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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 %
AC
426
Avestar Capital
New York
$1.02M -$91.6K -416 -8%
BTWM
427
Baker Tilly Wealth Management
Wisconsin
$1.02M +$188K +852 +23%
RSWM
428
Robertson Stephens Wealth Management
California
$1.02M +$669K +3,041 +190%
SF
429
Summit Financial
New Jersey
$1.01M +$292K +1,326 +41%
AA
430
Ancora Advisors
Ohio
$994K -$187K -849 -16%
SPC
431
Sigma Planning Corp
Michigan
$991K +$41K +186 +4%
DWT
432
Dorsey & Whitney Trust
South Dakota
$988K +$104K +472 +12%
Pacer Advisors
433
Pacer Advisors
Pennsylvania
$987K -$40.5K -184 -4%
GC
434
Grimes & Company
Massachusetts
$986K +$3.3K +15 +0.3%
QCG
435
Quadrant Capital Group
Ohio
$984K +$298K +1,353 +43%
JIC
436
Johnson Investment Counsel
Ohio
$983K +$11.9K +54 +1%
SPIA
437
Steward Partners Investment Advisory
New York
$980K -$28.4K -129 -3%
WS
438
Wedbush Securities
California
$974K +$17.6K +80 +2%
RIM
439
Regent Investment Management
Kentucky
$972K – – –
NFGCM
440
Norman Fields Gottscho Capital Management
New York
$969K – – –
GT
441
Glenview Trust
Kentucky
$956K +$27.5K +125 +3%
BFEC
442
Benjamin F. Edwards & Company
Missouri
$950K -$3.74K -17 -0.4%
Deutsche Bank
443
Deutsche Bank
Germany
$944K -$132K -600 -12%
LKIM
444
Lawson Kroeker Investment Management
Nebraska
$933K -$20.9K -95 -2%
FANJ
445
Financial Architects (New Jersey)
New Jersey
$932K +$2.64K +12 +0.3%
TFS
446
Thoroughbred Financial Services
Tennessee
$927K +$46.9K +213 +5%
Bessemer Group
447
Bessemer Group
New Jersey
$925K -$146K -662 -14%
SIA
448
SkyView Investment Advisors
New Jersey
$925K +$715K +15,012 +341%
JCM
449
Jacobi Capital Management
Pennsylvania
$914K +$40.1K +182 +5%
9WM
450
9258 Wealth Management
Ohio
$908K +$82.8K +376 +10%
16 17
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