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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 %
GT
451
Greenleaf Trust
Michigan
$903K +$28.8K +131 +3%
IWP
452
Icon Wealth Partners
Texas
$902K +$13.2K +60 +1%
QI
453
Qtron Investments
Massachusetts
$902K +$657K +2,987 +269%
CCM
454
Covington Capital Management
California
$897K – – –
PA
455
Profund Advisors
Maryland
$895K -$251K -1,138 -22%
FFA
456
Fragasso Financial Advisors
Pennsylvania
$892K -$17.2K -78 -2%
CA
457
CoreCap Advisors
Michigan
$892K +$892K +4,050 New
PA
458
Parallel Advisors
California
$886K +$81.2K +369 +10%
Cerity Partners
459
Cerity Partners
New York
$876K +$428K +1,941 +95%
AWM
460
AE Wealth Management
Kansas
$875K -$32.4K -147 -4%
WSTAM
461
Wilbanks Smith & Thomas Asset Management
Virginia
$872K -$4.84K -22 -0.6%
ECM
462
Evergreen Capital Management
Washington
$856K +$31.9K +145 +4%
FNT
463
First National Trust
Pennsylvania
$855K +$8.8K +40 +1%
V
464
Veritable
Delaware
$851K +$220 +1 +0%
RCWM
465
Royal Capital Wealth Management
Indiana
$847K +$847K +3,848 New
JIP
466
JBJ Investment Partners
South Carolina
$840K -$242K -1,101 -22%
SL
467
Summitry LLC
California
$839K +$839K +3,813 New
FLPIM
468
F.L. Putnam Investment Management
Massachusetts
$837K -$4.62K -21 -0.5%
Allianz Asset Management
469
Allianz Asset Management
Germany
$837K – – –
MPPW
470
Mitchell & Pahl Private Wealth
Oklahoma
$830K +$21.8K +99 +3%
HCM
471
Highlander Capital Management
New Jersey
$826K – – –
GIA
472
Gladstone Institutional Advisory
Florida
$822K -$262K -1,189 -24%
CA
473
Cetera Advisors
Colorado
$821K -$224K -1,019 -21%
APWM
474
Atlas Private Wealth Management
New York
$819K -$27.3K -124 -3%
AF
475
Affiance Financial
Minnesota
$815K – – –
17 18
19
20 21