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1,027 hedge funds and large institutions have $11.1B invested in Diageo in 2022 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 356 increasing their positions, 345 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $75.9M | Put options by funds: $70.5M

3% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 345

0.01% more ownership

Funds ownership: 2.37%2.38% (+0.01%)

5% less capital invested

Capital invested by funds: $11.6B → $11.1B (-$536M)

3% less funds holding

Funds holding: 1,0541,027 (-27)

13% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 82

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
1,027
Holders Change
-27
Holders Change %
-2.56%
% of All Funds
16.2%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.17%
New
71
Increased
356
Reduced
345
Closed
82
Calls
$75.9M
Puts
$70.5M
Net Calls
+$5.4M
Net Calls Change
-$4.19M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
426
Wunderlich Capital Managemnt
Tennessee
$987K -$7.01K -35 -0.7%
TA
427
Tiedemann Advisors
New York
$978K -$8.21K -41 -0.8%
AWS
428
Atria Wealth Solutions
New York
$977K +$957K +4,774 New
WG
429
Welch Group
Alabama
$966K
AA
430
Ancora Advisors
Ohio
$958K +$40.1K +200 +4%
MA
431
Mutual Advisors
Nebraska
$955K -$9.42K -47 -1%
FTDI
432
First Trust Direct Indexing
Massachusetts
$951K +$409K +2,043 +77%
APWM
433
Atlas Private Wealth Management
New York
$944K +$185K +925 +25%
Asset Management One
434
Asset Management One
Japan
$943K
CA
435
CoreCap Advisors
Michigan
$929K +$105K +524 +13%
Cerity Partners
436
Cerity Partners
New York
$927K +$119K +594 +15%
DWT
437
Dorsey & Whitney Trust
South Dakota
$919K +$7.41K +37 +0.8%
AWM
438
AE Wealth Management
Kansas
$917K +$108K +538 +14%
PHS
439
Pekin Hardy Strauss
Illinois
$916K -$57.1K -285 -6%
JIC
440
Johnson Investment Counsel
Ohio
$914K -$6.61K -33 -0.7%
SPIA
441
Steward Partners Investment Advisory
New York
$905K +$401 +2 +0%
GC
442
Grimes & Company
Massachusetts
$901K -$8.62K -43 -1%
RIM
443
Regent Investment Management
Kentucky
$897K
QCG
444
Quadrant Capital Group
Ohio
$894K -$14K -70 -2%
NFGCM
445
Norman Fields Gottscho Capital Management
New York
$894K
PA
446
Profund Advisors
Maryland
$894K +$67.5K +337 +8%
Bessemer Group
447
Bessemer Group
New Jersey
$891K +$36.1K +180 +4%
CNC
448
Canandaigua National Corp
New York
$884K -$121K -602 -12%
CCG
449
Cypress Capital Group
Florida
$880K +$336K +1,679 +63%
AC
450
Avestar Capital
New York
$877K -$71.1K -355 -8%

DEO Hedge Fund Activity: Q1 2022 in Review

1,027 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q1 2022, worth a combined $11.1B — down 4.6% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of DEO and 71 opened new positions — a net loss of 11 holders — while 345 trimmed existing stakes and 356 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $335M. The largest seller was HSBC Holdings, cutting an estimated $348M.

  • 1,027 institutional investors held Diageo (DEO) as of Q1 2022, down from 1,054 in Q4 2021.
  • Funds reported $11.1B of Diageo stock for Q1 2022, down 4.6% quarter-over-quarter.
  • 71 funds opened new Diageo positions in Q1 2022 and 82 closed out, a net change of -11 holders.
  • The largest Diageo buyer in Q1 2022 was BNP Paribas Financial Markets, an estimated $335M added.
  • The largest Diageo seller in Q1 2022 was HSBC Holdings, an estimated $348M sold.

Based on aggregated 13F filings for Q1 2022.