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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 %
CWA
376
Canvas Wealth Advisors
Kansas
$1.33M -$473K -2,147 -26%
HFM
377
Hartford Financial Management
Connecticut
$1.32M – – –
RPCONE
378
Retirement Planning Company of New England
Rhode Island
$1.31M +$1.31M +5,963 New
CSS
379
Cubist Systematic Strategies
Connecticut
$1.31M -$218K -991 -14%
CHJWM
380
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.31M -$4.02K -20 -0.3%
AFM
381
Abbot Financial Management
Massachusetts
$1.29M – – –
PAS
382
Park Avenue Securities
New York
$1.28M +$254K +1,152 +25%
BSB
383
Bangor Savings Bank
Maine
$1.27M +$55.3K +251 +5%
SIMM
384
Stillwater Investment Management (Minnesota)
Minnesota
$1.27M +$15.2K +69 +1%
KSWA
385
Kathleen S. Wright Associates
Pennsylvania
$1.25M +$1.25M +5,695 New
MLL
386
Moody Lynn & Lieberson
Massachusetts
$1.25M -$440 -2 -0%
SIAP
387
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.25M +$440 +2 +0%
LFAS
388
Level Four Advisory Services
Texas
$1.24M +$72.7K +330 +6%
IFS
389
Intelligent Financial Strategies
Minnesota
$1.23M +$1.23M +5,584 New
OAM
390
Occidental Asset Management
California
$1.23M +$33K +150 +3%
PGFC
391
Peapack-Gladstone Financial Corp
New Jersey
$1.23M +$403K +1,829 +49%
SCI
392
Stableford Capital II
Arizona
$1.22M +$78.1K +385 +7%
FWM
393
Frontier Wealth Management
Missouri
$1.21M -$2.2K -10 -0.2%
KFGK
394
Keystone Financial Group (Kentucky)
Kentucky
$1.21M – – –
AT
395
Arden Trust
Delaware
$1.21M +$881 +4 +0.1%
PMG
396
ProVise Management Group
Florida
$1.18M +$440 +2 +0%
BDS
397
Banco de Sabadell
Florida
$1.17M +$106K +483 +10%
HCWM
398
Harrison & Co Wealth Management
Virginia
$1.16M +$1.16M +5,270 New
SC
399
Solstein Capital
California
$1.15M – – –
CFB
400
Cullen/Frost Bankers
Texas
$1.14M -$174K -789 -13%
14 15
16
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