
351
Stratos Wealth Partners
Ohio
$1.47M +$120K +545 +9%
AWP
352
Accretive Wealth Partners
New Jersey
$1.47M +$39K +177 +3%
RC
353
Roundview Capital
New Jersey
$1.46M +$19.2K +87 +1%
SFFS
354
Stonehage Fleming Financial Services
Jersey
$1.45M – – –
SIG
355
Stonegate Investment Group
Alabama
$1.44M +$1.44M +6,542 New
BRC
356
Bell Rock Capital
Delaware
$1.44M +$1.44M +6,476 New
MGWM
357
Marks Group Wealth Management
Minnesota
$1.43M +$625K +2,820 +77%
PFO
358
Pathstone Family Office
New Jersey
$1.43M +$40.9K +186 +3%
MCM
359
McKinley Capital Management
Alaska
$1.43M -$94K -427 -6%
HCC
360
Hirtle Callaghan & Co
Pennsylvania
$1.42M +$1.42M +6,449 New
JIC
361
Joel Isaacson & Co
New York
$1.41M +$2.42K +11 +0.2%
TPWM
362
Twelve Points Wealth Management
Massachusetts
$1.4M +$1.4M +6,335 New
HNB
363
Huntington National Bank
Ohio
$1.39M +$146K +664 +12%
AWM
364
Aberdeen Wealth Management
Illinois
$1.38M -$7.27K -33 -0.5%
RPC
365
Rossmore Private Capital
Connecticut
$1.38M +$22K +100 +2%
FFWA
366
FRG Family Wealth Advisors
Washington
$1.37M – – –
AIM
367
Aigen Investment Management
New York
$1.37M +$1.37M +6,433 New
DBRC
368
D.B. Root & Company
Pennsylvania
$1.37M -$14.1K -64 -1%
RWM
369
Ritholtz Wealth Management
New York
$1.36M +$222K +1,007 +19%
DHFB
370
Dixon Hubard Feinour & Brown
Virginia
$1.36M +$1.36M +6,193 New
CNBTD
371
Citizens National Bank Trust Department
Mississippi
$1.36M -$1.48M -6,705 -52%
PA
372
Probity Advisors
Texas
$1.36M -$15.6K -71 -1%
RIA
373
Regal Investment Advisors
Michigan
$1.34M -$226K -1,028 -14%
S
374
SignatureFD
Georgia
$1.34M +$95.1K +432 +8%
MA
375
MUFG Americas
New York
$1.33M -$15.6K -71 -1%
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